Bookkeeping from $250/mo.
Priced by how many accounts you have, not how many questions you ask. Pick the plan that fits now. Move up when you grow.
Just launched, keeping it simple
Clean books from day one, before bad habits set in.
- Monthly reconciliation, up to 3 accounts
- Revenue & expense categorization
- Monthly P&L and balance sheet
- Shared Slack channel
Steady revenue, first hires
For when the business is real and the numbers need to be right, not just recorded.
- Everything in Bookkeeping
- Reconciliation for 4–6 accounts
- Payroll entries tracked (Gusto, ADP, etc.)
- Monthly async video walkthrough of your numbers
- Quarterly tax estimates
Scaling, raising, or making big calls
Custom-quoted to fit your business
Custom-built around what your business actually needs. We meet when it matters, not because it's on the calendar.
- Everything in Accounting
- 7+ accounts or high transaction volume
- Scope built around your needs
- Advisory on your schedule
Compare the plans
| Bookkeepingfrom $250/mo | Accountingfrom $750/mo | Advisoryfrom $1,000/mo, custom | |
|---|---|---|---|
| Connected accounts | Up to 3 | 4–6 | 7+ |
| Monthly reconciliation | ✓ | ✓ | ✓ |
| Monthly P&L + balance sheet | ✓ | ✓ | ✓ |
| Shared Slack channel | ✓ | ✓ | ✓ |
| Client portal | ✓ | ✓ | ✓ |
| Payroll entries tracked | – | ✓ | ✓ |
| Monthly async video walkthrough | – | ✓ | ✓ |
| Quarterly tax estimates | – | ✓ | ✓ |
| Custom scope | – | – | ✓ |
| Advisory meetings | – | – | When you need them |
Add-ons, when you need them
One-time projects and the stuff that doesn't happen every month.
Catch-up bookkeeping
$250 / month behindBehind on your books? We clean up past months at a flat, one-time rate, then roll you into a monthly plan.
Individual tax return
$600 or $900Flat-priced personal returns with a state return, dual review, and a video walkthrough. See the Taxes page.
Business tax return
From $1,500Partnership (1065) and S-corp (1120-S) returns. Not included in monthly plans. See the Business taxes page.
Entity setup & S-corp election
QuotedLLC formation, EIN, state registrations, and the S-corp election when it actually makes sense.
Payroll setup
QuotedGetting your first hire paid correctly, with withholding and filings set up right.
Pricing questions
What counts as an "account"?
Any bank account, credit card, loan, or payment processor we reconcile each month. Your checking, your Amex, and Stripe would be three.
What if I outgrow my plan?
We will tell you in Slack before your bill changes. No surprise upgrades.
Is there a contract?
Month to month. If we are not worth it, you should not be stuck with us.
Do you do taxes too?
Yes. Tax returns, estimates, and planning are quoted separately based on how complex your situation is, so you are not paying for tax work in the months you do not need it.
Not sure which plan fits?
30 minutes is enough to count your accounts and point you to the right one.