PRICING
Made for You: Fair, Honest Pricing.
PRICING
Made for You: Fair, Honest Pricing.
Support That's Thoughtful. Pricing That's Balanced.
Every business is different, and your bookkeeping should reflect that. We take the time to understand your transaction volume, number of accounts, and service needs before recommending the right package. Our monthly plans offer clear, fixed pricing with no long-term contracts or unexpected fees.
Premium Service. Transparent Pricing.
You deserve to know what you are paying for. Our pricing is based on the volume and complexity of your bookkeeping, not confusing hourly billing. Choose the package that best fits your business, or contact us for a tailored, flat-rate quote.
Monthly Bookkeeping Packages
SIMPLE START
Perfect for sole traders and small business owners who just need the basics.
Start Now- Up to 100 transactions/month
- Up to 2 bank or credit-card accounts
- Monthly transaction categorization
- Bank and credit-card reconciliations
- Monthly Profit & Loss statement
- Tax-ready bookkeeping categories, including Schedule C where applicable
- Basic email support
- No long-term contract
- No hidden bookkeeping fees
ESSENTIALS
Ideal for growing businesses ready to take control of their finances.
Start Now- Everything in Simple Start, plus:
- Up to 300 monthly transactions
- Up to 5 bank or credit-card accounts
- Monthly Profit & Loss and Balance Sheet
- Basic cash-flow reporting
- Tracking outstanding customer and vendor balances
- Monthly bookkeeping review
- One 30-minute financial review call each month
- Ongoing email support
PREMIUM
Perfect for thriving businesses ready to level up with expert support and powerful financial tools.
Reach out to us today.- Everything in Essentials, plus:
- Support for approximately 300–750 monthly transactions
- Up to 10 bank or credit-card accounts
- Full month-end close
- Full-service accounts payable management
- Full-service accounts receivable management
- Customer invoicing and receivables follow-up
- Vendor bill recording and payment scheduling
- Monthly cash-flow monitoring
- Budget-versus-actual reporting
- Customized KPI and management reporting
- Monthly financial performance review
- Priority email and messaging support
- Faster response times
- Note: All payments remain subject to your review and approval.
Need More Capacity?
Custom pricing is available for businesses with:
- More than 750 monthly transactions
- More than 10 bank or credit-card accounts
- Multiple business entities
- Inventory or e-commerce activity
- Complex accounts payable or receivable
- Multiple currencies
- Payroll bookkeeping
- Department, location, or project-level reporting
- Final pricing depends on transaction volume, number of accounts, reporting requirements, and overall business complexity.
Financial Consulting
& Advisory
Running a small business comes with tough decisions—pricing, strategy, and more. That’s where our Financial Consulting and Advisory services come in. Our Chartered Accountants are here to help you grow, reviewing your financials, assessing your goals, and crafting a strategy to boost efficiency and drive success. Let’s build your business together!
Free Initial consultation
Assess your Financial Standing and discuss tailored strategies.
- Financial health check-up & review
- Profitability and margin analysis
- Budgeting guidance
- Expense review and cost-management recommendations
- Pricing strategy support
- Identification of financial risks and improvement opportunities
- One 60-minute advisory session each month
- Email support for financial questions
- Includes everything in the Essential Plan, plus:
- Financial forecasting
- Cash-flow improvement strategies
- Scenario and sensitivity analysis
- Business expansion and scalability analysis
- Industry benchmarking
- Financial risk assessment
- Investor-readiness assessment (excludes direct investor relations)
- Two 60-minute advisory sessions each month
- Priority email & WhatsApp support
Small Business CFO Services
Strong financial decisions require more than accurate bookkeeping. Our Fractional CFO services give business owners access to experienced financial leadership without the cost of hiring a full-time CFO.
We use your accounting data to develop budgets, forecasts, financial models, KPIs, and strategic plans that support sustainable growth.
Note: CFO services are an add-on and available exclusively to our bookkeeping clients.
- Monthly Financial statement analysis
- Budget development and monitoring
- Rolling cash-flow forecast
- Financial performance insights
- Financial modeling and scenario planning
- Identification of risks and opportunities
- One 90-minute CFO strategy session each month
- Email support between meetings
- Everything in Fractional CFO Lite, plus:
- Comprehensive KPI tracking & financial performance monitoring
- Budget-versus-actual analysis
- Advanced forecasting and scenario planning
- Profitability analysis by customer, service, or department
- Cash-flow and working-capital strategy
- Financial risk management
- Leadership reporting packages
- Two 90-minute CFO strategy sessions
- Priority email and messaging support
Catch Up & Clean Up Service
Behind on Your Books? We’ll Help You Get Back on Track.
Whether your bookkeeping is several months behind or your existing records contain errors, our Catch-Up and Clean-Up service will help restore accurate and reliable financial records. We will organize your transactions, reconcile your accounts, review outstanding balances, and prepare your books for ongoing reporting and tax preparation.
Catch-up pricing represents a one-time project fee, not a monthly subscription.
Basic Catch-Up (up to 3 months of backlog)
Starting at $ 499.00 one time project
- Transaction categorization
- Bank and credit-card reconciliations
- Review of opening and closing balances
- Basic Profit & Loss and Balance Sheet
- Identification of missing information
Standard Catch-Up ( up to 6 months of backlog)
Starting at $ 899.00 one time project
- Everything in Basic Catch-Up:
- Review of customer invoices and vendor bills
- Accounts receivable and payable reconciliation
- Review and correction of transaction classifications
- Balance Sheet account review
- Summary of corrections and outstanding items
Full Catch-Up & Clean-Up ( up to 12 months of backlog)
- Everything in Standard Catch-Up:
- Comprehensive review of historical bookkeeping
- Correction of duplicate, missing, or incorrectly categorized transactions
- Detailed Balance Sheet clean-up
- Accounts receivable and payable clean-up
- Reconciliation of historical bank and credit-card accounts
- Final year-to-date financial statements
- Clean handover for ongoing bookkeeping or tax preparation
Ready to Get Your Accounts Balanced?
Tell us about your business, and we’ll recommend the right level of support based on your transaction volume, number of accounts, and financial needs.
You’ll receive a clear, tailored quote before any work begins.