No hidden fees, no hourly billing, no long-term contracts. Know exactly what you'll pay every month.
For freelancers and solo founders just getting their finances in order.
For growing small businesses with increasing complexity and team.
For established businesses that demand executive-level financial leadership.
All plans include a 30-day free trial. No credit card required. Annual billing saves 20%. Custom pricing available for high-volume or multi-entity businesses — contact us.
| Feature | Starter $299/mo |
Growth $599/mo |
Elite $1,199/mo |
|---|---|---|---|
| Bookkeeping | |||
| Monthly transaction limit | 50 | 200 | Unlimited |
| Bank reconciliation | ✓ | ✓ | ✓ |
| P&L + Balance Sheet | ✓ | ✓ | ✓ |
| Cash flow statement | — | ✓ | ✓ |
| Dedicated bookkeeper | — | ✓ | ✓ |
| Payroll & Tax | |||
| Payroll processing | Add-on | Up to 10 employees | Unlimited |
| Annual business tax return | — | ✓ | ✓ |
| Year-round tax planning | — | — | ✓ |
| IRS audit representation | — | — | ✓ |
| Advisory & Support | |||
| Email support | 48-hr | Same-day | Priority |
| Advisory calls | — | Quarterly | Monthly |
| Virtual CFO services | — | — | ✓ |
| KPI dashboard | — | — | ✓ |
| Secure client portal | ✓ | ✓ | ✓ |
Need something that's not in your plan? Add it on for a flat monthly or one-time fee.
One-time fee to clean up messy or backlogged books. Per month of backlog.
Add payroll employees beyond your plan's included limit.
State sales tax registration, filing, and nexus compliance per state.
Full chart of accounts setup, bank feeds, and staff training.
Personal 1040 with Schedule C, Schedule E, and business pass-through income.
LLC/Corp formation, EIN registration, and operating agreement prep.
If we make a bookkeeping error that results in a penalty or fine, we'll pay it. We stand behind the accuracy of every number we produce.
Cancel your plan at any time with 30 days notice. No cancellation fees, no long-term contracts, no questions asked.
Your monthly reports are delivered by the 15th of every month — no exceptions. If we're late, your next month is free.
No credit card. No commitment. Just 30 days to see the Lynn Cheney Tax difference for yourself.