Essentials
For side businesses and new solo owners.
$200/month
- Up to 50 transactions a month
- 1 bank account and 1 credit card
- Monthly bank reconciliation
- Monthly profit and loss report
- Email support
Your plan is based on how busy your business is, so you only pay for the work you need. Every plan includes monthly reconciliation and a clear report you can actually read.
A transaction is any purchase, payment or deposit in your bank and card accounts. Not sure how many you have? We'll count them for you during your free review.
For side businesses and new solo owners.
For most small businesses with steady sales and bills.
For busy businesses with staff and more moving parts.
More than 300 transactions a month? We'll build a custom plan after a free review of your accounts.
| Extra | What you get | Price |
|---|---|---|
| Catch-up bookkeeping | Behind on your books? We bring past months up to date, with a flat quote after reviewing your records. | from $175 per month behind |
| Payroll processing | We run each payroll for you in your payroll software, including hours, paychecks and new hires. Your payroll software files and pays the payroll taxes. | from $75/month + $10 per employee |
| Power BI dashboard | A live dashboard of your sales, expenses and profit that updates as your books do | +$100/month |
| Pay yearly | Pay for 12 months up front | 1 month free |
A short call and a look at your accounts, so we can recommend the right plan.
You give us view-only access to your bank and card accounts. We never move your money.
If your books are behind, we bring them current first.
Each month we categorize every transaction and reconcile your accounts.
By the 15th, you get last month's report with plain-English notes.
Your clean books go to your tax preparer, ready to use.
Book a free review and we'll recommend the right plan for your business.
Book a free review