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Pricing

Simple, transparent pricing.

No hidden fees. No surprise hourly bills. Choose a package that fits your business, or ask for a custom quote.

Need a custom quote? Call or text 631-988-3736

Starter

For freelancers and side businesses with simple books.

$299/mo
  • Up to 2 bank/credit accounts
  • Up to 100 monthly transactions
  • Monthly reconciliation
  • Profit & loss + balance sheet
  • Year-end tax-ready handoff
  • Email support
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Most popular

Growth

For small businesses ready to scale with clear reporting.

$549/mo
  • Up to 5 bank/credit accounts
  • Up to 400 monthly transactions
  • Weekly bookkeeping updates
  • Monthly P&L, balance sheet, cash flow
  • Custom KPI dashboard
  • Quarterly tax planning review
  • Priority support
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Premium

For businesses needing advisory, payroll, and deeper insights.

$899/mo
  • Unlimited accounts
  • Up to 1,000 monthly transactions
  • Full-service monthly bookkeeping
  • Payroll & 1099 support
  • Budgeting & forecasting
  • Monthly advisory call
  • Tax planning & prep coordination
  • Same-day responses
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Add-ons

À la carte services.

Tax preparation — Individual

From $199

Tax preparation — Business

From $399

Catch-up / clean-up bookkeeping

Custom quote

Payroll reconciliation & 1099s

From $149/mo

Advisory / CFO Lite

From $499/mo

Software setup & training

From $250

Need something custom? Every business is different. Book a free consultation and I'll recommend a package or build a custom quote based on your transaction volume, number of accounts, and services needed.

Request custom quote