Monthly Plan - $200/month

✔ Reconciliation of up to 3 bank/credit card accounts
✔ Accounts Payable/Receivable (AP/AR) – up to 30 transactions
✔ Monthly bill pay

Ideal for: Small businesses with minimal monthly transactions that need consistent bookkeeping support.

Weekly Plan - $640/month

✔ Reconciliation of up to 4 bank/credit card accounts
✔ Accounts Payable/Receivable (AP/AR) – up to 90 transactions
✔ Weekly bill pay

Ideal for: Businesses with higher transaction volume needing more frequent financial updates.

✔ Perfect for catch-up bookkeeping
✔ One-time cleanup projects
✔ Custom bookkeeping needs

If your books are not up to date, we can work on an hourly basis to get them current before transitioning to a monthly plan.

Q: What qualifies as a transaction?
A: A transaction is any check, deposit, paycheck, vendor payment, or debit/credit card charge. Each instance counts toward your monthly transaction limit.

Q: How do I know which plan is best for my business?
A: If your business has lower monthly transaction volumes, the Monthly plan is a great fit. For businesses with higher volumes or more frequent activity, the Weekly plan may be better. If your books are not up to date, we can start with the Hourly/Project rate to get everything current.

Q: What if my business exceeds the transaction limit for a plan?
A: If you expect to exceed the transaction limit regularly, we can discuss custom solutions or adjustments to ensure your bookkeeping needs are met.

Q: How do I get started with an Hourly/Project service?
A: Contact us for an initial consultation. We'll review your current books and determine the scope and timeline for bringing them up to date. Once updated, you can transition to one of our monthly service plans.

Q: Can I switch between plans later on?
A: Yes! We’re happy to work with you to adjust your service plan as your business grows or your needs change.