Packages & pricing

Clear packages.
Practical support.

Choose monthly bookkeeping, receivables and payables support, or bring them together. Need a fresh start? Our one-time projects help you get current.

Monthly packages

All monthly packages cover one business entity and one accounting system. Starting prices apply to straightforward work with complete records and timely access.

Bookkeeping Essentials

From $249per entity / month

Keep your books organized, reconciled and ready for your tax professional.

  • Up to 100 bank and credit card transaction lines per month
  • Up to 2 bank or credit card accounts
  • Transaction categorization and monthly account reconciliations
  • Monthly profit and loss and balance sheet reports

Bookkeeping only. Invoice preparation, customer follow-up and vendor-bill administration are outside this package.

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AR & AP Support

From $499per entity / month

Keep customer invoices and vendor bills moving while your existing bookkeeper handles the books.

  • Up to 20 customer invoices prepared and sent per month
  • Up to 20 customer payments applied per month
  • Up to 15 overdue customer accounts monitored
  • Two approved email reminder cycles per month
  • Up to 20 vendor bills entered, coded and checked for duplicates per month
  • Two vendor payment batches prepared for approval per month
  • Monthly AR/AP aging and action summary
  • One 20-minute monthly review call

AR and AP administration only. Bank/card reconciliations and full monthly financial statements are outside this package.

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Bookkeeping + AR & AP

From $699per entity / month

Bring your bookkeeping, customer billing and vendor payable support together.

  • Up to 200 bank and credit card transaction lines per month
  • Up to 3 bank or credit card accounts
  • Categorization, monthly reconciliations, profit and loss and balance sheet reports
  • Up to 20 customer invoices prepared and sent per month
  • Up to 20 customer payments applied per month
  • Up to 15 overdue customer accounts monitored
  • Two approved email reminder cycles per month
  • Up to 20 vendor bills entered, coded and checked for duplicates per month
  • Two vendor payment batches prepared for approval per month
  • Monthly AR/AP aging and action summary
  • One 20-minute monthly review call

Save $49/month compared with buying Bookkeeping Essentials and AR & AP Support separately, with a higher bookkeeping transaction allowance.

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Clear responsibilities. No surprise work.

You provide approved billing details, customer contacts, payment terms and vendor bills. We prepare payment batches; you approve and release payments. Adjustments, credits, write-offs and payment arrangements follow your approval process.

Transaction limits count bank/card statement lines. Invoice, customer-payment and vendor-bill limits are separate allowances. Reminder cycles cover approved email reminders to monitored overdue accounts; phone collections, settlement negotiations and substantial dispute research are outside the scope. Invoice revisions, credits, split payments and complex bills are defined in your proposal.

Historical cleanup, accounting software subscriptions, payroll, tax filings, inventory accounting, complex accounting and additional entities are separate. Higher volumes, extra accounts and expanded work receive an agreed price before work begins.

A fresh starting point

Standalone one-time projects

Get a defined project completed without a monthly commitment.

Cleanup & Catch-Up

From $500one-time project

Bring overdue bookkeeping up to date with a clear handoff.

  • Up to 2 historical months
  • Up to 100 bank/card transaction lines per month
  • Up to 2 bank or credit card accounts
  • Categorization and historical account reconciliations
  • Financial reports and an unresolved-items list

Starting scope assumes usable records and straightforward catch-up. Existing errors, opening-balance issues and reconstruction are assessed before acceptance. Additional periods and complex corrections are priced separately.

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AR Cleanup

From $350one-time project

Understand outstanding balances and identify the corrections needed.

  • Up to 50 open invoices and up to 5 hours total, whichever limit is reached first
  • One entity, one accounting system and one agreed reporting period
  • Review AR aging, match available payments and identify unapplied cash or credits
  • Deliver proposed corrections, a findings summary and unresolved items

Ongoing monitoring, customer follow-up and substantial missing-document research are outside this project. Additional work requires your approval.

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Support for firms & custom projects

Need support across multiple clients, a defined reconciliation assignment or a tailored workflow? We agree on scope, access, reporting and fees in a written proposal. Your firm retains its client relationship, oversight and professional sign-off.

Discuss firm support ↗Discuss a custom project ↗

Prices are in USD and are starting prices for the stated scope. Final scope, fees and delivery dates are confirmed before work begins. Deliverables follow an agreed schedule after complete records arrive. Extra work requires approval. AR Cleanup is limited by both hours and invoice volume; unused project hours do not roll over. Tax preparation, audit and assurance services are outside the offering.