Pricing

Simple Monthly Packages

Straightforward pricing based on the size and complexity of your practice.

Starter Package

Starting at$500/month

For smaller practices with lighter transaction volume.

  • Monthly bank reconciliation
  • Basic expense categorization
  • Monthly financial reports
  • CPA-ready organization

Cleanup Projects

Custom pricing

For practices with messy books, overdue reconciliations, or records that need organizing before monthly service begins.

  • Records review & assessment
  • Catch-up reconciliations
  • Re-categorization
  • Hand-off to monthly service