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Pricing

Transparent bookkeeping pricing — priced to your transaction volume.

No hourly billing games. Every tier is a fixed fee based on the number of monthly transactions across all of your accounts — asset, expense, income, and liability.

Ongoing Monthly Bookkeeping

  • Up to 50 transactions$150per month
  • Up to 100 transactions$300per month
  • Up to 150 transactions$450per month
  • Up to 200 transactions$600per month
  • Up to 250 transactions$750per month

Every additional 50 transactions · +$150 / month

Annual Cleanup

  • Up to 1,000 transactions$1,500flat fee
  • Up to 2,000 transactions$3,000flat fee
  • Up to 3,000 transactions$4,500flat fee
  • Up to 4,000 transactions$6,000flat fee

Every additional 1,000 transactions · +$1,500 flat

Semi-Annual Cleanup

  • Up to 500 transactions$725flat fee
  • Up to 1,000 transactions$1,450flat fee
  • Up to 1,500 transactions$2,175flat fee
  • Up to 2,000 transactions$2,900flat fee

Every additional 500 transactions · +$725 flat

Tax Preparation

  • Individual return (1040)$300per return
  • Joint return (1040 joint)$650per return
  • Schedule C / Schedule F$300per schedule
  • Partnership (1065) — up to 2 partners$800per return
  • S-Corporation (1120-S)$1,000per return
  • C-Corporation (1120)$1,500per return

Additional partners on 1065 · +$300 per partner beyond two

What's included in every plan

CPA-reviewed books, delivered on a dependable rhythm.

  • All account types — asset, expense, income, and liability
  • Bank & credit card reconciliations
  • Monthly financial statements
  • CPA-reviewed books, not just data entry
  • Fixed fee — no hourly billing surprises

How we count

One line = one transaction.

We count every posted line across bank, credit card, loan, income, and expense accounts — the same way your general ledger does.

Volume changes

You move up only when you grow.

Tiers are reviewed quarterly. If your average volume moves into the next tier for two consecutive months, we'll adjust and confirm in writing.

Beyond bookkeeping

Tax, advisory, and CFO — quoted separately.

Tax preparation, fractional CFO, and advisory work are scoped to your business. Request a proposal and we'll respond within one business day.

Not sure which tier fits?

Send us your last month's transaction count and we'll confirm a fixed fee within one business day.

Request a quote Book a consultation