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Starter — $399/month The Starter package is built for small businesses and solo entrepreneurs who are ready to stop guessing and start having real visibility into their finances. If you've been doing your own books, falling behind on reconciliations, or just handed a shoebox of receipts to your accountant at tax time — this is where you start fresh.
Every month, we log in to your QuickBooks Online account and take care of everything. Your income and expenses get categorized properly, your bank and credit card accounts get reconciled, and any discrepancies get caught and cleaned up before they become a bigger problem. At the end of each month, you'll receive a clean Profit & Loss statement and Balance Sheet so you always know where your business stands financially.
We handle up to 75 transactions per month, which covers most small businesses comfortably. And because we work exclusively in QuickBooks Online, your books are always up to date and accessible from anywhere — no desktop software, no spreadsheets, no headaches.
You also get direct email access to Ryan and Jenny throughout the month. If you have a question about a transaction, need to understand a report, or just want a second opinion on something financial — we're here. You're not getting passed off to a junior associate or an automated inbox. You get us.
The Starter plan is a great fit if you're a freelancer, a new LLC, a service-based business with straightforward finances, or anyone who just needs clean, accurate books without paying for things they don't need yet.
Starter — $399/month The Starter package is built for small businesses and solo entrepreneurs who are ready to stop guessing and start having real visibility into their finances. If you've been doing your own books, falling behind on reconciliations, or just handed a shoebox of receipts to your accountant at tax time — this is where you start fresh.
Every month, we log in to your QuickBooks Online account and take care of everything. Your income and expenses get categorized properly, your bank and credit card accounts get reconciled, and any discrepancies get caught and cleaned up before they become a bigger problem. At the end of each month, you'll receive a clean Profit & Loss statement and Balance Sheet so you always know where your business stands financially.
We handle up to 75 transactions per month, which covers most small businesses comfortably. And because we work exclusively in QuickBooks Online, your books are always up to date and accessible from anywhere — no desktop software, no spreadsheets, no headaches.
You also get direct email access to Ryan and Jenny throughout the month. If you have a question about a transaction, need to understand a report, or just want a second opinion on something financial — we're here. You're not getting passed off to a junior associate or an automated inbox. You get us.
The Starter plan is a great fit if you're a freelancer, a new LLC, a service-based business with straightforward finances, or anyone who just needs clean, accurate books without paying for things they don't need yet.