Compare Our Bookkeeping Plans
Find the Right Fit for Your Business
Explore our side-by-side comparison of bookkeeping service tiers to see which plan best aligns with your business’s needs. Whether you're just getting started or scaling rapidly, our customizable solutions offer the support you need—when you need it most.
| Small Business Essential Starting from $399/mo |
Small Business Elite Starting from $799/mo |
Small Business Ultimate Starting from $2,999/mo |
|
|---|---|---|---|
| Setup and Onboarding | Additional Fee | Additional Fee | Included |
| Bookkeeping Frequency | Monthly | Semi Monthly | Weekly |
| Transaction Limit | Up to 100/Month | Up to 300/Month | Unlimited |
| Dedicated Bookkeeper / Account Manager Support | Included | Included | Included |
| Bookkeeping Management | Included | Included | Included |
| AP & AR Management | Additional Fee | Included | Included |
| AR Collection | Additional Fee | Additional Fee | Included |
| Sales Taxes | Additional Fee | Additional Fee | Included |
| Financial Reporting | Profit & Loss Statements, Balance Sheet, Cashflow Reports | Financial Reporting & Custom Reports. Includes Key Performance Indicators | Enhanced Financial Reporting & Custom Reports. Includes Key Performance Indicators |
| Payroll | Additional Fee | Additional Fee | Included |
| Meeting Frequency | Unlimited email, phone, and virtual meetings | Unlimited email, phone, and virtual meetings | Comprehensive Support for all Financial Needs |
| QuickBooks Subscription | Included | Included | Included |
| Popular Add Ons | Payroll, AR/AP Management, AR Collection, Sales Taxes | Payroll, AR Collection, Sales Taxes | Inventory Management |
All of our advisors, bookkeepers, and accountants are proudly based in the United States.