$750/month Or prepay annually and save 5%: $8,550/year
Comprehensive bookkeeping for growing organizations that need structure, accuracy, and insight.
Who it's for:
The Essentials package is ideal for established small businesses and nonprofits that require consistent monthly financial reporting, multi-account reconciliation, and light CPA oversight.
Best fit for:
LLCs, S Corps, partnerships, and 501(c)(3) nonprofits
Annual revenue up to $1M
Organizations with multiple accounts and moderate transaction volume
Teams preparing for board meetings, grants, or financial reviews
Clients who want clean books, timely reporting, and reliable CPA guidance
What it includes:
Categorization of up to 300 transactions per month
Reconciliation of up to 6 accounts
Monthly financial statements
Class or fund tracking (if applicable)
Quarterly check-in with a CPA
Year-end financial summary for tax return or Form 990
Priority e-mail support and secure client portal access
A reliable, CPA-reviewed solution for organizations that want consistent reporting, clear records, and strategic visibility — without the complexity of a custom plan.