Simple, transparent pricing for 2026
Pick the package that fits where your business is today. Not sure which? We’ll build a custom engagement around exactly what you need.
Monthly bookkeeping packages
Everything kept clean, reconciled, and ready — billed monthly.
Starter
New or low-volume businesses getting the basics right.
- Income & expense categorization
- Bank reconciliations
- Credit card / loan reconciliations
- Year-end closing entries
- Income statement
Scaling
Growing businesses that need inventory & reporting.
- Everything in Starter
- Inventory tracking
- Tax-prep package handoff
- Balance sheet
- Up to 300 transactions / mo
Established
Mature businesses needing full month-end close.
- Everything in Scaling
- Month-end close & adjusting entries
- Fixed asset tracking
- Cash flow statement
- Up to 400 transactions / mo
Custom Engagement
Mature businesses needing full month-end close.
- Everything in Established
- Custom inventory tracking
- Owners' equity & OCI
- Custom financial package
- GAAP reporting available
Compare all bookkeeping features & limits
A/P & A/R Management
Add receivables, payables, or both — billed monthly. Mix with any bookkeeping package.
Core
Light-touch tracking and aging visibility.
- Aging summaries (1 / mo)
- A/R payment reminders (1×/mo)
Standard
Regular reminders to keep your cash moving.
- Aging summaries (2 / mo)
- A/R & A/P reminders (2×/mo)
- A/P billing reminders
Enhanced
Full hands-off processing of invoices & bills.
- Aging summaries (4 / mo)
- Full-scale A/R & A/P processing
- Up to 50 invoices & 50 bills / mo
Custom Engagement
Higher volume or tailored A/P-A/R workflows.
- Everything in Enhanced
- Custom volumes & processes
Compare all A/P · A/R features & limits
Tax filing & project work
Flat-rate services you can add any time.
Sales tax filing
1099 form submission
Rush fee applies to any 1099 info provided after Jan 31.
Cleanup & custom work
Not sure which package fits?
Tell us about your business and we’ll recommend the right plan — or build a custom one.