Simple, Transparent Pricing

Proudly serving clients across the United States and Canada.

No obligation, just helpful advice

Bookkeeping & Finance Support Services

Comprehensive financial management solutions with dedicated accounting managers and priority support.

Features

Starter

Ideal for Freelancers & Solo Founders
$ 199
per month
Transaction Management

Monthly Transaction Volume

Up to 100 transactions

Account Management

Bank Reconciliation

1 Bank Account

Credit Card Reconciliation

1 Credit Cards

Invoicing & Billing

Monthly Invoicing

Financial Tracking

Accounts Payable/Receivable

Cash Flow

Forecasting & Budgeting

Reporting & Analytics

Monthly Reports

Financial Statement Preparation

Support & Consultation

Dedicated Accounting Manager

Monthly Consultation Sessions

2 online sessions/month

Priority Support Response

Within 48 hrs

Monthly Effort Hours

15 Hours

Most Popular

Growth

Ideal for Startups & Growing Teams
$ 499
per month
Transaction Management

Monthly Transaction Volume

Up to 500 transactions

Account Management

Bank Reconciliation

3 Bank Accounts

Credit Card Reconciliation

3 Credit Cards

Invoicing & Billing

Monthly Invoicing

Financial Tracking

Accounts Payable/Receivable

Cash Flow

Forecasting & Budgeting

Reporting & Analytics

Monthly Reports

Expense Breakdown

Financial Statement Preparation

Support & Consultation

Dedicated Accounting Manager

Monthly Consultation Sessions

6 online sessions/month

Priority Support Response

Within 24-48 hrs

Monthly Effort Hours

60 Hours

Enterprise

Ideal for High-Growth & Funded Companies
Custom pricing
Transaction Management

Monthly Transaction Volume

Up to 1000+ transactions

Account Management

Bank Reconciliation

Unlimited

Credit Card Reconciliation

Unlimited

Invoicing & Billing

Monthly Invoicing

Unlimited

Financial Tracking

Accounts Payable/Receivable

Detailed Report

Cash Flow

Custom

Forecasting & Budgeting

Custom

Reporting & Analytics

Monthly Reports

KPIs + AR/AP Aging

Financial Statement Preparation

Support & Consultation

Dedicated Accounting Manager

Monthly Consultation Sessions

Unlimited sessions / month

Priority Support Response

Within 24 hrs

Monthly Effort Hours

Custom

Transaction Management

Monthly Transaction Volume

Up to 100 transactions

Up to 500 transactions

Up to 1000+ transactions

Account Management

Bank Reconciliation

1 Bank Account

3 Bank Accounts

Unlimited

Credit Card Reconciliation

1 Credit Cards

3 Credit Cards

Unlimited

Invoicing & Billing

Monthly Invoicing

Unlimited

Financial Tracking

Accounts Payable/Receivable

Detailed Report

Cash Flow

Custom

Forecasting & Budgeting

Custom

Reporting & Analytics

Monthly Reports

Expense Breakdown

KPIs + AR/AP Aging

Financial Statement Preparation

Support & Consultation

Dedicated Accounting Manager

Monthly Consultation Sessions

2 online sessions/month

6 online sessions/month

Unlimited sessions / month

Priority Support Response

Within 48 hrs

Within 24-48 hrs

Within 24 hrs

Monthly Effort Hours

15 Hours

60 Hours

Custom

Optional Add-ons

Enhance your financial management with our specialized add-on services

Clean-up Accounting

Year-end cleanup and catch-up bookkeeping services

MIS Reporting

Management Information System reports and analytics

Financial Dashboard

Real-time financial insights and KPI tracking

Custom Solutions

We leverage industry-leading software and technologies to deliver exceptional financial services and insights.

Analytics & Reporting

Corporate Governance

Data Automation

Our Satisfaction Guarantee

We're confident in the value we provide. If you're not satisfied within 30 days, we'll make it right or refund 100%

Frequently Asked Questions

Have questions about our pricing or services? Find answers to common questions below.

Do you require a long-term contract?

No, all our services are available on a month-to-month basis. We’re confident in the value we provide and don’t lock you into long-term contracts.

Can I customize which services I need?

Absolutely! While we offer standard packages, we can create a custom solution that includes only the specific services your business needs.

How quickly can you implement your solutions?

For most clients, we can have basic bookkeeping and data visualization set up within 1-2 weeks. More complex automation and Power BI dashboards typically take 3-4 weeks to implement.

Do you integrate with existing accounting software?


Yes, we integrate with all major accounting platforms including QuickBooks, Xero, Sage, and more, as well as many CRM and ERP systems. Our team can adapt to your existing technology stack.

How do you ensure data security?

We implement enterprise-grade security measures including encrypted data transmission, secure cloud storage, multi-factor authentication, and strict access controls. All our processes are compliant with industry standards.

What are your communication channels?

We offer multiple communication channels including dedicated account managers, scheduled video calls, and continuous email support for real-time updates and document sharing.

Will I always have an up-to-date view of my accounts and what's happening financially?

Absolutely! You’ll have a dedicated account manager who’ll keep you updated on your accounts and insights whenever needed, ensuring you’re always in the loop.

What if changes are needed over time, or I want to shift my service plan? Can you adapt and customize?

Absolutely! We’re super flexible and always happy to adjust and customize your services and plan to fit your evolving business needs.

What if, after working together, we don't feel the services are the right fit? Will I get a refund?

While we always strive to deliver the best services and truly stand by our work, we understand that sometimes things just don’t click. If you ever feel our services aren’t the right fit, we’ll absolutely sit down to discuss your preferences and find a solution. If it still doesn’t work out, rest assured your money will be returned.

Can’t find the answer you’re looking for?

Ready to Transform Your Financial Management?

Let our expert team handle your bookkeeping, data automation, and visualization needs while you focus on growing your business.