Choose Your Ideal Plan
Compare our clear, transparent services and features to find the perfect solution tailored to your business needs both today and in the future.
The Reset Package
Catch Up Bookkeeping
Perfect for businesses that have fallen behind and need to get their books current.
Entering and organizing all missing months
Categorizing income and expenses
Reconciling bank and credit card accounts
Identifying gaps or missing activity
Setting up a clean starting point for accurate books
Clear summary of your financial health once complete
The Repair Package
Clean-Up Bookkeeping
Designed for businesses whose books are up to date but inaccurate or messy.
Fixing incorrect categories or misclassified transactions
Removing duplicates and correcting errors
Reconciling mismatched balances
Cleaning up Shopify, Stripe, PayPal, and bank integrations
Correcting inventory or cost-of-goods issues (if applicable)
Ensuring books are accurate, trustworthy, and tax-ready
The Rhythm Package
Ongoing Monthly Bookkeeping
Your month-to-month bookkeeping, handled consistently and accurately.
Monthly categorizing of income and expenses
Reconciling all accounts
Monthly oversight to catch errors or unusual activity
Clean, simple financial reports (P&L, Balance Sheet, Cash Flow)
A monthly summary in plain English
Ongoing support for questions related to your numbers
Year-end package prepared for your tax professional
Ideal For:
Businesses that haven’t touched their books in months, switched systems, or just got overwhelmed.
Ideal For:
Businesses that had someone keeping the books — but not correctly.
Ideal For:
Business owners who want reliable books, clear decision-making, and zero stress at tax time.
Discover Transparent Pricing
See how our clear pricing helps your business grow confidently.
Your Questions Answered
Explore clear explanations to our services and packages so you can choose the best fit for your business needs.
What project-based services do you offer?
We provide cleanup and catch-up services starting at competitive rates tailored to your volume and scope.
Can I customize a subscription package?
Absolutely. Every business is different. You can add services like Advisory Services, Payroll Setup, Invoicing, or 1099 Filing to any of our base packages to create a plan that fits your exact needs.
What if my books are currently behind?
To ensure your monthly reporting is accurate, we need a clean foundation. If your historical books require attention, we will include a one-time Clean-Up or Catch-Up Project alongside your first month’s subscription to get you up to speed.
Are there any services you don’t offer?
To maintain the highest quality of bookkeeping, we do not currently offer: Bill Pay, Sales Tax Filing, Income Tax Filing, Legal Advice, or Wealth Management. We are happy to coordinate with your CPA for these needs.