Membership levels

Choose a plan that meets your business needs.

FAQs

  • We provide comprehensive bookkeeping services, including transaction categorization, account reconciliation, and financial report generation. Our services are tailored to small businesses with various plan options to suit different needs.

  • Our clients choose from different subscription levels based on the number of accounts they need managed. You can pause or cancel your subscription at any time, providing flexibility to suit your business's changing needs.

  • Getting started is simple. Subscribe to a plan, complete the onboarding process, sign the agreement, and provide us access to your QuickBooks or Xero. We take it from there, ensuring your finances are accurately managed.

  • Yes, there is a one-time setup fee for $199. This fee covers the initial setup and integration of your account into our system for streamlined bookkeeping.

  • Absolutely! You can upgrade or downgrade your subscription plan at any time to match your business’s evolving needs.

  • Our Clean-up service is designed for businesses that need to backtrack and organize their books for previous months. The pricing of this service is calculated by multiplying the number of months requiring clean-up by the cost of either the starter or pro subscription. For example, if you have 8 months to clean up and 3 accounts, the total cost will be $495 x 8 months + $199 set-up fee = $4,159

  • You will receive monthly financial reports, providing you with regular, up-to-date insights into your business’s financial health.

  • Yes, protecting your financial data is our top priority. We use secure methods to handle your data, ensuring confidentiality and compliance with data protection regulations.

  • We primarily work with QuickBooks and Xero, two of the leading accounting software platforms, to manage your bookkeeping needs efficiently.