Services we offer

Every business deserves bookkeeping that is as strong and focused as the work you put in every day. Our Foundation, Framework and Fortress plans are designed to give you the right level of support — whether you’re starting out, scaling up or leading at full strength. Choose a plan that fits your business now, knowing we’ll grow with every step of the way.

Need something different? Let’s tailor a plan that fits your unique pace and vision.

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Foundation

Starting at $200/month (Quote after Review)

  • Up to 150 Standard transactions/month, 2 bank/credit accounts, categorization, and monthly reconciliations

  • P&L + Balance Sheet

  • Client portal, email support (1 business day), branded reports

  • Basic asset tracking + depreciation notes for tax filing

  • Year-end tax-ready financial package

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FRAMEWORK

Starting at $350/month (Quote after Review)

  • Up to 300 Standard transactions/month, 4 bank/credit accounts.

  • All Foundation features

  • AR/AP tracking, loan/credit line tracking

  • Asset ledger updates + depreciation schedule prep

  • Quarterly budget vs actual report + quarterly review call

  • Client portal + branded reports + tax-ready financial

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FORTRESS

Starting at $650/month (Quote after Review)

  • Up to 600 Standard transactions/month, 8 bank/credit accounts.

  • All Framework features

  • Inventory tracking + monthly reports

  • Full asset register management + custom asset + depreciation reports

  • Monthly strategy calls, quarterly cash flow forecasts + budget refresh

  • 1099 filing (up to 5) + priority email/phone support + year-end goal alignment session

Contact us

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