Modern Bookkeeping Plans.
Predictable Pricing That Grows With You.
Our Modern Bookkeeping Plans are based on your monthly expense transactions, . This approach is what your Financial Command Center should be for growth.
Essential
Perfect for businesses needing a reliable financial foundation with crystal-clear monthly insights.
- Core Financial Statements
- Bank Reconciliation
- General Ledger
- Year-End Financial Package (Ready for Filing)
- Data Visualization & Insights
- Financial Command Center Access
- Enhanced Communication
Growth
Perfect for growing businesses that need to go beyond data clarity and take active control of their cash flow.
- Cash Flow Statement
- AR & AP Aging Reports
- Bank & Credit Card Reconciliation
- General Ledger
- Year-End Financial Package (Ready for Filing)
- Advanced Data Visualization
- Financial Command Center Access (with Bill Pay)
Strategic
Perfect for businesses with higher complexity requiring customized tracking and advanced reporting.
- Everything in Growth, plus:
- Forecasting & Advanced Insights
- Unlimited Portal Messaging
- What-If Scenario Simulator
- Dedicated Expert Support
- Custom Reporting
How Our Modern Bookkeeping Plans Deliver Control
Our Financial Command Center turns complex data into clear, actionable insights for growing businesses, moving you from “what happened?” to “what’s next?”.
At-a-glance charts to monitor the fundamental health of your business.
- Sales vs. Expense Trend
- Sales vs. Profit Trend
- Expense Breakdown
Deeper insights into cash flow and operational efficiency.
- Cash Balance Trend
- Key Financial Ratios
- AR Aging Overview
Tools to plan for the future and make strategic decisions.
- Simple Cash Flow Projection
- Profitability Analysis
Securely share and access tax docs, bank statements, and reports. All in one place, 24/7.
Track upcoming bills, payment due dates, and tax deadlines in one shared calendar.
Model the financial impact of key decisions (e.g., “What if we hire two new staff?”) before you commit.
Ready to gain total financial control?
Choose your Modern Bookkeeping plan and transform financial management into a source of clarity.
Common Questions About Our Modern Bookkeeping Plans
How do I choose the right plan?
Your ideal plan is based on your monthly expense transactions. For most growing businesses, our Growth Plan is the perfect fit.
Consider this: hiring an in-house bookkeeper can cost upwards of $4,000/month, not including benefits, training, and software. In contrast, our Growth Plan offers a comprehensive, expert-led solution for a fraction of that price, giving you more value and complete peace of mind.
You also have our promise: our plans are flexible. If your needs change, switching is easy. We are here to fit your business perfectly.
What happens right after I pay?
Instant Welcome
Youโll receive a secure link to activate your Financial Command Center.
Guided Upload
Easily upload your documents via our secure dashboard.
We Take Over
Your dedicated expert team begins organizing your financials.
Is your pricing really predictable?
Yes. Your fixed monthly rate is determined by one simple metric: expense transactions. We don’t penalize you for your sales success.
What about additional services like payroll?
Absolutely. Once you’re set up, we can discuss additional services like payroll or specialized financial advisory tailored to your needs.
Is switching a hassle?
We Handle Migration
Our expert onboarding team manages the entire transition.
Built on the Best
We build your financial foundation on QuickBooks Online.
Where is your team based?
We are a distributed team of accounting experts serving businesses nationwide. Our team operates specifically tailored for U.S. businesses, ensuring full compliance with U.S. GAAP and IRS standards.
Do you also handle tax filing?
Our monthly bookkeeping service gets your books Ready for Filing. Once your accounts are in order, we can provide a separate quote for our tax filing services.
How does pricing work for high-volume businesses?
This modern bookkeeping model was specifically designed for this scenario. The core principle is simple: your plan is based on your expense transactions (money out), not your sales transactions (money in).
What happens when my small business grows?
This is a clear sign of success! We promise you will never get a surprise bill. If you’re consistently exceeding your limit, we will personally reach out *before* your next billing cycle to discuss a plan upgrade.