Pricing and Bookkeeping Services
Straightforward, transparent pricing that reflects the care, precision, and peace of mind your business deserves.
We provide personalized bookkeeping services designed for service-based and owner-run businesses.
Our tiered pricing structure is built to provide the right level of support as your business grows.
Monthly Bookkeeping Packages
Foundation
$350/month
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Up to 100 transactions
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Up to 2 accounts
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Monthly financial statements
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Reconciliation
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Year-end ready
Momentum
$650/month
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101–300 transactions
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Up to 4 accounts
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Monthly financial statements
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Reconciliation
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Year-end ready
Pinnacle
$950/month
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301–500 transactions
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Up to 5 accounts
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Monthly financial statements
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Reconciliation
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Year-end ready
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Quarterly financial review
Summit
Custom Quote
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For higher volume or more complex businesses
Pricing Information
Pricing starts at the ranges listed above for businesses with standard activity and well-maintained books, with final pricing based on transaction volume, number of accounts, the condition of the books, and overall complexity, including factors such as project-based work, detailed tracking requirements, or inventory-based businesses. Final pricing is confirmed after an initial consultation and review of your books to ensure accurate and fair pricing.
Add-On Services
Additional services are available across all service tiers and are customized to your business needs
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Payroll support
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Accounts payable (AP)
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Accounts receivable (AR)
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Sales tax filing
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Additional accounts or transactions.
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1099 filing
Our Process
A simple, transparent workflow designed to give you clarity from day one.
Step 1 — Initial Consultation
We assess your current financials and identify the right plan.
Step 2 — Review of Your Books
We determine fit and discuss your business needs.
Step 3 — Customized Proposal
You receive a transparent proposal tailored to your business.
Additional Services
Premium support designed for businesses that need deeper financial clarity, cleanup, or strategic guidance. These services complement your monthly bookkeeping and ensure your books are accurate, organized, and ready for confident decision‑making.
Diagnostic Review
A complete, detailed assessment of your current books.
$500 for the first year reviewed
$300 for each additional year
*Payment is required before the review begins. The Diagnostic Review fee is applied toward your first month of ongoing bookkeeping service.
Cleanup Services
Cleanup begins with a mandatory Diagnostic Review.
Pricing is based on:
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Months behind
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Condition of the books
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Complexity of transactions
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Number of accounts
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Any special tracking requirements
Cleanup ensures your books are accurate, organized, and fully up to date.
Advisory Services
Strategic financial guidance to support your business growth.
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Financial planning and budgeting
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Cash flow forecasting
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Strategic financial guidance
These services can be added as needed or bundled into ongoing support.