Modern Bookkeeping Plans:
Predictable Pricing That Grows With You
Our plans are based on your monthly expense transactions, . This approach is what modern bookkeeping plans for small businesses should be: simple, predictable, and built for your success.
Essential
Perfect for: Businesses needing a reliable financial foundation with crystal-clear monthly insights.
Up to 100
Up to 2 bank/credit card accounts
What’s Included:
- Core Financial Statements
- Bank & Credit Card Reconciliation
- General Ledger
- Tax-Ready Financial Package
- Data Visualization & Insights
- Secure Client Portal
- Enhanced Communication
Secure checkout & instant portal access.
Growth
Perfect for: Growing businesses that need to go beyond data clarity and take active control of their cash flow.
Up to 250
Up to 4 bank/credit card accounts
What’s Included:
- Core Financial Statements
- Cash Flow Statement
- Bank & Credit Card Reconciliation
- General Ledger
- AR & AP Aging Reports
- Tax-Ready Financial Package
- Advanced Data Visualization
- Secure Client Portal (with Bill Pay)
Secure checkout & instant portal access.
Strategic
Perfect for: Businesses with higher complexity requiring customized tracking and advanced reporting.
Up to 500
Up to 6 bank/credit card accounts
What’s Included:
- Everything in Growth, plus:
- Forecasting & Advanced Insights
- What-If Scenario Simulator
- Dedicated Account Manager
- Custom Reporting
We’ll contact you within one business day to discuss your specific needs.
How Our Modern Bookkeeping Plans Deliver Control
Our Client Portal isn’t just a tool for bookkeeping; it’s your command center. We turn complex financial data into clear, actionable insights for growing businesses, moving you from “what happened?” to “what’s next?”.
Sales vs. Profit
Expense Breakdown
Accounts Receivable Aging
Cash Balance Trend
Drag & drop files here, or
Max size: 50MB
Behind on Your Books? We’ll Get You Caught Up.
Our one-time catch-up and cleanup service is the perfect solution to get your business financials 100% accurate, organized, and tax-ready.
Catch-up & Cleanup Service
Months behind? We’ll get you 100% caught up. We don’t just organize; we analyze your past expenses to find potential tax deductions, ensuring your books are fully optimized.
How It Works
After checkout, you’ll get an email with simple instructions to upload your documents. Our team will review everything and be in touch. It’s that simple.
Questions About Our Modern Bookkeeping Plans?
Explore answers to common questions about our modern bookkeeping plans for small businesses.
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 & Portal Access
Immediately after you pay, you’ll receive a welcome email. This contains a secure link to activate your personal Client Portal and create your password.
Guided Document Upload
Inside the portal, you’ll find a secure dashboard to easily upload your financial documents. Don’t worry if you’re unsure what to provide—our expert team will personally review your situation and guide you on exactly what we need.
We Take Over
That’s it. Once we have your documents, your dedicated TTB expert team takes over, begins organizing your financials, and will reach out with a personal welcome.
Already using QuickBooks Online? Just let your onboarding team know, and we can often connect directly to your existing account.
What about additional services like payroll?
Absolutely. We simplify your initial decision by focusing on the core bookkeeping plan that’s right for you. Once you’re set up, we can then discuss additional services like payroll or specialized financial advisory.
We handle these on a case-by-case basis to ensure the solution is perfectly tailored to your business needs. Just reach out to your dedicated team through the client portal to start the conversation.
Is your pricing really predictable? What’s the catch?
Yes, it’s really that straightforward. The transparent pricing for our bookkeeping services is 100% free of hidden fees or “gotchas.”
Your fixed monthly rate is determined by one simple metric: expense transactions. We don’t penalize you for your sales success. Therefore, the price you see is the price you pay.
How does pricing work for high-volume businesses like e-commerce?
This modern bookkeeping model was specifically designed for this scenario. The core principle is simple: your plan is based on your (money out), not your sales transactions (money in).
For example, an e-commerce store with 5,000 customer orders a month will find that those 5,000 sales do not count toward their plan limit. Consequently, your success in generating revenue will never inflate your bookkeeping costs with us.
What happens when my small business grows and I exceed my plan’s limit?
This is a clear sign of success, and our promise is simple: you will never get a surprise bill from us.
Our team actively monitors your account volume. For that reason, if you’re consistently exceeding your limit, we will personally reach out *before* your next billing cycle to discuss a plan that better fits your new business size. As a result, you are always in full control.
Services & Technology
Is switching to your bookkeeping services a hassle?
Not at all. We make switching completely painless with a process built on two key principles.
We Handle the Migration
Our expert onboarding team manages the entire migration for you, ensuring a seamless transition from your old system.
Built on the Best
We build your financial foundation on QuickBooks Online, ensuring a powerful and future-proof accounting file.
What software do you use, and how do I access my reports?
Our entire bookkeeping process is built on QuickBooks Online (QBO), the industry’s gold standard, ensuring you have a powerful and portable accounting file. For your convenience, all completed reports (PDFs) and insights are delivered and securely stored in your personal Client Portal.
While you don’t need your own QBO subscription, if you have one, we can sync directly with it upon request.
Do you also handle tax filing?
Our monthly bookkeeping service is designed to get your books perfectly Tax-Ready. Once your accounts are in order, we can provide a separate quote for our tax filing services, tailored to your specific situation.
This is an add-on service, independent of the monthly bookkeeping plan. After you approve the quote, we will handle your complete financial and tax filing needs.
Ready to gain total financial control?
Choose your modern bookkeeping plan and transform your business’s financial management from a chore into a source of clarity. Start your effortless journey today.