Tailored Financial Solutions for Your Industry.
Choose a plan that scales with your growth. No hidden fees, just expert bookkeeping, tax compliance, and strategic financial management.
Certified & Trusted Partners
TRANSPARENT & PREDICTABLE PRICING
Find the Right Plan for Your Business
Plan 01 — Starter
Starter
For Small Businesses
50 – 300 Monthly TransactionsKey Features
- Bookkeeping and receipt management
- Bank and credit card reconciliation
- Merchant account reconciliation (Stripe, Afterpay, ZipPay)
- Weekly bookkeeping updates
- Financial statements (P&L / Balance Sheet / Cash Flow)
- CPA-ready books
- Ratio analysis
- Project tracking
- Dedicated qualified bookkeeper under manager supervision
- Cash flow forecasting modules
- Budgeting support
- Optional services available on request
Plan 02 — Essential
Essential
For Growing Businesses
300 – 800 Monthly TransactionsKey Features
- Everything included in Starter
- Dedicated qualified bookkeeper under manager
- Weekly update and reconciliation of books
- Advanced financial ratio analysis
- Management financial statements
- Project tracking
- Quarterly CFO-level financial review
- Cash flow forecasting modules
- Accounts receivable management
- Accounts payable management
- Payroll management
- Budgeting support
Plan 03 — Growth
Growth
For Scaling Businesses
800 – 1,200 Monthly TransactionsKey Features
- Everything in Essential
- Daily bookkeeping updates
- Dedicated bookkeeper and manager
- Cash flow forecasting modules
- Project tracking
- CPA-ready books
- Quarterly CFO-level financial review
- Accounts payable automation (Bill.com or accounting platform)
- Accounts receivable management
- Payroll management
- Budgeting support
Plan 04 — Advanced
Advanced
For High-Volume Operations
1,200 – 2,000 Monthly TransactionsKey Features
- Everything included in Growth
- Daily bookkeeping updates
- Monthly CFO-level financial analysis
- Advanced financial reporting
- Accounts receivable management
- Accounts payable automation
- Strategic financial insights
- Payroll management
- Budgeting support
- Optional customized services
Industry-Specific Accounting Packages
Some industries require specialized accounting processes and integrations. We offer tailored bookkeeping solutions designed for specific business models.
Plan 01 — E-Commerce
E-commerce Starter
For small online stores
50 – 300 Monthly TransactionsKey Features
- Dedicated qualified bookkeeper & account manager
- Bookkeeping and receipt management
- Reconciliation of bank, credit cards, and merchant accounts
- Integration of Shopify, Amazon, and Etsy with accounting software
- Proper chart of accounts setup for e-commerce
- Financial statements (P&L / Balance Sheet / Cash Flow)
- Weekly update of books
- Financial ratio and insight reporting
- Shopify sales tax setup and automation
- Cash flow forecasting modules
- Monthly strategy discussion with account manager
- Optional services available on request
Plan 02 — E-Commerce
E-commerce Essential
For growing online stores
300 – 800 Monthly TransactionsKey Features
- Everything in Starter
- Advanced financial reporting
- Sales performance reports by store
- Financial ratio analysis
- Shopify and marketplace reconciliation
- Monthly financial review
- Cash flow forecasting modules
- Two-hour monthly consultation with manager
- Custom reporting based on business needs
- Accounts receivable management
- Accounts payable management
- Payroll support
Plan 03 — E-Commerce
E-commerce Growth
For scaling e-commerce businesses
800 – 1,200 Monthly TransactionsKey Features
- Everything in Essential
- Advanced bookkeeping automation
- Receipt management software integration
- Detailed store performance reporting
- Cash flow forecasting and financial planning
- Dedicated bookkeeper and manager
- Accounts receivable management
- Accounts payable automation (Bill.com)
- Payroll management support
- Strategic financial insights
- Optional services available on request
Plan 04 — E-Commerce
E-commerce Advanced
For high-volume online stores
1,200 – 2,000 Monthly TransactionsKey Features
- Everything in Growth
- Advanced financial reporting
- Multi-store financial management
- Strategic financial insights
- Accounts receivable management
- Accounts payable automation
- Monthly financial strategy sessions
- Payroll management
- Budgeting and financial planning
- Optional custom accounting services
Plan 01 — Real Estate
Real Estate Starter
For small real estate investors
Entry Level PortfolioKey Features
- Dedicated qualified bookkeeper and account manager
- Bookkeeping and receipt management
- Reconciliation of bank and credit card accounts
- Weekly update of books
- Financial ratio and insight reporting
- Financial statements (P&L / Balance Sheet / Cash Flow)
- Proper accounting of HUD statements (HUD-1 / HUD-2)
- Chart of accounts designed for real estate transactions
- Profit and loss tracking for each property deal
- Cash flow forecasting modules
- Monthly consultation with account manager
- Optional accounting services available on request
Plan 02 — Real Estate
Real Estate Essential
For active property investors
Growing PortfolioKey Features
- Everything included in Starter
- Profit & loss reporting for each property deal
- Weekly bookkeeping updates
- Financial ratio analysis
- Dedicated bookkeeper and manager support
- Financial statements reporting
- Detailed cost breakdown for each property transaction
- Cash flow forecasting modules
- Tax planning support and budgeting guidance
- Monthly strategy session with account manager
- Accounts receivable management
- Accounts payable management
- Payroll management
Plan 03 — Real Estate
Real Estate Growth
For expanding real estate portfolios
Expanding PortfolioKey Features
- Everything included in Essential
- Dedicated qualified bookkeeper and manager
- Detailed financial reporting for property investments
- Profit analysis per deal and property
- Cash flow forecasting and budgeting support
- Strategic financial insights
- Two-hour monthly consultation with financial manager
- Accounts receivable management (invoice issuing and follow-ups)
