Pricing

Affordable bookkeeping by real people.

Starter is $99/month — self-serve, no sales call needed. Need something bigger? Our Custom plan is built around your business.

Most popular

Starter

For small businesses and solo entrepreneurs.

$99/month

Direct messaging with your US bookkeeper
Cash-basis bookkeeping
Every transaction reviewed and categorized
Financial dashboard and trend charts
Monthly P&L delivered on your schedule
Know exactly where your money goes

Who this plan is for

Solo business owners
Freelancers and consultants
Real estate agents
Coaches and content creators
Anyone who wants clean books without the complexity

Included

Monthly bookkeeping by a real US bookkeeper
Transaction categorization and review
Bank account reconciliation
Monthly profit and loss report
Financial dashboard with trend charts
Direct messaging with your bookkeeper
Secure document storage

Limits

Up to 200 transactions per month
1 business bank account
1 business credit card
Cash-basis bookkeeping only

Not included

Manual transaction uploads
Tax preparation or filing
Sales tax filing
Inventory management
Historical cleanup work
Accrual-basis bookkeeping

Expected timeline

Initial setup within 2–3 business days
Monthly reports delivered after all bank transactions are available

Questions about which plan fits your business? We're happy to walk you through it. Contact us

Custom

Built around your business.

Let's talk

Everything in Starter
Accrual or cash-basis bookkeeping
Custom reporting tailored to your needs
Balance sheet & cash flow reporting
CFO insights, budgeting & KPI tracking
Any special requirements — just ask

Who this plan is for

Growing service businesses and agencies
Professional firms (law, medicine, consulting)
Businesses with higher transaction volume
Companies that need accrual-basis accounting
Anyone who needs something the Starter plan doesn't cover

Included

Everything in Starter
Accrual or cash-basis bookkeeping (your choice)
Invoice tracking and receipt management
Balance sheet reporting
Cash flow analysis
CFO-grade insights and budget tracking
KPI tracking and custom reporting
Quarterly financial review
Priority support with faster response times
Up to 1,500+ transactions per month
Up to 6+ connected financial accounts

Limits

Transaction volume and account limits set during onboarding
Scope agreed during our intro call

Not included

Payroll processing
Tax preparation or filing
Sales tax filing

Expected timeline

Intro call to scope your needs — usually 30 minutes
Initial setup within 3–7 business days after kickoff
Monthly reports delivered after all bank transactions are available

Questions about which plan fits your business? We're happy to walk you through it. Contact us

Prices are in USD. Subscriptions renew monthly until canceled. Questions? Email us. By subscribing you agree to our terms of service.