Essential


For growing businesses ready to get their finances under control and stop guessing.

Everything You Need to Run Your Finances With Confidence

Monthly Close by the 10th

Books closed and reports delivered by the 10th of every month — no delays, no excuses. You always have last month's numbers when you need them.

Full-Service Bookkeeping

We keep your books clean, current, and audit-ready every single month — no matter how many transactions you run. You focus on the business. We handle the books.

Monthly Standard Financial Reporting

Get clear profit & loss, cash flow, andbalance sheet reports delivered by the10th of every month. Built for visibility, clarity, and smarter decision-making.

Year-End Package for Your Tax Preparer

Your financials are organized, accurate, and fully prepared for tax season — every year without fail. No scrambling. No last-minute chaos. Just clean numbers ready to go.

Bank & Credit Card Reconciliation

Every account. Every transaction. Reconciled monthly so your numbers are always accurate and nothing slips through the cracks.

Receipt Tracking & Categorization

All receipts captured, categorized,and reconciled monthly so everyexpense is accounted for andnothing gets missed at tax time.

Premium Support Included


1 business day response time. Dedicated client portal access. Your books are handled. Your questions are answered. Your finances are clear. Every single month.






Pricing

Powerful features.
seamless experience.

One flat monthly rate. No hourly billing. No surprise invoices. No long-term contracts. Ever.

Essential Plan

For companies that need clean, accurate books and a clear financial picture

Starting at

$897/Month

$58.00

$39.00/Month

Full service bookkeeping

Monthly statements & reports by the 10th

Year-end package for your tax preparer

Bank & credit card reconciliation

Receipt Tracking

Monthly P&L statement

Monthly cash flow statement

Monthly balance sheet

Support: 1 business day

Dedicated client portal access







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