Our Bookkeeping Packages

Choose the plan that best fits your business needs. Final pricing will depend on your specific situation.

Set Sail
$495/month
Once per month transaction recording, reconciliations, and check-in
Books completed by the 25th of the following month
Dedicated Client Success Manager
Responses within 1 business day
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All Aboard
$895/month
Once per week transaction recording
Monthly reconciliations and check-in
Books completed by the 15th of the following month
Quarterly financial review meeting (if requested)
1099 filing included (up to 10)
Dedicated Client Success Manager
Responses within 1 business day
Learn More
Full Steam Ahead
$1,995/month
Twice per week transaction recording
Monthly reconciliations and check-in
Books completed by the 10th of the following month
Monthly management reports
Monthly financial review meeting (if requested)
1099 filing included (up to 20)
Payroll processing (up to 15 employees, using Gusto, ADP, or QBO Payroll)
Dedicated Client Success Manager
Responses within 1 business day
Learn More

Need a custom solution? We can tailor our services to your specific requirements. Click the Get Started button at the top of your screen so we can figure out the best option together.

Our Tax Package

We’ve simplified our tax offerings into one powerful package—everything you need, all in one place.

Legacy Basic
Did not include proactive tax strategy
Limited support outside tax season
❌ No Longer Available
All-Inclusive Tax Package
$395/month
Annual tax preparation & filing
Estimated tax planning
One-on-one tax strategy session
Dedicated Client Success Manager
Responses within 1 business day, anytime
Get Started
Legacy Premium
Included features now in our standard package
No added benefit vs. current offering
Over-complicated pricing
❌ No Longer Available

Our Clients & Pricing

Real examples of businesses we serve and their monthly investment

Industry

Entertainment

Services Provided
  • Weekly Bookkeeping
  • Monthly Financial Meeting
  • Budget Review
  • Profit Allocations
Monthly Investment

$2,950/month

Industry

Weddings + Events

Services Provided
  • Weekly Bookkeeping
  • Class Tracking
  • Tax Projection Meetings
  • Entity + Personal Tax Return Preparation
Monthly Investment

$2,200/month

Industry

Marketing

Services Provided
  • Monthly Bookkeeping
  • Tax Projection Meetings
  • Entity + Personal Tax Return Preparation
Monthly Investment

$630/month

Industry

Marketing

Services Provided
  • Monthly Bookkeeping
  • Tax Projection Meetings
  • Entity + Personal Tax Return Preparation
Monthly Investment

$500/month

Industry

Marketing

Services Provided
  • Weekly Bookkeeping
  • Monthly Financial Meeting
  • Tax Projection Meetings
  • Entity + Personal Tax Return Preparation
Monthly Investment

$1,556/month

Ready to Set Sail?

Take the first step toward better financial management.

Start Your Journey