
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)

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