Best & Affordable Pricing
Professional full-charge bookkeeping, US federal and state tax filings, and corporate formation. Everything you need to stay fully compliant without hidden retainers.
Full-Charge Bookkeeping & Financial Reporting
Simple flat-rate monthly plans. Pick the plan that fits your business, or request a custom quotation.
Starter
Reliable monthly categorization, quarterly statements, and year-end tax prep support for freelancers and micro-businesses.
What's Included
- 1 bank account
- 1 credit card
- Up to 50 transactions per month
- Monthly categorization (income and expense coding)
- Quarterly Profit & Loss statement
- Year-end tax prep support
- Email support (48-hour response)
Growth
More accounts and transaction volume for growing businesses — everything in Starter, scaled up.
What's Included
- Up to 2 bank accounts
- Up to 2 credit cards
- Up to 150 transactions per month
- Everything in Starter
Business
Full-capacity bookkeeping for active businesses with many accounts and high transaction volume.
What's Included
- Up to 5 bank accounts
- Up to 5 credit cards
- Up to 250 transactions per month
- Everything in Growth
Additional Bookkeeping Services
These tailored services are quoted to fit your exact needs — tell us your volume and we'll send a flat-fee proposal.
Additional Sales Tax Filing
Request a QuoteState-level sales tax return preparation and filing for each nexus where you have a filing obligation.
Accounts Receivable (A/R) Invoicing & Tracking
Request a QuoteCustomer invoicing, payment tracking, and AR aging management so you always know who owes you and when to follow up.
Accounts Payable (A/P) Bill Payment Management
Request a QuoteVendor bill entry, approval routing, and scheduled payments to keep your payables current and cash flow accurate.
Historical Catch-Up / Cleanup Bookkeeping
Request a QuoteMonths-behind ledgers reconstructed cleanly. Billed hourly or as a single flat fee per historical month — scoped upfront before any work begins.
Quarterly CPA Advisory Call (60 mins)
Request a QuoteOne-on-one 60-minute strategy session with a senior CPA — tax planning, cash flow review, and proactive recommendations for the quarter ahead.
Request a Custom Quotation
Tell us how many bank accounts and credit cards you have, your monthly transaction volume, and any extra services you need. We'll send you a tailored quote.
Frequently Asked Questions
Clear answers regarding retainers, deadlines, and deliverables.