Essentials
Starting at · Up to 100 transactions$550a monthMonthly bookkeeping, close and financial statements, with a 30-minute review call each month.
The starting point
- Monthly Bookkeeping
Services & pricing
Pick A Package. Add Only What You Need.
116 services, each with its price, what it covers and every step we take.
Nothing matches “”.
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Four Packages. One Monthly Price.
Transactions a month*
Essentials+
Starting at · Up to 100 transactions$1,200a monthEssentials plus automated receipt chasing, our monthly reporting suite and a quarterly strategy meeting with a CFO.
Saves 8% against buying each part
- Monthly Bookkeeping
- Automated Document Chasing
- Backline Reporting Suite
- and 1 more
Complete Books
Starting at · Up to 100 transactions$2,450a monthEssentials plus your bills, payments, invoicing and collections handled for you.
Saves 12% against buying each part
- Monthly Bookkeeping
- Receipt & Invoice Follow-Up
- Managed Accounts Payable
- and 4 more
Complete Back Office
Starting at · Up to 100 transactions$3,775a monthComplete Books plus payroll, timecards and routine HR administration.
Saves 13% against buying each part
- Monthly Bookkeeping
- Receipt & Invoice Follow-Up
- Managed Accounts Payable
- and 11 more
* A transaction is a bank or card line a person reviews. Lines your bank rules clear on their own don’t count. Each level includes 3, 5 or 8 bank and card accounts. We count from your bank feeds each month and talk with you before anything changes.
Own More Than One Company? Pay For The Work.
1 × Essentials, one for each company with its own package, at up to 100 transactions a month: $550 a month.
† A company needs its own package above 100 transactions or 3 accounts a month. Smaller companies share one Essentials package while together they stay inside those limits. The switch above sets the volume for each company with its own package. This applies to outside clients.
Companies
Own package †
Every Service. Every Step.
116 services · 1,449 published steps
116 shown
A Few Useful Answers.
Are these fixed prices?
They are starting prices. A package’s price follows your transactions a month. We count them from your bank feeds and talk with you before anything changes.
What counts as a transaction?
A bank or card line a person has to review. Lines your bank rules, connectors or recurring matches clear on their own don’t count.
How do I pay?
Monthly services renew each month on your card or bank account. One-time work is paid at checkout. Yearly filings and work done as needed are billed when they happen.
Can I change my plan?
Yes. Add, remove or change a package any month, and we update the next bill.