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 monthly
Monthly Reconciliations
Financial Statements: Semi-annually (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)
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.
Ongoing Check-Ins: Choose from monthly, bi-monthly, or quarterly sessions to review your work, answer questions, and ensure accuracy.
Pricing Options:
Monthly Support Package (Best Value): $120/month for 12 sessions (includes setup, training, and one monthly check-in).
Bi-Monthly Support Package: $80/month for 6 sessions (includes setup, training, and one check-in every two months).
Quarterly Support Package: $60/month for 4 sessions (includes setup, training, and one check-in every three months).
** Save 15% with Annual Prepayment!**
Note: These prices reflect a 12-month commitment. Early cancellation may result in additional charges to reflect hours worked. Any data entry or cleanup services are billed separately
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
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.
Financial Planning & Analysis (FP&A)
For clients seeking additional financial insights or one-time services, we offer a range of a la carte 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.
A La Carte Services:
Financial Clarity Call (1 Hour): $100
Gain expert guidance on your financial questions or challenges.Cash Flow Forecasting (One-Time, 6-Month Horizon): $250
Plan ahead with a detailed forecast tailored to your business.Variance Analysis (One-Time): $150
Understand the “why” behind your numbers with a deep dive into budget vs. actuals.