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Each path includes weekly categorization, monthly reconciliations, and financial reports provided with an optional meeting to review.
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Custom paths available for higher volume or complex needs. Pricing is custom based on accounts, volume, and support, with scalable add-on options.
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Does not include payroll, sales tax filings, or AR/AP management.
Our Services
Starting Point
For businesses that need help getting their books organized, caught up, or properly set up.
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$250 minimum (includes up to 5 hours)
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$50/hour thereafter.
We review your books and complete any cleanup, catch-up, or initial setup needed to get everything on track.
Path Essentials
Best for newer or low-volume businesses that need consistent, reliable bookkeeping.
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$200/month
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Up to 4 accounts | Up to 100 transactions/month
Growth Plan
Designed for growing businesses with increasing activity that need more hands-on bookkeeping support.
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$350/month
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Up to 6 accounts | Up to 200 transactions/month
Advanced Path
For established businesses that need higher capacity and closer attention.
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$500/month
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Up to 8 accounts | up to 300 transactions/month
Add-On Services
Accounts Receivable & Payable Support
Additional Notes
Available as an add-on to any monthly bookkeeping plan.
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Pricing is based on standard workflows and timely communication
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Additional volume or complexity may require a custom plan
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Client approval is required for all invoices and payments
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Light Support: $200/month
Up to 25 combined invoices and bills per month -
Standard Support: $400/month
Up to 50 combined invoices and bills per month
High Volume: Custom pricing
Increased Categorization Frequency
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Twice Weekly: $100/month
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Daily Categorization: $250/month