Plans & Pricing
Monthly Bookkeeping
Whether you want to take the pressure off by handing over your bookkeeping or prefer to keep it in-house, we’re here to support you. Our goal is to empower women to better understand their finances and feel confident with their numbers. Whether that means hands-on learning so you can do it yourself, or having us manage the records and walk you through the results, we have a service designed to meet you where you are.
Starter: $250/month
Ideal for solopreneurs or businesses with simpler bookkeeping needs.
Inclusions:
Up to 2 Bank/Credit Card Accounts
Up to 50 Transactions per month
Monthly Reconciliations
Financial Statements: Quarterly (Includes Key Insights Summary)
QuickBooks Online Subscription: Extra
Support Options: Email Only
Growing: $500/month
Perfect for businesses scaling operations and managing increased complexity.
Inclusions:
Up to 3 Bank/Credit Card Accounts
Up to 150 Transactions per month
Monthly Reconciliations
Financial Statements: Quarterly (Includes Key Insights Summary and Trend Analysis)
QuickBooks Online Subscription: EasyStart Plan Included ($95 Value)
Support Options: 1 Hour/Quarter (Financial Clarity Call)
Freedom: $750/month
Tailored for businesses with higher transaction volumes and more complex bookkeeping needs.
Inclusions:
Up to 5 Bank/Credit Card Accounts
Up to 250 Transactions per month
Monthly Reconciliations
Financial Statements: Monthly (Includes Key Insights Summary and Trend Analysis)
QuickBooks Online Subscription: Advanced Plan Included ($190 Value)
Add-On Service: Bookkeeping Catch-Up & Cleanup
For clients starting fresh or transitioning to our services, we’ll organize and input historical records to ensure your books are accurate and tax-ready.
One-Time Fee: Based on the complexity of historical data entry and cleanup required.
QuickBooks Training & Support
For business owners who want to manage their own books but need expert setup, training, and ongoing support to stay on track.
Inclusions:
QuickBooks Setup: We’ll set up your account, chart of accounts, and ensure everything is in order for a clean start.
1-Hour Training Session: Learn how to navigate QuickBooks and manage your books with confidence.
Monthly Check-Ins: Monthly sessions during the first 3 months to review your work, answer questions, and ensure accuracy.
Pricing:
Full Package: $500
Payment Plan Options: Available upon request
Note: Any data entry or cleanup services are billed separately
Financial Planning & Analysis (FP&A)
For clients seeking additional financial insights or one-time services, we offer a range of tailored options. Perfect for monthly clients or businesses we don’t currently manage, these services are designed to provide clarity and actionable insights into your financials.
Specific services and pricing are available upon request.