Popular Plans & Pricing

Our clients value clarity - That’s why we ballpark our prices upfront.

The Frenchie

Starting at 850/month

  • AAHA Chart of Accounts

  • Monthly recording, classifying and reconciling of up to 3 bank/credit card accounts

  • Up to 150 transactions

  • Manage your Financial Statements: Profit & Loss, Balance Sheet, and Cash Flow

  • 3 Financial Statements accompanied by monthly recorded video deep dive.

  • Unlimited email support

  • Work directly with CPA to ensure tax readiness

  • No contract (30 days notice required to cancel)

The Goldie

Starting at 1100/month

  • AAHA Chart of Accounts

  • Monthly recording, classifying and reconciling of up to 4 bank/credit card accounts

  • Up to 250 transactions

  • Manage your Financial Statements: Profit & Loss, Balance Sheet, and Cash Flow

  • 3 Financial Statements accompanied by monthly recorded video deep dive.

  • Unlimited email support

  • Work directly with CPA to ensure tax readiness

  • No contract (30 days notice required to cancel)

The Bernie

Starting at 1350/month

  • AAHA Chart of Accounts

  • Monthly recording, classifying and reconciling of up to 5 bank/credit card accounts

  • 350+ transactions

  • Manage your Financial Statements: Profit & Loss, Balance Sheet, and Cash Flow

  • 3 Financial Statements accompanied by monthly recorded video deep dive.

  • Unlimited email support

  • Work directly with CPA to ensure tax readiness

  • No contract (30 days notice required to cancel)

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!