Pricing
Simple, Transparent Pricing
Pick the plan that fits your business. No long-term contracts, no hidden fees. Every plan includes tax-ready books and direct access to Lisa.
Essentials
Solo operators & freelancers
Less than $10k/mo revenue
- ✓Monthly transaction categorization
- ✓Bank & credit card reconciliation
- ✓Monthly P&L and balance sheet
- ✓Tax-ready year-end books
- ✓Email support
- ✓QuickBooks Online access
- -Payroll processing
- -Accounts payable/receivable
- -Monthly review call
- -Custom reporting
Most Popular
Growth
Small teams, 1-5 employees
$10k-$50k/mo revenue
- ✓Everything in Essentials
- ✓Payroll processing via Gusto
- ✓Accounts payable & receivable
- ✓Monthly review call with Lisa
- ✓Receipt capture via Dext
- ✓Cash flow statement
- -Custom reporting
- -Dedicated Slack channel
Scale
Growing businesses, 5-20 employees
$50k+ /mo revenue
- ✓Everything in Growth
- ✓Custom financial reporting
- ✓Dedicated Slack channel
- ✓Bill.com AP automation
- ✓Multi-entity support
- ✓Priority turnaround
All plans are month-to-month. Pricing is customized based on your transaction volume and complexity. Book a free consultation to get your personalized quote.
What’s Included: Plan Comparison
| Feature | Essentials | Growth | Scale |
|---|---|---|---|
| Transaction categorization | ✓ | ✓ | ✓ |
| Bank reconciliation | ✓ | ✓ | ✓ |
| Monthly P&L & balance sheet | ✓ | ✓ | ✓ |
| Tax-ready books | ✓ | ✓ | ✓ |
| Email support | ✓ | ✓ | ✓ |
| Cash flow statement | - | ✓ | ✓ |
| Payroll processing | - | ✓ | ✓ |
| Accounts payable/receivable | - | ✓ | ✓ |
| Monthly review call | - | ✓ | ✓ |
| Receipt capture (Dext) | - | ✓ | ✓ |
| Custom reporting | - | - | ✓ |
| Bill.com AP automation | - | - | ✓ |
| Dedicated Slack channel | - | - | ✓ |
| Multi-entity support | - | - | ✓ |
| Priority turnaround | - | - | ✓ |
Ready to Get Started?
Book a free consultation and Lisa will recommend the right plan for your business. No pressure, no commitment.
Get a Free Consultation