A monthly plan to fit your needs

  • Best for: Solo entrepreneurs, freelancers, and service providers with low monthly transaction volume (under 100/month).

    Our most basic monthly bookkeeping package, for those who need them done right and on time, without all of the bells and whistles.

  • Includes:

    • Monthly transaction categorization

    • Bank and credit card reconciliations

    • Monthly financial reports (Profit & Loss + Balance Sheet)

    • Communication via email support

    • Year-end accountant package

    • A customized client portal for uploading receipts and asking general questions.

    Does not include:

    • App subscription fees (billed separately)

  • Best for: Growing service-based businesses or online retailers with moderate volume (100–300 transactions/month) and some payroll or team needs.

    This package provides more structure, oversight, and reporting as your business grows.

  • Includes everything in The Ledger, plus:

    • Monthly check-in call (30 mins)

    • Monthly budget vs. actual reporting

    • Receipt management support

    • Payroll processing support (through partner app)

    • Quarterly tax-ready financial review

    • Basic KPI tracking (3 key metrics)

    Does not include:

    • App subscription fees (billed separately)

  • Best for: Established businesses with higher volume, complexity, or team size—including e-commerce, agencies, consultancies, and multi-entity operations.

    This is our most comprehensive package, offering complete financial clarity and hands-on partnership.

  • Includes everything in the other packages, plus:

    • All required app subscriptions are included

    • Weekly bookkeeping updates

    • Custom KPI dashboard + performance insights

    • Monthly strategy meeting (60 mins)

    • Dedicated Slack channel for support

    • Cash flow forecasting

    • Priority support & response times

    • Quarterly business health reports