Find Your Financial Path Forward

From Essentials to Growth to Scale, we support you at every stage

Essentials
For small & new businesses
$297 / month
Ideal for: solo providers, micro-businesses, early-stage shops.
Clean, simple monthly bookkeeping so you can stay organized without overpaying.
  • Up to 100 transactions per month
  • Up to 2 bank/credit card accounts
  • 1 payment processor
  • Monthly categorization & reconciliation
  • Month-end close delivered by the 25th
  • Monthly financial statements
  • Secure client portal
  • Unlimited email support
  • Quarterly video call
Best for low-volume businesses that want accurate books and peace of mind.
Choose Essentials
Most Popular
Growth
For growing businesses
$550–$900 / month
Ideal for: trades, designers, cafés, and multi-channel sellers.
Faster month-end close, deeper reporting, and more support as your business scales.
  • 100–400 transactions per month
  • Up to 5 bank/credit card accounts
  • Up to 3 payment processors
  • Expedited month-end close by the 15th
  • Monthly reporting package
  • Receipt & document management
  • Custom reports (sales by channel, COGS detail, etc.)
  • Monthly video call
  • Priority email support
  • Up to 10 1099-NECs included
Best for busy, growing businesses that want timely numbers they can actually use.
Choose Growth
Scale
For businesses ready to level up
$1,200–$2,000+ / month
Ideal for: established businesses, multi-location operations, high-volume companies, or any business ready for deeper financial insights.
Weekly support, KPI tracking, and strategic guidance without hiring an in-house finance team.
  • Weekly bookkeeping
  • Unlimited accounts & payment processors
  • Month-end close delivered by the 10th
  • Customized KPI dashboard
  • Weekly cash flow snapshot
  • Monthly video strategy meeting
  • Priority support
  • Light AR or AP support included
  • Up to 10 1099-NECs included
  • Annual budgeting & planning session
Best for owners who want real-time clarity and a true financial partner in their corner.
Choose Scale
Add-On Services
Customize your monthly package with additional support as your business grows.
Washington Business & Occupation Tax Filing
Monthly or quarterly B&O preparation and filing so you stay compliant with Washington state.
Priced per filing frequency and complexity.
Sales Tax Filing
Sales tax reporting and filing for retail, e-commerce, and service-based businesses.
Priced by number of locations/jurisdictions.
Historical Cleanup
Catch up and clean up past periods so your books are accurate and tax-ready.
Flat-rate or project-based pricing.
Accounts Receivable Support
Invoicing, customer aging review, and AR tracking to help improve cash collection.
Light to full-service options available.
Accounts Payable Support
Bill entry, scheduling, and AP review so you know who needs to be paid and when.
Great for businesses with regular vendors.
1099 Preparation
Vendor review and 1099-NEC/1099-MISC preparation so you’re ready for January deadlines.
Priced per form after included amounts.
Budgeting & Forecasting
Collaborative budget and cash flow forecasts to help you plan for the year ahead.
Ideal for growing businesses and seasonal revenue.
One-Time Annual Bookkeeping
Year-end catch-up for businesses who need books ready for their tax professional.
Perfect for DIYers who want a clean year-end.