OffersInquire Now

Simple pricing plans for Bookkeeping, Tax, CFO, and COO services

Basic Client Package

Best for: Firms outsourcing low-touch clients

What’s Included:

  • Monthly bookkeeping (up to 150 transactions)

  • Bank reconciliation

  • Categorization & journal entries

  • Monthly P&L + Balance Sheet

  • White-label delivery

Starts at:

$100/Month
Standard Client Package

Best for: Most SMB clients

What’s Included:

  • Monthly bookkeeping (up to 300 transactions)

  • Bank & credit card reconciliation

  • AP / AR management

  • Monthly financial statements

  • Client-ready reports

  • Year-end closing support

Starts at:

$190/Month
Premium Client Package

Best for: High-value clients, advisory firms

What’s Included:

  • Monthly bookkeeping (up to 500 transactions)

  • Full AP / AR management

  • Advanced reporting & insights

  • Cash flow & budget tracking

  • Dedicated accountant

  • Priority turnaround

Starts at:

$320/Month
Basic Client Package

Best for: Firms outsourcing low-touch clients

What’s Included:

  • Monthly bookkeeping (up to 150 transactions)

  • Bank reconciliation

  • Categorization & journal entries

  • Monthly P&L + Balance Sheet

  • White-label delivery

Starts at:

$1100/Month
Standard Client Package

Best for: Most SMB clients

What’s Included:

  • Monthly bookkeeping (up to 300 transactions)

  • Bank & credit card reconciliation

  • AP / AR management

  • Monthly financial statements

  • Client-ready reports

  • Year-end closing support

Starts at:

$2050/Month
Premium Client Package

Best for: High-value clients, advisory firms

What’s Included:

  • Monthly bookkeeping (up to 500 transactions)

  • Full AP / AR management

  • Advanced reporting & insights

  • Cash flow & budget tracking

  • Dedicated accountant

  • Priority turnaround

Starts at:

$3450/Month
Starter Client Package

Best for: Small clients, basic compliance work

What’s Included:

  • Monthly bookkeeping (up to 100 transactions)

  • Bank & credit card reconciliation

  • AP / AR tracking (basic)

  • Monthly P&L + Balance Sheet

  • Email-based coordination with firm

  • Year-end ready books (no tax filing)

Starts at:

$120 / client
Growth Client Package

Best for: Active SMB clients with reporting needs

What’s Included:

  • Monthly bookkeeping (up to 250 transactions)

  • Bank & credit card reconciliation

  • AP / AR management

  • Monthly financial statements

  • Management reports (cash flow, trends)

  • Year-end closing support

  • Tax prep support (workpapers, schedules – no filing)

Starts at:

$220 / client
Tax Season / Cleanup Package

Best for: Overloaded CPA firms, tax season, messy books

What’s Included:

  • Real-time visibility into your finances

  • Reconciliations & error fixing

  • Adjusting entries

  • Tax-ready financials

  • Coordination with CPA before filing

Starts at:

One-Time: $300 – $600 / client 

(depends on volume & complexity)

Starter Client Package

Best for: Small clients, basic compliance work

What’s Included:

  • Monthly bookkeeping (up to 100 transactions)

  • Bank & credit card reconciliation

  • AP / AR tracking (basic)

  • Monthly P&L + Balance Sheet

  • Email-based coordination with firm

  • Year-end ready books (no tax filing)

Starts at:

$1300 / client
Growth Client Package

Best for: Active SMB clients with reporting needs

What’s Included:

  • Monthly bookkeeping (up to 250 transactions)

  • Bank & credit card reconciliation

  • AP / AR management

  • Monthly financial statements

  • Management reports (cash flow, trends)

  • Year-end closing support

  • Tax prep support (workpapers, schedules – no filing)

Starts at:

$2350 / client
Tax Season / Cleanup Package

Best for: Overloaded CPA firms, tax season, messy books

What’s Included:

  • Real-time visibility into your finances

  • Reconciliations & error fixing

  • Adjusting entries

  • Tax-ready financials

  • Coordination with CPA before filing

Starts at:

One-Time: $300 – $600 / client 

(depends on volume & complexity)

Essentials

Best for small businesses just starting or with low transaction volume

What’s Included:

  • Accounts Payable & Receivable

  • Monthly Bank Reconciliation

  • Monthly Profit & Loss

  • Basic Expense Categorization

  • Email support

Starts at:

$199/month
Growth

Best for growing businesses that need consistency & reporting

What’s Included:

