Start with the essentials. Add extra support only where you need it. One clean starting plan, plus clear add-ons for businesses with more moving parts.
If you are not sure what applies to your business, book a quick call. We’ll help you sort out the base plan, any add-ons, and whether your business needs anything beyond the essentials.
Start with Essential Bookkeeping, then layer in extra support only where it fits your workflow.
Best for small businesses with simple finances — those that get paid immediately and have minimal expenses, like freelancers, consultants, and service providers.
Everything from the original add-on list is here, just grouped more cleanly so it’s easier to scan.
Use the core plan as your base. Then add support only where your workflow needs more help.
The base plan covers the bookkeeping fundamentals for businesses with straightforward monthly needs.
Every business is different, so we’ll recommend and include only the add-on services needed to support your operations and technology.
If you are not sure what applies to your business, we can help you sort it out before you get started.
Need tax support? We partner with a nationwide tax firm to provide seamless tax services—just ask us for a referral.
Book a quick call and we’ll help you understand the plan, the add-ons, and what actually makes sense for your business.
