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🎯 Founding client pricing is now open for a limited time—secure your exclusive rate before it’s gone.

Client Portal

Plans & Pricing

  • TIER 1 — CLARITY PLAN

    225$
    Every month
    +$97 one-time onboarding fee
    The Clarity Plan is perfect for freelancers and small business owners who want organized, accurate books each month so you can track your money and stress less at tax time.
     
    • Bookkeeping for up to 2 accounts (1 bank account + 1 credit
    • Up to 75 transactions per month
    • Monthly bank and card reconciliation
    • Transaction categorization and coding
    • Monthly income and expense report
    • QuickBooks Online management on your behalf
    • Books delivered by the 10th of each month
    • Email support with 48-hour response time

  • TIER 2 — GROWTH PLAN

    400$
    Every month
    +$147 Tier 2 one-time setup fee
    For established business owners who need more than clean books—the Growth Plan provides monthly reports and quarterly strategy sessions to help you make smarter financial decisions.
     
    • Everything in the Clarity Plan
    • Bookkeeping for up to 3 accounts (2 bank + 1 credit card)
    • Up to 150 transactions per month
    • Monthly Profit & Loss statement
    • Monthly books delivered by the 10th of each month
    • Quarterly 30-minute strategy check-in call
    • Accounts payable and receivable tracking
    • Priority email support with 24-hour response time

  • TIER 3 — ADVISORY PARTNER PLAN

    575$
    Every month
    +$197 Tier 3 one-time setup fee
    For serious business owners who want more than bookkeeping—the Advisory Partner Plan includes monthly bookkeeping, cash flow analysis, and advisory calls to help you lead with clarity.
     
    • Everything in the Growth Plan
    • Bookkeeping for up to 5 accounts
    • Up to 250 transactions per month
    • Monthly Profit & Loss, Balance Sheet, and Cash Flow Sheet
    • Monthly Loom video walkthrough of your financials
    • Monthly 45-minute 1-on-1 financial review call
    • KPI snapshot report (revenue trends, profit margin, expense
    • Basic tax planning insights and year-end preparation
    • Priority notary services included
    • Same-business-day email response
    • Books delivered by the 5th of each month

  • Additional Account

    50$
    Every month
    +$25 one-time setup fee
    Add support for additional bank or credit card accounts beyond the number included in your bookkeeping plan.
     
    • Add any bank or credit card account beyond your plan's limit
    • Monthly reconciliation included for each added account
    • Transaction categorization included
    • Seamless integration with your current bookkeeping plan
    • Billed monthly with your regular plan

  • Additional Transactions

    75$
    Every month
    Exceeding your plan's transaction limit? This add-on covers additional monthly transactions in blocks of 100 so your books stay complete and accurate.
     
    • $75 per block of 100 additional transactions
    • Transaction categorization included
    • Bank and card reconciliation included
    • Partial blocks billed as one full block
    • Billed monthly alongside your regular plan
    • Upgrade recommendation if consistently exceeded 3+ months

  • Extended Clean-Up

    650$
     
    Months behind on your books? We'll clean up 4–6 months of backlogged bookkeeping for up to 4 bank or credit card accounts and deliver organized, accurate financials you can actually use.
    Valid for one month
    • 4–6 months of backlogged bookkeeping
    • Up to 4 bank or credit card accounts
    • Transaction categorization and reconciliation
    • QuickBooks Online setup or cleanup included
    • Chart of accounts review and correction
    • Profit & loss statement upon completion
    • Transition-ready handoff for ongoing monthly bookkeeping
    • Delivered within 3–4 weeks of receiving all documents
    • Anything beyond 6 months — contact us for custom pricing

  • Additional Review Call

    65$
     
    Need more time to dig into your numbers? Book a private 30-minute review call to go over your financials, ask questions, and get personalized clarity beyond what's included in your plan.
    Valid for one month
    • 30-minute one-on-one financial review call
    • Review your monthly numbers, trends, and financial questions
    • Questions submitted in advance for a focused session
    • Personalized insights based on your current books
    • Scheduled at a mutually convenient time
    • Available to any active bookkeeping plan client

  • Rush Service

    175$
     
    Need your books done fast? Rush Service moves you to the front of the queue with a 48-hour turnaround from the moment your documents are received. Available to active bookkeeping plan clients.
    Valid for one month
    • 48-hour turnaround from receipt of all documents
    • Priority processing — moved to front of service queue
    • Confirmation email within 2 hours of approved request
    • Billed per request — no subscription required
    • Available on any deliverable within your active plan scope

  • Basic Clean-Up

    350$
     
    Behind on your books? We'll organize and reconcile up to 3 months of bookkeeping for up to 2 accounts so you can move forward with clean, accurate records.
    Valid for one month
    • Up to 3 months of backlogged bookkeeping
    • Up to 2 bank or credit card accounts
    • Transaction categorization and reconciliation
    • QuickBooks Online setup or cleanup included
    • Chart of accounts review and correction
    • Profit & loss statement upon completion
    • Transition-ready handoff for ongoing monthly bookkeeping

  • Standard Notary

    15$
     
    Need a document notarized? We provide fast, professional notary services for any legal, business, or personal documents. One stamp, one signature, done.
    Valid for one month
    • Notarization of legal, business, or personal documents
    • Witness and validate signatures
    • Official notary stamp and seal
    • Same-day availability when scheduled in advance
    • Available to anyone — no bookkeeping plan required
    • Billed per stamp

  • Notary Session (up to 5 stamps)

    50$
     
    Multiple documents to notarize? Save with a session package. Get up to 5 notary stamps in one sitting — perfect for closings, contracts, or business filings.
    Valid for one month
    • Up to 5 notary stamps in one session
    • Notarization of legal, business, or personal documents
    • Witness and validate signatures on all documents
    • Official notary stamp and seal on each document
    • Same-day availability when scheduled in advance
    • Available to anyone — no bookkeeping plan required
    • Additional stamps beyond 5 billed at $15 each

  • Quarterly Bookkeeping

    250$
    Every 3 months
    +$47 one-time setup fee
    For businesses that don't need monthly support yet. Books reconciled and reports delivered every 3 months.
     
    • Bookkeeping for 1 account (bank or credit card)
    • Up to 75 transactions per quarter
    • Bank or card reconciliation for the quarter
    • Transaction categorization
    • QuickBooks Online management
    • Quarterly profit & loss summary
    • 1 onboarding call (15 min) — new clients only
    • Email support — responses within 2 business days
Need more than 5 accounts? Contact us for custom pricing.
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