For solopreneurs and service businesses who need clarity, accuracy, and a real financial picture.
Beyond Balanced: Bookkeeping That Runs Your Business
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Pick your perfect fit transparent pricing from $250/month + one-time onboarding
Scalable packages to match your business, from solopreneurs to scaling teams. Every tier delivers clean books so you reclaim time for you.

Core
$200 one-time onboarding • $300/month
For simple service businesses needing clean, reliable books without complexity.
Includes
Monthly transaction categorization
Bank and credit card reconciliations
Monthly financial statements (P&L, Balance Sheet)
Ongoing accuracy checks
Outcome:
Clear, up-to-date books you can trust — without spending time in QuickBooks.

Complete (Most Popular)
$300 one-time onboarding • $500/month
For growing businesses that need structure, cash flow organization, and oversight.
Includes
Everything in Core
Bill pay processing
Invoice tracking support (QBO reminders & monitoring)
Outcome:
Bills paid on time, invoices tracked, and clearer visibility as activity increases.

Elite
$600 one-time onboarding • $800/month
For established businesses that want proactive oversight and deeper financial clarity.
Includes
Everything in Complete
Priority support
Enhanced monthly review for trends and red flags
Outcome:
Fewer surprises, stronger confidence in reports, and clearer insight as the business grows.
Not Sure Which Plan Fits? Let's Chat!
One-Time Services: Get Fixed Fast
Books Check-Up / Diagnostic Review
$250 (fixed)
Low-risk scan for cautious owners.
Includes: Review of account setup, reconciliations, uncategorized balances, reporting accuracy.
Deliverable: Written summary—what's working, what's broken, priorities.
"Tells you if your numbers are trustworthy before big decisions."
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QuickBooks Cleanup / Catch-Up
$200 (1 month) | $275 (2 months) | $350 (3 months)
Includes: Historical cleanup (scoped months), reconciliations current, categorization fixed, clean P&L/Balance Sheet. No ongoing maintenance.
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