pricing &

frequently asked questions.

Pricing

Founders Package

$649 per month

Annual Revenue: Under $200,000

Growth Package

$899 per month

Annual Revenue: Up to $500,000

Enterprise Package

To be determined. Assessed on transaction volume.

Annual Revenue: Over $500,000

You deserve more & here’s what you get.

You need to make smarter decisions, avoid costly mistakes, and stay focused on what you do best with your business.

Your business deserves more than messy spreadsheets and late reports. Our bookkeeping services are designed to give you clean, timely, and actionable financial data.

All bookkeeping packages include the following services:

  • Chart of Accounts setup & maintenance

  • Advisement on banking solutions, tech platforms, and reporting requests for loans and similar requests

  • Transaction categorization & account reconciliation

  • Monthly financial statements with analysis

  • Accounts Payable & Receivable tracking

  • Expense & Income Trend Analysis

  • 1099 preparation

  • Collaboration with your CPA or tax preparer

  • An additional fee will be charged the first month for the completion and review of past uncompleted bookkeeping

What’s excluded in our bookkeeping services:

  • Bill pay support

  • Payroll processing

  • Sales tax filing, though implementation of a software solution is supported

FAQs & Client Expectations

  • What if my books are not up to date? Will you clean us past accounting?

Yes we will. In fact, when we take over your bookkeeping we take responsibility for the full year. This is so so feel confident in year end 1099 filings, can answer questions posed by you and your tax team, amongst other reasons.

For each prior month in the calendar year that’s complete and reconciled, we charge $125 per month to review. If prior month work isn’t yet completed, we charge at a rate of 75% of your monthly package, which is due at the start of your engagement.

  • When do I receive my financial statement package?

At the start of an engagement, assuming past accounting is complete and reconciled, financial statements can be expected by the 15th of each month. It may take a couple of months for us to get up to speed and this is also contingent on timely responses around uncategorized transactions and similar requests from our team.

  • What does a bookkeeper do?

A bookkeeper records and organizes your financial transactions, ensuring your business has accurate and up-to-date financial data. This includes managing accounts payable and receivable, reconciling bank statements, categorizing expenses, and preparing basic financial reports.

  • Is bookkeeping and accounting the same thing?

Bookkeeping focuses on the day-to-day tracking of financial transactions. Accounting is a broader practice that includes interpreting financial data, preparing taxes, and offering strategic advice. Bookkeepers keep your financial records clean so accountants can make informed decisions.

  • What software do you use?

We support Quickbooks Online as an accounting system. As for point of sale, inventory management, banking, payroll, and related platforms we are flexible.

  • Do you need login access?

Yes, for us to deliver timely and the high quality accounting we provide, read only access to banks, credit cards, point of sale systems, and related platforms we be requested. We use password management platforms that are 2FA protected.

  • Do you offer payroll services?

While we don’t run payroll ourselves, we can integrate and reconcile payroll from providers like Paychex, Gusto, ADP, or QuickBooks Payroll, ensuring it’s properly reflected in your books.

  • Will I still need a CPA if I hire you?

Yes, most businesses benefit from both. We handle the ongoing bookkeeping so your CPA can focus on tax strategy and filing.