Pricing
Simple plans, No surprises
Choose the level of support that fits your business today — and scale as you grow. Every plan includes a dedicated accountant and monthly reporting.
Essential
Clean books and monthly clarity for early-stage businesses.
- Monthly bookkeeping (up to 150 Transactions)
- Bank and credit card reconciliation (up to 3 Accounts)
- Payroll Processing (up to 5 employees)
- Monthly financial summary report
- Monthly Sales Tax Filing
Illumination
Full accounting and payroll for growing businesses.
- Everything in Essential
- Monthly bookkeeping (up to 300 Transactions)
- Bank and credit card reconciliation (up to 8 Accounts)
- Payroll Processing (up to 10 employees)
- Industry Benchmark Analysis
- Quarterly Financial Review
Enterprise
Tailored financial services for established businesses.
- Everything in Professional
- Monthly bookkeeping (Above 300 Transactions)
- Bank and credit card reconciliation (Over 8 Accounts)
- Payroll Processing (Over 10 employees)
- Monthly Financial Review
- Financial planning & forecasting
All plans are month-to-month — no long-term contracts required. Contact us to discuss a custom arrangement.
What's included in each plan
| Feature | Essential | Illumination | Enterprise |
|---|---|---|---|
| Monthly Bookkeeping & Transaction Management | |||
| Bank & Credit Card Reconciliations | |||
| Monthly Financial Statements | |||
| Secure QuickBooks & Document Management | |||
| Payroll Processing & Reconciliation | |||
| Sales Tax Preparation & Filing | — | ||
| Monthly Accounting Close & General Ledger Review | — | ||
| Dedicated Accounting Support & Financial Review | — | ||
| Accounts Payable & Receivable Management | — | — | |
| Cash Flow & Trend Reporting | — | — | |
| Comparative & Budget-to-Actual Reporting | — | — | |
| Customized Management Reporting & Priority Support | — | — |
Common questions
Answers before you ask
Absolutely. You can upgrade or adjust your plan at any time. Your accounting needs will evolve as your business grows, and your plan can evolve with you. Whether you're adding employees, managing more transactions, or need more comprehensive reporting and support, we'll help you transition to the level of service that fits your business. Don't worry, we'll make the transition seamless and ensure your books stay current throughout.
We make the transition as simple as possible. We'll start with a complimentary consultation to understand your business and current accounting setup. Then we'll review your records, establish secure access, organize your accounting workflow, and make sure everything is ready for ongoing service. If your books need catch-up or cleanup work before we begin, we'll explain what we find and provide a separate quote upfront—so there are no surprises.
We specialize in small businesses across a wide range of industries — retail, professional services, trades, construction, healthcare, and more. If you're unsure whether we're a good fit, just reach out and we'll let you know.
We use QuickBooks Online as our primary accounting platform, supported by secure, cloud-based business technology for payroll, document management, communication, and account access. Protecting your financial information is an important part of how we work. Our systems incorporate safeguards such as multi-factor authentication, controlled user access, secure credential management, and protected document exchange to help ensure sensitive business information is accessible only to authorized users. As technology evolves, we continually evaluate the tools we use to support accurate, efficient accounting while maintaining strong security practices.
No long-term contracts required. We work on a month-to-month basis because we believe our results should speak for themselves.
Ready to get started?
Schedule a free appointment and we'll recommend the right plan for your business — no pressure, no obligation.
Schedule a free consultation