Accurate financials, consistent reporting, and expert oversight from a licensed CPA —
with your QuickBooks Online setup included at no cost.
Exclusive for new clients with a 12-month commitment · Limited spots available
Every plan comes with the full stack — setup, syncing, categorization, reports, and a CPA reviewing it all.
Your account configured and ready — chart of accounts, settings, and integrations handled for you.
A simplified QuickBooks experience for basic bookkeeping, included free while your subscription is active.
Live connections to your dedicated business accounts keep transactions flowing automatically and securely.
Every transaction reviewed and categorized correctly so your books are always audit-ready.
Delivered monthly or quarterly once transactions clear — clear insight into your financial health.
Every entry and report is reviewed by a licensed CPA. Real expertise, real accountability.
Flat rates, no surprises. Every plan includes 10% off your 2026 tax prep.
Essentials
$99/month
Up to 25 transactions/monthGrowth
$199/month
Up to 100 transactions/monthPro
$359/month
Up to 250 transactions/monthEssentials
$339/quarter
Up to 75 transactions/quarterGrowth
$629/quarter
Up to 300 transactions/quarterPro
$1,099/quarter
Up to 800 transactions/quarterExceeding your transaction limit? You'll be auto-upgraded to the next tier. 12-month commitment required.
Personalized oversight from a licensed CPA. Your financials are in expert hands.
No hidden fees, no hourly surprises. Know exactly what you're paying every month or quarter.
Start with Essentials and seamlessly upgrade as your transaction volume increases.
Access your up-to-date financials anytime through QuickBooks — no end-of-year surprises.
We're here beyond tax season. Consistent, reliable support whenever you need it.
All bookkeeping subscription clients will automatically receive a 10% discount on their 2026 income tax return preparation.
12-month agreement required. QuickBooks setup is free with this promo. Early cancellation incurs a one-time $300 setup recovery fee.
Monthly plans charged on the 1st of each month. Quarterly plans charged on the 1st of each quarter. Billed in advance.
Plans are based on your billing cycle. Overages auto-adjust to the appropriate tier. Manual transactions capped at 20% of total.
All accounts must use live QuickBooks sync with dedicated business accounts. Manual uploads or unsupported banks may incur additional fees.
Delivered monthly or quarterly, once all transactions have cleared and required information has been provided.
Included free during your active subscription. Access is removed upon cancellation of bookkeeping services.
Limited spots available. Lock in your free QuickBooks Online setup today!
