Monthly packages, Access included

Bookkeeping priced around the work.

Choose one, three or five bookkeeping hours each month. Every package includes Access; the team asks before adding extra time.

Tax work led by an Enrolled Agent. We are not a CPA firm.

Three starting packages

Match the included time to the activity.

Account count, transaction volume and record condition determine which package is realistic.

Access included

Essential

$175/month

For lighter activity and organized monthly records.

  • Always Accounted Access
  • 1 bookkeeping hour
  • Reconciliation and review
  • Approval before extra time
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Access included

Established

$875/month

For higher activity across multiple accounts.

  • Always Accounted Access
  • 5 bookkeeping hours
  • Reconciliation and monthly close
  • Core financial statements
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Keep, change or stop the monthly package

While bookkeeping is active, the package price includes Access. If you do not need bookkeeping the following month, switch your plan to Access in Billing and the next renewal is $9.99, or cancel membership completely.

Approval for extra time

Extra work does not become a surprise invoice.

Additional bookkeeping is $43.75 per 15 minutes. The team asks for your approval before adding time beyond the package.

A business with ten accounts or overdue periods may need a larger package or a separate cleanup scope.

The team confirms the realistic starting point before ongoing work begins.

What monthly work can cover
  • Bank and credit-card reconciliation
  • Transaction review and categorization
  • Monthly close
  • Profit and loss and balance sheet
  • Issues flagged before year-end
Already behind? See cleanup
Bookkeeping questions

Set expectations before the first close.

Is Access another charge?

No. Access is included in every displayed bookkeeping package price.

What if the books need more time?

Additional time is $43.75 per 15 minutes and is added only after you approve it.

Does unused time roll over?

No. Included hours are for that billing month and do not roll over. If a month needs less time, the price is unchanged; if it needs more, additional time is only added after you approve it.

Do I need a CPA for my bookkeeping?

No. Monthly bookkeeping does not need a CPA. You would need a CPA firm only if a lender, investor or contract asks for audited or reviewed financial statements or another assurance report, and we will tell you if that applies. Our tax work, if you add it, is led by an Enrolled Agent. When you do need a CPA.

Not sure whether one, three or five hours fits?

Answer seven plain-English questions. Complex or overdue books go to human review instead of an automatic sale.

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