Plans
Three plans. Pick the one that matches your month.
Every plan is a flat fee billed on the first, with no hourly billing and no charge for asking a question. If you outgrow a plan we move you up and tell you before the bill changes.
The prices on this page are placeholders. Replace every $XXX with your own numbers before you launch.
Ledger
Solo owners and side businesses
$XXXper month
One bank account, one card, and a clean monthly close.
- Up to 75 transactions a month
- 2 accounts reconciled
- Monthly profit and loss plus balance sheet
- Email support, replies within one business day
Balance
Most pickedGrowing shops with a payroll to run
$XXXper month
Bookkeeping, payroll and quarterly estimates in one monthly fee.
- Up to 250 transactions a month
- 5 accounts reconciled
- Payroll for up to 8 people
- Quarterly estimated tax worksheets
- A 30 minute review call each quarter
Close
Multi location or inventory heavy businesses
$XXXper month
Department level reporting and a tighter monthly close.
- Unlimited transactions
- Unlimited accounts reconciled
- Payroll for up to 25 people
- Class or location level reporting
- Monthly review call and a year-end tax package
Side by side
Everything in each plan, in one table.
| Feature | Ledger | Balance | Close |
|---|---|---|---|
| Monthly fee | $XXX | $XXX | $XXX |
| Transactions a month | Up to 75 | Up to 250 | Unlimited |
| Accounts reconciled | 2 | 5 | Unlimited |
| Monthly statements | Profit and loss, balance sheet | Adds cash summary | Adds class or location detail |
| Payroll included | Add-on | Up to 8 people | Up to 25 people |
| Quarterly estimates | Add-on | Included | Included |
| Sales tax returns | Add-on | 1 state | Up to 3 states |
| Review call | By request | Every quarter | Every month |
| Year-end package | Included | Included | Included, delivered in January |
| Reply time | 1 business day | 1 business day | Same business day |
Add-ons
Bolt on the things not every business needs.
Add-ons are billed alongside your plan and quoted before anything starts. Drop one whenever you stop needing it.
Cleanup project
Quoted per month of catch-up after a free review.
$XXX
Sales tax filing
Per state, per filing period.
$XXX
1099 preparation
Per contractor, filed in January.
$XXX
Extra payroll run
Bonuses and off-cycle checks.
$XXX
Software migration
One-time move to a new accounting file.
$XXX
What is never an extra
- Phone calls and emails
- Fixing our own mistakes
- Answering your tax preparer's questions
- Moving you between plans
Still not sure which plan fits?
Tell us your transaction count and how many people you pay. We will point at one and explain why.