Bookkeeping that grows with you—
right here on the Central Coast.

Whether you're an independent contractor or managing multiple entities, we offer the right level of support—backed by real people who understand your business.

Choose your plan

Tier 1

$300/mo

Starter Plan

A lightweight plan built to match robo-bookkeepers—just with a real person behind it.

Best for:

  • Solo entrepreneurs and independent contractors

  • Side businesses or early-stage operations

  • Typically 0–1 employees and under $250K in revenue

  • Up to 75 transactions/month

  • 1 bank + 1 credit card account

  • Monthly reconciliation

  • Monthly financial statements (P&L + Balance Sheet)

  • Email-based support

  • QuickBooks Online subscription included

  • One-time onboarding (Zoom or in-person)

Tier 2

$750/mo

Growth Plan

Designed for businesses with growing complexity and a need for deeper financial insight.

Best for:

  • Businesses with 2–10 employees

  • Generating $250K–$2M in annual revenue

  • Need help managing multiple accounts or revenue streams

  • Owner wants forecasting, strategy, or planning support

  • Up to 200 transactions/month

  • Up to 3 accounts

  • Customized Chart of Accounts

  • Monthly reconciliation + financials

  • Quarterly budgeting + forecasting

  • Zoom or in-person review every quarter

  • Email + scheduled meeting support

  • QuickBooks Online subscription included

Tier 3

$1,200/mo

Strategic Plan

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Built for complexity—when off-the-shelf just won’t cut it.

Best for:

  • Firms with 10+ employees or multi-entity operations

  • Managing $2M+ in annual revenue or $10M+ in assets

  • Require consolidated reporting, team coordination, or custom systems

  • Working closely with external CPAs, legal, or investors

  • Unlimited transactions and accounts

  • Multi-entity consolidations

  • Payroll setup and oversight

  • AR/AP systems with approval workflows

  • Cashflow forecasting + custom KPI dashboards

  • Liaison with CPAs or fractional CFOs

  • Historical cleanup, audit prep

  • Receipt/document management systems

Optional Add-Ons

Want to keep things flexible? Add support where you need it:

  • Accounts Payable:
    $150–$250/month

  • Accounts Receivable:
    $150–$250/month

  • Payroll Coordination: $100/month

  • Cashflow Dashboards or KPIs: $150/month

  • Cleanup Projects: Priced by scope

Note: Add-ons available to Starter and Growth plans as needed.

Getting Started

Breakdown of bookkeeping and financial services offered

Schedule a Free Consultation

Let’s talk through your goals and get a sense of your current setup.

Breakdown of bookkeeping and financial services offered

Onboarding + Setup

We’ll get your books in shape and your systems dialed in.

*Onboarding is in-person, when possible.

Breakdown of bookkeeping and financial services offered

Ongoing Support

Monthly bookkeeping, reporting, and collaboration—tailored to how you work.

Not sure which plan is right for you?

Let’s talk through your business goals and find the right fit.