Simple, Transparent Pricing
No surprises. Just clarity you can trust.
🌿 Starter Balance Package
Starting at $225/month
Perfect for new and growing businesses looking for professional bookkeeping, accurate financials, and personalized support—without paying for services they don't need.
Stay organized, tax-ready, and confident in your numbers while focusing on running your business.
What’s Included:
Initial QuickBooks setup (if needed)
Monthly bookkeeping
Bank & credit card reconciliations
Income & expense categorization
Monthly financial reports
Year-end CPA-ready financials
Email support
Best For
Sole proprietors
Startups
Small service businesses
Businesses with straightforward bookkeeping needs
Packages start at $225/month. Final pricing is based on transaction volume, number of accounts, payroll, cleanup work, and overall complexity.
🌿 Steady Growth Package
Starting at $450/month
Perfect for growing businesses that need more than basic bookkeeping. As your business grows, so do your bookkeeping needs. This package provides additional support, more frequent financial insights, and bookkeeping that grows with your business.
Stay organized, make informed financial decisions, and spend less time managing your books.
What’s Included:
Everything in the Starter Balance Package, plus:
Designed for businesses with increasing financial activity
Multiple bank & credit card reconciliations
Receipt management
Quarterly financial reviews
Quarterly bookkeeping check-ins
Priority email support
Best For
Contractors
Retail businesses
Farms
Restaurants & cafés
Growing service-based businesses
🌿 Business Builder Package (Most Popular)
Starting at $750/month
Designed for established businesses that want more than bookkeeping—they want a trusted financial partner. This package provides comprehensive bookkeeping, deeper financial insights, and ongoing support to help you make confident business decisions.
Gain clarity into your finances, stay ahead of tax season, and have a reliable bookkeeping partner as your business continues to grow.
What’s Included
Everything in the Steady Growth Package, plus:
Higher-volume bookkeeping
Loan and liability reconciliations
Customized financial reporting
Monthly financial review meetings to discuss your reports and answer questions.
Priority response times
Direct collaboration with your CPA or tax preparer (if desired)
Year- round bookkeeping guidance
Best For
Established businesses
Businesses with multiple accounts
Companies with more complex bookkeeping
Owners who want ongoing financial insights
🌿 Executive Balance Package
Starting at $1,250/month
Your Dedicated Financial Partner
For established businesses that want proactive bookkeeping, financial oversight, and ongoing support from someone who understands their business.
Think of us as an extension of your team—keeping your books accurate, helping you stay tax-ready, and providing financial clarity throughout the year.
Spend less time worrying about your books. Spend more time leading your business with confidence.
Everything in the Business Builder Package, plus:
Priority bookkeeping with weekly transaction processing
Up to 5 bank & credit card account reconciliations
Up to 5 loan & liability account reconciliations
Invoice & bill management (volume determined during onboarding)
Customized financial reports tailored to your business
Monthly financial review & strategy meeting
Estimated tax payment reminders
Direct collaboration with your CPA, tax preparer, or lender (when needed)
Priority email & phone support
Year-end CPA-ready financial package
QuickBooks Online subscription not included
Best For
Established businesses with multiple accounts
Businesses with employees
Companies with more complex bookkeeping needs
Business owners who want proactive financial support
Owners who want a trusted financial partner
Pricing Note
Packages start at $1,250/month. Final pricing is based on transaction volume, number of financial accounts, payroll, invoicing needs, reporting requirements, and overall complexity.
Add-On Services
Need a little extra support? Customize your bookkeeping package with services tailored to your business. Add-on services are available to both existing bookkeeping clients and businesses looking for standalone assistance.
Payroll Management
Starting at $75/month + payroll processing fees
Accurate payroll processing, payroll tax filings, employee setup, and ongoing payroll support.
1099 Preparation
$10 per contractor (minimum $75)
Preparation and filing of IRS Form 1099s for independent contractors, including year-end reporting.
Sales Tax Filing
Starting at $75/month
Preparation and filing of state and local sales tax returns to help keep your business compliant.
Accounts Payable Management
Starting at $150/month
Vendor bill entry, payment scheduling, and accounts payable management so you never miss a due date.
Accounts Receivable Management
Starting at $150/month
Customer invoicing, payment tracking, and follow-up reporting to help improve cash flow.
Financial Strategy Session
Starting at $150 per meeting
A one-on-one meeting to review your financial reports, discuss business performance, and identify opportunities for growth.
Custom Financial Reports
Starting at $75 per report
Customized financial reports designed specifically for your business and reporting needs.
Historical Cleanup / Catch-Up Bookkeeping
Starting at $75/hour
Behind on your bookkeeping? Whether you're months—or even years—behind, we'll organize, reconcile, and bring your books up to date so you can move forward with confidence.
Need Something Different?
Every business is unique. If you don't see exactly what you're looking for, we'd be happy to create a customized bookkeeping solution that fits your needs.
Schedule a free consultation to discuss your business and receive a personalized quote.
Ready to Take Bookkeeping Off Your Plate?
Whether you're just getting started, need help catching up, or are looking for a trusted bookkeeping partner to support your growing business, we're here to help.
Schedule a free consultation to discuss your business, ask questions, and receive a customized bookkeeping plan and quote.
Not sure which package is right for you? We'll help you choose the best fit during your free consultation.