Pricing
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
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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
Foundation
Starting at $500/month
Momentum
Starting at $950/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
Starting at $1550/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
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.
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
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
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
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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Advanced CFO Advisory Services
These services can be added as needed or bundled into ongoing support.
Cleanup begins with a mandatory Diagnostic Review and ensures your books are accurate, organized, and fully up to date.
Pricing Information
Monthly services are billed in advance of each service period. Pricing starts at the ranges listed above for businesses with standard activity and well-maintained books. Final pricing is based on transaction volume, account count, book cleanliness, and overall complexity (such as project-based work, detailed tracking, or inventory). We confirm all final pricing after an initial consultation and book review to ensure an accurate and fair quote. Pricing may be adjusted with advance notice if the scope of work changes.