Simple, Predictable Subscription Pricing
No surprise fees or hourly billing. Choose the plan that fits your business needs with transparent monthly pricing that includes all the services you need.
Essentials
Perfect for small businesses with basic accounting needs.
Monthly bookkeeping & reconciliation
AI-powered transaction categorization
Basic financial statements
Quarterly review with accountant
Tax-ready financials
Basic dashboard access
Email support
Industry-specific reporting
Dedicated accountant
Strategic financial advisory
Cash flow forecasting
Custom integrations
Growth
Ideal for growing businesses that need more comprehensive service.
Monthly bookkeeping & reconciliation
AI-powered transaction categorization
Comprehensive financial statements
Monthly review with accountant
Tax-ready financials
Advanced dashboard access
Industry-specific reporting
Dedicated accountant
Quarterly strategic advisory
Cash flow forecasting
Basic integrations
Enterprise
Complete financial management for established businesses with complex needs.
Monthly bookkeeping & reconciliation
AI-powered transaction categorization
Custom financial statements
Weekly review with accountant
Tax-ready financials
Enterprise dashboard access
24/7 priority support
Custom industry-specific reporting
Dedicated senior accountant & team
Monthly strategic advisory
Advanced forecasting & modeling
Custom integrations & workflows
Detailed Plan Comparison
Compare our plans to find the perfect fit for your business needs.
| Features | Essentials | Growth | Enterprise | |
|---|---|---|---|---|
| Core Features | ||||
| Bookkeeping & Reconciliation | Monthly | Monthly | Weekly | |
| Financial Statements | Basic | Comprehensive | Custom | |
| AI Transaction Categorization | ||||
| Tax-Ready Financials | ||||
| Reporting & Analytics | ||||
| Dashboard Access | Basic | Advanced | Enterprise | |
| Industry-Specific Reporting | - | Custom | ||
| Cash Flow Forecasting | - | Basic | Advanced | |
| KPI Tracking | - | Standard | Custom | |
| Support & Advisory | ||||
| Accountant Reviews | Quarterly | Monthly | Weekly | |
| Strategic Advisory | - | Quarterly | Monthly | |
| Dedicated Accountant | - | Senior + Team | ||
| Support Access | Email & Phone | 24/7 Priority | ||
| Integrations | ||||
| Software Integrations | Basic | Standard | Custom | |
| Custom Workflows | - | - | ||
| API Access | - | Limited | Full | |
| Monthly Price | $499 | $999 | $2,499 | |
| Get Started | Get Started | Get Started | ||
Frequently Asked Questions
Find answers to common questions about our pricing and services.
What's included in all plans?
All plans include AI-powered bookkeeping, transaction categorization, basic financial statements, and tax-ready financials. The main differences are in the frequency of service, level of reporting, and access to advisory services.
Can I change plans later?
Yes, you can upgrade or downgrade your plan at any time. Changes will take effect on your next billing cycle. Our team will help ensure a smooth transition between service levels.
Are there any setup fees?
No, there are no hidden setup fees. Your monthly subscription covers all services outlined in your plan. For Enterprise clients with complex needs, there might be one-time costs for custom integrations.
What if my needs don't fit these plans?
We offer custom pricing for businesses with unique requirements. Contact our team to discuss your specific needs, and we'll create a tailored solution for your business.
Do you offer discounts for annual payments?
Yes, we offer a 10% discount for clients who choose to pay annually instead of monthly. This option is available for all service plans.
What industries do you specialize in?
We specialize in Legal & Professional Services, Healthcare Practices, and Nonprofit Organizations. Our industry-specific expertise ensures compliance with regulations and optimized financial practices for these sectors.
Ready to transform your financial operations?
Book your free consultation today to discuss your business needs and find the perfect plan for your organization.