Packages

Bookkeeping Solutions

Ideal for freelancers, consultants, single-member LLCs, and very small nonprofits.

starting at $600/mo

Accurate tracking of income and expenses so your books stay clean and audit-ready
Monthly reconciliation of up to 2 bank or credit card accounts to ensure balances match reality
Simple, stress-free expense capture with digital receipts automatically linked to transactions
Clear, quarterly financial statements (Profit & Loss and Balance Sheet) so you always know where you stand
A secure client portal for sharing documents, approvals, and ongoing communication in one place

For growing businesses that need more structure around payables and monthly reporting.

starting at $1,200/mo

Everything in Core, plus…
Reconciliation of up to 4 bank or credit card accounts so nothing slips through the cracks
Monthly financial statements (Profit & Loss and Balance Sheet) so you can track performance in real time, not just quarterly
Accounts Payable support — invoices organized, approved, and paid on time, without the paper chase
Sales tax tracking (if applicable), giving you confidence you’re collecting and reporting correctly
Detailed reporting by class, department, or location, so you can

For established businesses needing full-service bookkeeping with compliance and advanced support.

starting at $2,500/mo

Everything in Essentials, plus…
Sales tax filings handled for you — not just tracking, but accurate, on-time submissions
Payroll support (reconciliations, liabilities, journal entries, and tips, if applicable) so your team is always paid and compliant
Advanced Expensify management, including multi-card programs and approval workflows for larger teams
Full Bill.com workflow oversight, from bill entry through approvals and payment
Monthly review call with priority response time for questions, strategy,

Custom packages available upon request. Let’s design a solution that fits your business needs.

Choose the Plan That Fits Your Business