  • Everything in Essentials

  • Weekly AP & AR management

  • Monthly Balance Sheet

  • Management Reports

  • Month-end closing

  • QuickBooks / Xero management

  • Dedicated account manager

Starts at:

$349/Month
scale

Best for founders who want finance handled end-to-end

What’s Included:

  • Everything in Growth

  • Year-end accounting & closing

  • Cash flow forecasting

  • KPI dashboards

  • Tax coordination support

  • Virtual CFO support (strategic calls monthly)

Starts at:

$599/Month
Essentials

Best for small businesses just starting or with low transaction volume

What’s Included:

  • Accounts Payable & Receivable

  • Monthly Bank Reconciliation

  • Monthly Profit & Loss

  • Basic Expense Categorization

  • Email support

Starts at:

$1999/month
Growth

Best for growing businesses that need consistency & reporting

What’s Included:

  • Everything in Essentials

  • Weekly AP & AR management

  • Monthly Balance Sheet

  • Management Reports

  • Month-end closing

  • QuickBooks / Xero management

  • Dedicated account manager

Starts at:

$3499/Month
scale

Best for founders who want finance handled end-to-end

What’s Included:

  • Everything in Growth

  • Year-end accounting & closing

  • Cash flow forecasting

  • KPI dashboards

  • Tax coordination support

  • Virtual CFO support (strategic calls monthly)

Starts at:

$5999/Month
Essentials

Best for: Small businesses that want clean, accurate books without the extras. Get monthly bookkeeping that keeps you tax-ready and compliant.

What’s Included:

  • Real-time visibility into your finances

  • Cash-based P&L and balance sheet based on your bank and credit card activity

  • Standard chart of accounts

  • Year-end package for your tax preparer

  • Support from your dedicated US-based bookkeeping team in-app and over email

Starts at:

$599/Month
Core

Best for: Small businesses that want clean, accurate books without the extras. Get monthly bookkeeping that keeps you tax-ready and compliant.

What’s Included:

  • Real-time visibility into your finances

  • Cash-based P&L and balance sheet based on your bank and credit card activity

  • Standard chart of accounts

  • Year-end package for your tax preparer

  • Support from your dedicated US-based bookkeeping team in-app and over email

Starts at:

$599/Month
Custom

Best for: Small businesses that want clean, accurate books without the extras. Get monthly bookkeeping that keeps you tax-ready and compliant.

What’s Included:

  • Real-time visibility into your finances

  • Cash-based P&L and balance sheet based on your bank and credit card activity

  • Standard chart of accounts

  • Year-end package for your tax preparer

  • Support from your dedicated US-based bookkeeping team in-app and over email

Starts at:

$599/Month
Essentials

Best for: Small businesses that want clean, accurate books without the extras. Get monthly bookkeeping that keeps you tax-ready and compliant.

What’s Included:

  • Real-time visibility into your finances

  • Cash-based P&L and balance sheet based on your bank and credit card activity

  • Standard chart of accounts

  • Year-end package for your tax preparer

  • Support from your dedicated US-based bookkeeping team in-app and over email

Starts at:

$599/Yearly
Core

Best for: Small businesses that want clean, accurate books without the extras. Get monthly bookkeeping that keeps you tax-ready and compliant.

What’s Included:

  • Real-time visibility into your finances

  • Cash-based P&L and balance sheet based on your bank and credit card activity

  • Standard chart of accounts

  • Year-end package for your tax preparer

  • Support from your dedicated US-based bookkeeping team in-app and over email

Starts at:

$599/Yearly
Custom

Best for: Small businesses that want clean, accurate books without the extras. Get monthly bookkeeping that keeps you tax-ready and compliant.

What’s Included:

  • Real-time visibility into your finances

  • Cash-based P&L and balance sheet based on your bank and credit card activity

  • Standard chart of accounts

  • Year-end package for your tax preparer

  • Support from your dedicated US-based bookkeeping team in-app and over email

Starts at:

$599/Yearly
Talk to sales

Terms and Conditions Apply

additional services

Bank Reconciliation Boost

$150/m

Fast-track reconciliation for high-volume clients. Includes detailed report for each account with unmatched accuracy.

*Price is per client.

Tax Prep & Filing Assistance

$200/m

Prepare & file client taxes, including support for US, UK, Canada, UAE, and Australia. Perfect for firms outsourcing seasonal tax work.

*Price is per client.

Management Reporting Package

$180/m

Custom monthly management reports, dashboards, and KPIs for each client. Helps CPA & bookkeeping firms provide additional insights.

*Price is per client.

book now

Terms and Conditions Apply