Professional Bookkeeping Services
Clear service options, expert support, and cloud-based solutions designed for small businesses at every stage.
Clear service options, expert support, and cloud-based solutions designed for small businesses at every stage.
All plans include cloud-based access, monthly reporting, and expert support
Perfect for small businesses with straightforward financial needs
Comprehensive financial management for growing businesses
Strategic financial insights for established businesses
Compare all features across our service tiers
| Features | Core | Value-Add | Advisory |
|---|---|---|---|
| Transaction Limit | 300/month | 1,000/month | Unlimited |
| Bank Reconciliation | |||
| Accounts Payable | |||
| Accounts Receivable | |||
| KPI Tracking | |||
| Cash Flow Forecasting | |||
| Monthly Strategy Calls | |||
| Dedicated Account Manager | |||
| Support Level | Phone & Email | Priority Phone & Email |
Complement your bookkeeping with our specialized services
Partner with certified tax professionals
Comprehensive payroll management
Boston-based notary public
Fix messy books and catch up
Get answers to common questions about our services
If you exceed your monthly transaction limit, we'll automatically upgrade you to the next tier for that month only. No penalties or surprise fees - just transparent plans that scale with your business.
We primarily work with QuickBooks Online, Xero, and FreshBooks. Our cloud-based approach allows you to access your financial data anytime, anywhere, with real-time updates and secure backups.
Most clients are up and running within 1-2 weeks. This includes initial setup, data migration, and onboarding. For urgent situations, we offer expedited setup within 3 business days.
Yes! While we're based in Boston and offer local notary services, our cloud-based approach allows us to serve clients nationwide. We have experience with businesses across multiple states and industries.
Setup includes account creation, chart of accounts customization, bank feed connections, historical data import (if applicable), and comprehensive onboarding to ensure you're comfortable with the system.
Choose your plan and start saving time on bookkeeping today