Essentials $300 – $500/mo Best For: Solo operators, freelancers, and micro-businesses

Monthly bank & credit card reconciliation (up to 2 accounts) Monthly financial statements (Profit & Loss, Balance Sheet) Categorization of transactions QuickBooks Online support & maintenance Monthly email check-in Up to 75 transactions/month A solid foundation for your finances →

Growth ★ $500 – $1,000/mo Best For: Growing small businesses with employees or multiple revenue streams Everything in Essentials, plus: Up to 5 bank/credit card accounts Accounts payable & receivable tracking Sales tax tracking & filing support Monthly financial review call (15–30 min) Up to 250 transactions/month Basic job costing or class tracking The most popular choice for growing businesses →

Premium $1,000 – $1,800/mo Best For: Established businesses, nonprofits, or multi-entity operations

Everything in Growth, plus: Unlimited bank/credit card accounts Full AP & AR management Grant tracking & fund accounting (nonprofits) Custom reporting & KPI dashboards Dedicated monthly strategy call (30–60 min) 250+ transactions/month Multi-state support as needed Comprehensive support for complex operations →

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