Select the tier that matches your monthly transaction volume. As you scale, your bookkeeping effortlessly scales with you.
Solo-preneurs and micro-businesses (e.g. Nail Techs, Stylists, etc)
Online Stores (Shopify/Etsy/etc) and Service businesses with inventory
Established business with unique needs, high volume, or clean-up backlog
*Let's Talk First: High-volume or highly complex accounts require a brief, complimentary consultation. This ensures we tailor a custom workflow that perfectly fits you business rhythm without slowing you down.
Ideal for solo-preneurs and micro-businesses
✓ Up to 50 combined transactions
✓ 1 Bank Account + 1 Business Credit Card
✓ Basic monthly reconciliation of supplies
✓ Included. Categorized digital filing of receipts
✓ Custom Excel Ledger (No software fees)
✓ Standard categorization of all transactions
✓ Profit & Loss + Balance Sheet
Ideal for online stores and service business with inventory
✓ Up to 150 combined transactions
✓ Up to 2 Bank Accounts + 2 Business Credit Cards
✓ COGS Management: Manual calculation and monthly journal entries
✓ Self-Managed (Focus remains on data integrity)
✓ QuickBooks Online Integration (Managing your Sales Sync)
✓ Platform Cleanup: Monitoring and correcting Shopify/Sales sync errors
✓ Profit & Loss + Balance Sheet + Monthly Summary
*Established businesses with unique needs, high volume, or clean-up backlog ... require a brief, complimentary consultation. This ensures we tailor a custom workflow that perfectly fits your business rhythm without slowing you down.
✓ 150+ combined transactions or Custom Volume
✓ Tailored to your specific bank and merchant accounts
✓ Custom inventory tracking workflows
✓ Tailored to your preferred receipt software
✓ QuickBooks Online or Custom ERP setup
✓ Catch-up projects, historical cleanups, and multi-platform audits
✓ Custom KPIs, Budgeting, or specialized reporting
Here is exactly what goes into keeping your financial foundation rock-solid every single month.
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