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Bookkeeping Plans

Find one that works for you

  • Seed Plan

    220$
    Every month
    Just getting started. Planting the foundation. A simple, affordable option for businesses that need basic organization without full monthly bookkeeping.
    Valid for 12 months
    • Up to 50 transactions per month
    • 1 bank or credit card account synced
    • Automated transaction import
    • Basic categorization (no custom rules)
    • Monthly transaction review
    • Monthly Profit & Loss report emailed
    • Email support (48-72 hour response time)

  • Sprout Plan

    400$
    Every month
    Growing, taking shape, becoming structured. Perfect for small businesses with low monthly activity who need clean, compliant books.
    Valid for 12 months
    • Up to 100 transactions per month
    • 2 bank/credit card accounts reconciled
    • Monthly Profit & Loss + Balance Sheets emailed
    • Categorization of income & expenses
    • Receipt organization (client uploads)
    • Email support
    • Quarterly financial review (Virtual)
  • Most Popular

    Rooted Plan

    600$
    Every month
    Stable, established, organized, and compliant. Full back-office support for businesses that want to hand off everything and stay audit-ready.
    Valid for 12 months
    • Up to 250 transactions per month
    • Up to 4 accounts reconciled
    • Accounts Receivable OR Accounts Payable support
    • Monthly Financial Review (Virtual)
    • Sales tax tracking (if applicable)
    • Inventory tracking (for retail clients)
    • Quarterly estimated tax reminders

  • Evergreen Plan

    800$
    Every month
    Built to last, consistent, thriving year-round. Full back-office support for businesses that want to hand off everything and stay audit-ready.
    Valid for 12 months
    • Unlimited transactions
    • Both Accounts Receivable and Accounts Payable management
    • Payroll Support (processing & onboarding)
    • Job-costing & project profitability (if applicable)
    • Monthly budgeting & forecasting
    • Custom reporting dashboards
    • Priority support
    • Year-end CPA package (audit-ready)
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