$199 Monthly Micro Plan
Clean books, monthly reporting,
and strategic guidance, starting at $199/month.
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Free QBO Ledger subscription
Up to 2 connected bank accounts
Up to 50 transactions per month
Monthly Balance Sheet
Monthly Profit & Loss Statement
Monthly Cash Flow Statement
30 minutes of strategic guidance every month
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The Micro Plan is designed for business owners who need clean, accurate books and a clear monthly financial picture, without complexity they don't need yet.
It's a great fit if you're:
A sole proprietor or single-owner business
Just getting started with bookkeeping
Running lean with straightforward finances
Ready to hand off the books and focus on your business
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Tell us about your business by fillling out our short inquiry form
We review your needs and confirm the Micro Plan is the right fit
We get you set up and handle the books from there
A Note on Eligibility
The Micro Plan is designed for businesses with simple bookkeeping needs — up to 2 connected accounts and 50 transactions per month. It does not include vendor bill pay, customer invoicing, or payroll.
If your volume grows or your needs become more complex, we'll recommend moving to the Small Plan. That's not a problem , it means your business is growing.
Compare plans
| Microstarts at $199* | Smallstarts at $500* | Mediumstarts at $1,000* | Largestarts at $2,000* | |
|---|---|---|---|---|
| Bookkeeping | ✓ | ✓ | ✓ | ✓ |
| Vendor Payments (A/P) | — | ✓ | ✓ | ✓ |
| Customer Invoicing (A/R) | — | ✓ | ✓ | ✓ |
| Payroll | — | ✓ | ✓ | ✓ |
| Reconciliations | ✓ | ✓ | ✓ | ✓ |
| Monthly Financial ReportsBalance Sheet, P&L, Cash Flow | ✓ | ✓ | ✓ | ✓ |
| Budgeting | — | — | ✓ | ✓ |
| Flux / trend analysis (BvA) | — | — | ✓ | ✓ |
| Corporate Practices | — | — | ✓ | ✓ |
| Risk assessment | — | — | ✓ | ✓ |
| HR risk & best practices | — | — | ✓ | ✓ |
| CFO+ | — | — | — | ✓ |
| Strategic planning & forecasting | — | — | — | ✓ |
| Working capital | — | — | — | ✓ |
| Due diligence | — | — | — | ✓ |
| Staff Included | ||||
| Accounting Clerk | ✓ | ✓ | ✓ | ✓ |
| Sr. Accountant / Acct. Manager | ✓ | ✓ | ✓ | ✓ |
| Controller | — | — | ✓ | ✓ |
| CFO | — | — | — | ✓ |
*Monthly fee depends on volume.
starts at $199/month*
starts at $500/month*
starts at $1,000/month*
starts at $2,000/month*
*Monthly fee depends on volume.
Included in all plans
Guaranteed hours every month for bookkeeping AND strategic guidance
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Meticulous record-keeping to support informed decision-making. Gain valuable insights into your financial performance.
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Clear, accurate, and reconciled financial reports. Timely and accurate financial insights to inform strategic decisions.
Every plan includes accurate books, clear reporting, and dedicated support.
Specific services vary by plan. See the full comparison
Get financial clarity in 30-Minutes
Our free 30-minute financial assessment helps business owners by analyzing financial health, identifying profitability opportunities, and exploring tax-minimizing strategies.
Let's achieve your business goals together.
Contact Us
Need help from a financial expert? Have general questions about financial matters? Reach out today.
No unsolicited marketing or sales pitches, please.