Basic
$250–400/ month
The essentials, kept clean and current.
- Bank & card reconciliation
- Transaction categorization
- Monthly financial statements
Simple monthly packages.
Three packages, priced up front. Pick the one that fits your business today.
Packages
All prices are monthly. Where you land in each range depends on your business; see below.
Mid
$500–700/ month
The essentials, plus the bigger picture.
- Everything in Basic
- AR/AP
- Cash flow summaries
Advanced
$1,000–1,500/ month
Full-service books, with payroll.
- Everything in Mid
- Payroll processing
- Forecasting
What sets your price
Each package is a range because no two businesses are the same size. Three things move you within it.
Monthly transactions
More transactions means more to categorize and reconcile each month.
Accounts to reconcile
Each bank, credit card and loan account is another reconciliation.
Team size
On Advanced, payroll scales with the number of people you pay.
Pricing questions
The things people usually ask before they pick a package.
[Confirm with Colton: whether there's a one-time setup fee, and what it covers.]
[Confirm with Colton: whether clients can move between packages, and when a change takes effect.]
[Confirm with Colton: whether he does catch-up or cleanup work, and how it's priced.]
[Confirm with Colton: how he invoices, payment methods, and whether it's month-to-month.]
Ready whenyou are.
Questions about which package fits, or where you'd land in a range? Send a note and I'll get back to you.
