Monthly Bookkeeping Plans
What’s included? Each plan comes with:
✔️ Onboarding Diagnostics Review and Prior Year Return Review
✔️ Document Access via Client Portal
✔️ Transaction Categorization and Receipt Management
✔️ Bank and Credit Card Reconciliation
✔️ Emailed Financial Reports (Transaction Report, Income Statement, Balance Sheet, and Statement of Cash Flows) and Business Status Review
✔️ Unlimited Email and Slack Support
✔️ Monthly Recommended Savings for Quarterly Estimated Taxes
✔️ Collaboration With Your CPA
✔️ Year-End Financial Reports for Tax Preparation
✔️ Be Your Business Cheerleader, Confidant, and Consultant!
Seedling Plan
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This plan includes handling up to 100 transactions per month, covering both money coming in and going out.
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This plan also features reconciliation services for up to 2 bank accounts and credit cards combined.
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We provide a 30% discount on your QuickBooks subscription, the exclusive software we utilize for all our bookkeeping services.
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Receive your monthly financial reports by the 14th, complemented by a detailed Loom video summary, along with a 30-minute monthly video call for a thorough review of your business status.
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Get started with our Seedling Plan starting at $350 per month.
Sprout Plan
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This plan includes handling up to 200 transactions per month, covering both money coming in and going out.
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This plan also features reconciliation services for up to 4 bank accounts and credit cards combined.
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We provide a 50% discount on your QuickBooks subscription, the exclusive software we utilize for all our bookkeeping services.
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Receive your monthly financial reports by the 12th, complemented by a detailed Loom video summary, along with a 30-minute monthly video call for a thorough review of your business status.
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Get started with our Sprout Plan starting at $500 per month.
Bloom Plan
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This plan includes handling 200+ transactions per month, covering both money coming in and going out.
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This plan also features reconciliation services for 4+ bank accounts and credit cards.
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Your subscription to QuickBooks is seamlessly integrated into our highest-tier plan, included as part of our comprehensive bookkeeping services.
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Receive your monthly financial reports by the 10th, complemented by a detailed Loom video summary, along with a 60-minute monthly video call for a thorough review of your business status.
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Get started with our Bloom Plan starting at $750 per month.