- Accounts payable automation and management
- Advanced real estate financial reporting
- Optional custom accounting services
Plan 04 — Real Estate
Real Estate Advanced
For large property portfolios
Large PortfolioKey Features
- Everything included in Growth
- Dedicated bookkeeper and senior account manager
- Detailed property portfolio financial reports
- Strategic financial planning support
- Cash flow forecasting and budgeting
- Advanced financial analysis
- Two-hour monthly financial strategy consultation
- Accounts receivable and collections management
- Accounts payable automation systems
- Payroll management
- Custom accounting solutions for real estate businesses
Plan 01 — Property Management
Property Management Starter
For small rental portfolios
Small Rental PortfolioKey Features
- Dedicated qualified bookkeeper and account manager
- Bookkeeping and receipt management
- Reconciliation of bank and credit card accounts
- Weekly update of books
- Rent trust accounting
- Financial statements (P&L / Balance Sheet / Cash Flow)
- Industry-standard chart of accounts for rental accounting
- Financial ratio and insight reporting
- Performance-based profit and loss per property
- Cash flow forecasting modules
- Reconciliation of rental income from booking platforms
- Optional accounting services available on request
Plan 02 — Property Management
Property Management Essential
For growing rental businesses
Growing Rental BusinessKey Features
- Everything included in Starter
- Rent trust accounting and reconciliation
- Property performance financial reporting
- Weekly bookkeeping updates
- Dedicated bookkeeper and manager support
- Financial ratio analysis
- Preparation of owner statements (up to 10 properties)
- Cash flow forecasting modules
- Assistance with tax planning and budgeting
- Reconciliation of Airbnb / Booking / Expedia income
- Accounts receivable management
- Accounts payable management
- Payroll support
Plan 03 — Property Management
Property Management Growth
For expanding property portfolios
Expanding PortfolioKey Features
- Everything included in Essential
- Dedicated bookkeeper and manager
- Detailed financial reporting per property
- Cash flow forecasting and budgeting support
- Owner statement preparation
- Rental income reconciliation
- Accounts receivable management (invoice issuing and follow-ups)
- Accounts payable automation and management
- Reconciliation of multiple booking platforms
- Strategic financial insights
- Optional customized accounting services
Plan 04 — Property Management
Property Management Advanced
For large property management companies
Large Property PortfolioKey Features
- Everything included in Growth
- Dedicated senior bookkeeper and account manager
- Advanced property portfolio financial reporting
- Cash flow forecasting and financial planning
- Strategic financial analysis
- Rental income and owner payout tracking
- Two-hour monthly financial strategy consultation
- Accounts receivable and collections management
- Accounts payable automation systems
- Payroll management
- Custom financial reporting for large property portfolios
- Optional accounting services
Behind on Your Books? We Can Help.
Our catch-up bookkeeping service helps businesses quickly organize and update past financial records so they can stay compliant and file taxes with confidence.
Overdue Books? Need Your Financial Records Updated?
If your bookkeeping has fallen behind, it can create stress during tax season and make it difficult to understand your financial position. Our catch-up bookkeeping service reviews your past financial records, reconciles accounts, and brings your books up to date quickly and accurately.
- Organize past financial transactions
- Reconcile bank and credit card accounts
- Update missing bookkeeping records
- Prepare CPA-ready financial reports
Catch-Up Bookkeeping
Bring your financial records up to date with professional catch-up bookkeeping services.
Starting from $60/month
Included Services
- ✓ Historical transaction recording
- ✓ Bank and credit card reconciliation
- ✓ Financial statement preparation
- ✓ Tax-ready bookkeeping
Final pricing depends on the number of months of overdue bookkeeping and transaction volume.
Virtual CFO Services
Get strategic financial leadership without the cost of hiring a full-time Chief Financial Officer.
Strategic Financial Leadership for Growing Businesses
Our Virtual CFO service provides expert financial strategy, planning, and analysis to help your business grow confidently. Instead of hiring a full-time CFO, you gain access to experienced financial leadership on demand.
- Financial analysis and strategic planning
- Cash flow forecasting and financial insights
- Oversight and guidance for bookkeeping operations
- Financial ratio analysis and performance tracking
- Strategic financial decision support
Access experienced CFO-level financial leadership
without the $400,000 annual salary.
Compare Our Bookkeeping Plans
Easily compare the features included in each bookkeeping plan to find the best fit for your business.
| Bookkeeping Services | ||||
| Feature | Starter | Essential | Growth | Advanced |
|---|---|---|---|---|
| Monthly transaction range | 50–300 | 300–800 | 800–1200 | 1200–2000 |
| Bookkeeping & receipt management | ||||
| Bank & credit card reconciliation | ||||
| Merchant account reconciliation | ||||
| Reporting & Insights | ||||
| Feature | Starter | Essential | Growth | Advanced |
| Financial statements | ||||
| Financial ratio analysis | ||||
| Project tracking | ||||
| CPA-ready books | ||||
| Advanced Support | ||||
| Feature | Starter | Essential | Growth | Advanced |
| Weekly bookkeeping updates | ||||
| Daily bookkeeping updates | ||||
| Dedicated bookkeeper | ||||
| Manager oversight | ||||
| CFO-level financial review | Quarterly | Quarterly | Monthly | |
| Financial Management | ||||
| Feature | Starter | Essential | Growth | Advanced |
| Cash flow forecasting | Optional | |||
| Accounts receivable management | Optional | Optional | ||
| Accounts payable management | Optional | Optional | ||
| Payroll management | Optional | Optional | Optional | |