Bookkeeping Plans
Get peace of mind. Books always up-to-date.
Startup
For new businesses and sole proprietors.
$350$280/ mo
Billed annually — $3,360/yr
Clean books from day one — the financial foundation you need while you focus on building.
- Up to 30 transactions / month
- 1 linked account
- Income Statement & Balance Sheet reports
- Accounts Payable & Receivable reports
- Monthly account reconciliation
- Over-limit fee: $7 / transaction
- Assistance from your CPA1
Most popular
Standard
For growing businesses ready for deeper reporting.
$550$440/ mo
Billed annually — $5,280/yr
Bigger reporting, payroll setup, and tax-ready financials — so April is never a scramble.
Everything in Startup, plus:
- Up to 80 transactions / month
- Up to 2 linked accounts
- Payroll setup with Gusto
- Over-limit fee: $5 / transaction
- Financial reports prepared for tax filing
Deluxe
Full-service bookkeeping with CPA planning.
$750$600/ mo
Billed annually — $7,200/yr
White-glove bookkeeping with contractor filings and ongoing CPA-led financial planning.
Everything in Standard, plus:
- Up to 150 transactions / month
- Up to 4 linked accounts
- Over-limit fee: $4 / transaction
- Contractor 1099 filings2
- Company financial planning with CPA
1Up to 1 email or call per month during business hours.
21099 preparation is included. Client is responsible for any applicable IRS filing fees.