Pricing
Flat monthly pricing, published openly
We publish our prices because hiding them wastes everyone's time. The plan you pick depends on transaction volume and the number of accounts we reconcile, not on how busy we think you look.
Sole proprietors & new LLCs
per month, billed monthly
- Up to 50 transactions per month
- 1 bank account, 1 credit card
- Monthly reconciliation
- P&L and balance sheet
- Email support, 1 business day
- Year-end CPA hand-off file
Established small businesses
per month, billed monthly
- Up to 250 transactions per month
- Up to 4 accounts reconciled
- A/R and A/P tracking
- Full month-end pack by the 10th
- Sales tax liability tracking
- Quarterly 30-minute review call
- Phone and email support
Multi-staff operations
per month, billed monthly
- Up to 600 transactions per month
- Unlimited accounts reconciled
- Payroll for up to 10 staff included
- Class or location tracking
- 13-week cash forecast
- Quarterly advisory meeting
- Priority same-day response
All prices are in US dollars and exclude your own QuickBooks Online or Xero subscription. No set-up fee on annual agreements. Month-to-month agreements can be cancelled with 30 days' written notice — see our refund policy.
Estimator
Rough out your monthly fee in ten seconds
This calculator uses the same rate card we quote from. It is an estimate, not a contract — the written quote after your free review is the number that counts.
Add-on services
Everything below can be attached to any plan, or bought on its own.
| Add-on | Price | Notes |
|---|---|---|
| Payroll run | $65 per run + $12 per employee / month | Includes federal, state and county filings |
| Business tax return | $450–$1,600 | Schedule C at the lower end, 1120-S at the upper end |
| Personal return for owners | From $275 | Discounted for monthly clients |
| Catch-up bookkeeping | $95 per hour | Always quoted as a fixed project fee first |
| Sales tax filing | $45 per filing | Indiana ST-103 monthly or annual |
| 1099-NEC filing season | $95 + $7 per form | January deadline, e-filed |
| QuickBooks or Xero set-up | $550 one-off | Waived on 12-month Full Service agreements |
| Lender / SBA financial package | From $350 | Three-year statements plus forecast |
Pricing questions we hear often
Do I sign a long contract?
No. Monthly plans run month to month and can be cancelled with 30 days' written notice. A 12-month agreement is optional and simply waives the set-up fee.
What happens if my volume grows?
We review volume every six months. If you have moved a tier we tell you before we change anything, and the new rate starts the following month — never retroactively.
Are there hidden charges?
No. Anything outside the scope letter is quoted before work starts. We do not bill for phone calls, emails or routine questions.
How do I pay?
ACH bank debit or major credit card on the first business day of each month. Invoices are issued by email and every payment is receipted. See the terms of service for the full billing schedule.
Talk to a real bookkeeper, not a call center
Book a free 30-minute review of your books. We will tell you honestly what needs fixing, what it will cost and how long it will take — no obligation, no sales script.