Perfect for small businesses or startups looking for accurate, reliable bookkeeping.
This package covers the essentials — keeping your books organized and reconciled.

Best for: freelancers, solo business owners, or low-volume service providers.

Includes:

Up to 100 transactions per month

1 bank or credit account reconciliation

Expense categorization and account coding

Monthly financial reports

Accounts Receivable / Accounts Payable tracking

Basic email support

Starting at $400/month

Ideal for growing businesses that need deeper financial visibility and hands-on support.

This package builds on the Core plan with added features that help you manage cash flow and business growth.
Best for: small-to-medium businesses or multi-account operations.

Includes everything in Core, plus:

Up to 300 transactions per month

Up to 3 bank or credit accounts

Quarterly review meeting or consultation

Priority email support

Starting at $600/month