Clear Pricing for Your
Peace of Mind

No Mess is Too Big. No Question is Too Small.

Whether you’re just starting to sprout or you’re ready to thrive, tiered support that grows with you. Select the level of care that fits your current needs—knowing you can always pivot as your business evolves.

Our Bookkeeping Packages

Find the level of care that fits your business today—and grow into the next when you’re ready.

Feature

Meeting Essentials

$245/meeting + See tax pricing

The Seedling Plan

Starting at $985/quarter

The Flourish Plan

Starting at $525/mo

The Thrive Plan

Starting at $1,230/mo

Best For

DIY-ish Owners

New/Simple Businesses

Growing Businesses

Established Teams

Frequency

Annual + On-Demand

Quarterly

Monthly

Bi-Weekly / Full-Service

Bookkeeping

Cleanup (Optional)

Up to 2 Bank Accounts

2 Bank + 1 Credit Card

4 Bank + 1 Credit Card

Financial Reviews

As Needed

Quarterly

Monthly

Bi-Weekly

Tax Returns

As Needed (Biz/Pers)

Add-on

Included (Biz/Pers)

Included (Biz/Pers)

Software

-

-

Xero Subscription Inc.

Xero Subscription Inc.

Payroll

Support

On-Demand Strategy

CPA Q&A

Priority CPA Support

Highest Priority CPA

Plan Details

Every plan is built to give you clarity, confidence, and a CPA in your corner.

Meeting Essentials & Strategy Sessions

The perfect safety net for the business owner who handles the daily books but wants expert oversight.

  • Annual Tax Preparation: Full filing for both Business and Personal returns.
  • State Tax Filing: Stay compliant across state lines.
  • On-Demand Strategy: Book meetings as you need them for quarterly estimates, specific tax questions, or planning sessions.
  • Catch-up Ready: Optional cleanup services available if your books need a little “polish” before tax season.

Quarterly Essentials (The Seedling Plan)

A solid foundation for businesses that need regular check-ins to stay on track without the cost of monthly overhead.

  • Clean Data: Monthly categorization and reconciliation for up to 2 bank accounts.
  • Compliance: Sales tax review and annual 1099 filing for up to 10 contractors.
  • Expert Access: Quarterly financial reports and review meetings to calculate your tax estimates.
  • Direct Access: Ask your CPA basic questions throughout the year—no fear, no judgment.
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Monthly Momentum (The Flourish Plan)

Our most popular choice. Designed for owners who want monthly insights to make proactive, data-driven decisions.

  • Monthly Clarity: Full bookkeeping for 2 bank accounts and 1 credit card with monthly financial reports.
  • Total Tax Integration: Your Xero subscription and Annual Tax Returns (Business & Personal) are included in the price.
  • Paperwork Handled: W-9 management and 1099 filings for up to 25 contractors.
  • Growth Meetings: Monthly reviews to ensure you’re maximizing profit and minimizing tax liability.
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Full-Service Partnership (The Thrive Plan)

Functioning as your in-house accounting department, this all-inclusive plan offers our highest level of support.

  • Comprehensive Management: Up to 4 bank accounts, 1 credit card, and full receipt management.
  • Operational Power: Payroll setup/processing and oversight for 401(k) management.
  • Strategic Oversight: Bi-weekly review meetings and unlimited 1099 filings.
  • Advanced Tracking: Fixed asset tracking and depreciation schedule management.
  • White-Glove Support: Priority access to your CPA for all strategic business decisions.
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Common Questions

My books are a mess. Will you judge me?

Never. My job is to bring order to the chaos, not to make you feel bad about it. We start where you are.

Can I switch plans later?

Absolutely. As your business scales or simplifies, we can adjust your package to match.

Do I have to use Xero?

While we love Xero (and include it in our top tiers!), we can discuss your current setup during our quote call.

Ready for a Cleaner Financial Future?

Click the button below to provide a few details about your business. I'll review your info and get back to you with a personalized quote within 48 hours.

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