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.
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 EssentialsMost 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 GrowthFull 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.
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.
That’s about $3,250 of your time every month.
Our packages start at $300 a month.
Get those hours backQuestions
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.
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.
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.
We reply within one business day, usually sooner.
