Straightforward pricing.
No annual contracts.
Pick the engagement that matches the size of your books. Move up or down any month. The Savings Engine is included at every tier.
Transparent.
No annual contracts.
Pick the engagement that matches the size of your books. Move up or down any month.
Clean books, AI assisted
For early stage businesses that need accurate books and reliable monthly reports.
Starting at- Monthly financial reports
- Customized chart of accounts
- Variance analysis
- Assigned bookkeeper
- Year end tax ready financial package
AI + assigned bookkeeper
For growing businesses that need AP, AR, and budgeting on top of clean books.
Starting at- Everything in Startup, plus:
- Invoicing and collections (up to 10 clients)
- Bill payments (up to 20 suppliers)
- Financial package delivered by the 10th
- Annual and quarterly budgets
Embedded finance team
For established businesses with inventory, payroll, and multi line operations.
- Everything in Premium, plus:
- Inventory tracking and reconciliation
- Payroll processing
- Separate P&L for multiple product lines
- Custom reports
- Named Customer Success Manager
All plans include AI assisted categorization and reconciliation, monthly close, and an assigned bookkeeper with senior accounting review. Final pricing depends on transaction volume and complexity.
Common questions.
What's included in the onboarding fee? +
The onboarding fee covers chart of accounts setup, integration with QuickBooks Online plus your banks/POS/payroll systems, and the first month of close. Cleanup, if your books need it, is a separate one time engagement quoted up front. After onboarding, you only pay the monthly tier.
Can I change plans later? +
Yes. Move up or down any month. No annual contracts. We'll recommend a tier after your 15 minute discovery call based on transaction volume and what services you actually use.
Does the Savings Engine cost extra? +
No. Vendor review through our multi category partner network is included in every tier.
What if our books are a mess from a previous bookkeeper? +
We offer cleanup as a one time engagement before going live with monthly service. Most cleanups take 2 to 4 weeks depending on how far behind things are.
Do you file taxes? +
Tax filing isn't in our standard scope. Premium and Enterprise tiers include tax ready financial statements and 1099 prep. We can refer you to our tax filing partner, or fold filing into your engagement at custom pricing.
Build a cleaner monthly close.
Talk to our team for a 30 minute walkthrough. We'll show you what AI assisted bookkeeping would look like for your business and how we would scope the team behind it.