Best for solo entrepreneurs and micro-businesses

✔ Up to 100 transactions/month  

✔ Basic Bookkeeping  

✔ Monthly Summary Report

💰 $150 – $200/month

📝 Ideal for <$10K monthly expenses

Popular with freelancers and early-stage businesses

✔ Up to 150 transactions/month  

✔ Monthly Bookkeeping  

✔ Bank Reconciliation  

✔ Monthly Financial Reports

💰 $250 – $350/month  

📝 Pricing may vary slightly if near 150 transactions

Best for growing teams with recurring receivables and payables

✔ 150–400 transactions/month  

✔ Everything in Tier 1  

✔ Accounts Receivable (A/R)  

✔ Accounts Payable (A/P)

💰 $450 – $750/month  

💡 Pricing may vary based on transaction volume, complexity, or systems in place

Full-service financial tracking and advisory for high-volume businesses

✔ 400+ transactions/month  

✔ Everything in Tier 2  

✔ Financial Analysis Reports  

✔ Budgeting & Forecasting  

✔ CPA-Ready Tax Prep Support *(Excludes Payroll)*

💰 Starts at $800/month  

📋 Custom quote based on service scope and complexity