Simple monthly pricing

A flat monthly fee for clean, current books. No hourly billing and no surprises. Pick a plan, or get a custom quote for your exact setup.

Monthly plans

Every plan includes US business hours support and a team that knows your books.

Prices are in US dollars. More than 2,000 transactions a month? We will send a custom quote. Books behind? Catch-up work starts from $149 per month of backlog.

Compare plans

What each plan includes, side by side.

Comparison of the Starter, Growth and Premium plans
What is includedStarterGrowthPremium
Monthly price$299$549$799
Transactions a monthUp to 500Up to 1,000Up to 2,000
Bank and credit card accountsUp to 2Up to 6Up to 12
Transaction categorizationIncludedIncludedIncluded
Monthly reconciliationsIncludedIncludedIncluded
Profit and loss and balance sheetIncludedIncludedIncluded
Month-end close with written summaryNot includedIncludedIncluded
Bills and invoices in Bill.comNot includedIncludedIncluded
Payroll runs for your teamNot includedNot includedIncluded
Inventory or deferred revenue trackingNot includedNot includedIncluded
CallsEmail support in US hoursMonthly check-in callMonthly review call

More than 2,000 transactions a month? We'll send a custom quote.

One-off services

For work that happens once, before or alongside your monthly plan.

Catch-up and clean-up

Books brought current and past errors fixed, quoted after a free review of your file.

Starting from $149 per month of backlog (minimum 3 months)

Save 10% on catch-up work when you continue with a monthly plan.

About catch-up work

QuickBooks Online setup

A clean chart of accounts, bank feeds, rules and settings that fit how your business works.

Starting from $299

About QuickBooks setup

QuickBooks Desktop to Online migration

Your history moved across carefully, balances checked and the new file tidied before you switch.

Starting from $449 (up to 2 years of history)

About migrations

Year-end and tax-ready review

A full review of the year, adjustments made and a clean file ready to hand to your CPA.

Starting from $599 (up to 12 months, books mostly up to date)

About tax-ready books

Final pricing depends on transaction volume, number of bank and card accounts, payroll, and the condition of your books. We confirm a fixed quote after a free review.

Need something different?

Tell us about your transactions, accounts and software, and we will send you a custom quote.

Pricing questions

Something not covered here? See all questions or ask us on a call.

Each line in your bank, credit card or payment account feed counts as one transaction, such as a deposit, a card charge, a bill payment or a transfer.

We review your volume with you and agree any change of plan before your bill changes. A busy month now and then is not a problem.

No. Monthly plans can be cancelled with 30 days notice, and you can move up or down a plan as your business changes.

Pay for the year up front and you are charged for 10 months instead of 12, which works out to 2 months free.

No. If your books are behind, we review them for free first and send a separate fixed quote for the catch-up work before your monthly plan starts. Catch-up work starts from $149 per month of backlog (minimum 3 months), and you save 10% when you continue with a monthly plan.

We invoice monthly in advance. You can pay by ACH bank transfer, wire transfer, or check. If you bank with Mercury, you can also pay directly with Mercury. There are no extra fees for any of these payment methods.

Not sure which plan fits?

Book a free 30 minute consultation, or tell us about your books for a custom quote. We reply within one US business day.