Month to month. Thirty days' notice either way, and your accounting file and documents leave with you.
Pricing
One flat monthly fee, per business.
No hourly billing and no surprise invoices. Your quote depends on three things: how many entities you run, how many transactions clear each month, and whether we are starting from a clean file.
- All transactions categorized monthly
- Every bank, card & merchant account reconciled
- P&L, balance sheet, cash flow, trial balance
- Secure client portal & document vault
- Unlimited questions through the portal
- Year-end packet for your CPA
- 1099-NEC prep with W-9 gap flags
- QuickBooks or Xero — your file stays yours
Starting at $99.99 / month
Per business. Multi-entity owners are quoted per entity with a portfolio rate above three businesses. Catch-up work on books that are behind is quoted separately as a one-time fixed fee.
Why no price list? Two businesses with the same revenue can differ tenfold in transaction volume. A published tier would either overcharge the simple file or under-deliver on the complicated one.
Get your quote
Two minutes. You'll hear back the same business day.
Common questions
Before you ask.
Is there a contract?
What if my books are a mess?
That is normal and it is quoted separately. Cleanup happens first, as a fixed-fee project, so the monthly service starts from something true.
Do you replace my CPA?
No. Good books make your CPA cheaper and faster. We prepare the packet they file from.
Who owns the accounting file?
You do. We work inside your QuickBooks or Xero subscription, not a system you can't take with you.
How do I send documents?
Through your portal. Drop them in as they arrive and they get filed to the right month automatically.
What does the $99.99 cover?
One business, ordinary transaction volume, books already current. Everything on the included list above.