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Bookkeeping & VA templateLive demo · sample business All templates Use this template
Demo: On your own site, this opens your client portal: TaxDome, Karbon, Canopy, SmartVault, Dubsado, HoneyBook, a shared drive or any login page you use. Book a free call

Packages

Simple, flat monthly pricing

One price a month, no hourly surprises. Pick a starting point; we’ll fine-tune it together on our first call.

Bookkeeping

  • Essentials

    Up to 75 transactions a month

    • 2 bank or card accounts
    • Monthly reconciliations
    • Profit & loss and balance sheet
    • Email support, next-day replies

    Total$300a month

    Start with Essentials

  • Most popular

    Growth

    Up to 250 transactions a month

    • Up to 5 accounts
    • Everything in Essentials
    • Invoicing & bill pay (30 a month)
    • Cash flow report
    • A monthly 30-minute review call

    Total$550a month

    Start with Growth

  • Full Service

    Up to 600 transactions a month

    • Unlimited accounts
    • Everything in Growth
    • Payroll for up to 10 people
    • Sales tax filings
    • Quarterly planning call

    Total$950a month

    Start with Full Service

Prices are a starting point. Catch-up work, very high volumes or special projects are quoted separately, and always agreed in writing before we start.

Every package includes

  • A dedicated, US-based bookkeeper or assistant
  • A secure document portal and an NDA
  • Month-to-month, no long contracts
  • A tidy handover if you ever leave

Just need one thing?

One-time projects and hourly help, same care, no package needed.

  • QuickBooks or Xero setup$400 one time

    A clean chart of accounts, bank feeds and rules, set up right the first time.

  • Catch-up bookkeeping$150 per month behind

    Get current before tax time, then decide if you’d like a monthly package.

  • Hourly support$55 an hour

    For one-off projects, launches and busy seasons. Two-hour minimum.

  • Systems setup day$600 one time

    Your Asana, Notion or Google Drive, organized in one focused day.

Do the math

What is your time worth?

Most owners spend 5 to 10 hours a week on books and admin. Slide to see what that costs you.

6 hours

$125

That’s about $3,250 of your time every month.

Our packages start at $300 a month.

Get those hours back

Questions

Good questions

Something else on your mind? Ask us anything.

Do we need to be in the same city?

Not at all. We work with clients all over the US by video, phone and a secure shared portal. If you’re in Raleigh, we’re always happy to meet for coffee.

Which software do you use?

QuickBooks Online and Xero, plus Gusto for payroll and Bill for bill pay. Already on something else? Ask us. We’ll tell you honestly if we can help.

Do you do taxes?

We don’t file income taxes, but we hand your CPA clean, year-end books and happily talk to them for you. Need a CPA? We’ll introduce you to one we trust.

What can a virtual assistant take off my plate?

Anything that repeats: email, scheduling, client onboarding, invoices, travel, research, social posts and data entry. Our free Delegation Starter List has 60 ideas.

Is my information safe with you?

Yes. Two-factor sign-in everywhere, a password manager, an NDA with every client and full insurance. We ask for read-only bank access whenever we can.

What if my books are a total mess?

That describes most of our new clients. We start with a catch-up and cleanup, priced per month behind, then move you onto a monthly package.

How do we work together day to day?

A shared board in Asana or Notion, a quick weekly check-in and replies within one business day (same day on the 40-hour plan).

Is there a contract?

Month to month. If it isn’t working, give us 30 days’ notice and we’ll hand everything back neatly, logins and all.

Let’s get your evenings back

Book a free, no-pressure 20-minute call. You’ll leave with a clear plan, even if it isn’t with us.

Book a free call Email us

We reply within one business day, usually sooner.