Monthly Add-Ons
Written By Liz Carnagey
Customize your bookkeeping experience with scalable add-ons to meet your evolving business needs.
Transaction Volume
A scalable bookkeeping model designed to support data entry, account reconciliation, and accurate financial records as your business grows.
$250
/
Month
Up To 200 Transactions
$250
/
Month
$400
/
Month
Up To 400 Transactions
$400
/
Month
$550
/
Month
Up To 600 Transactions
$550
/
Month
$700
/
Month
Up To 800 Transactions
$700
/
Month
Contact for Pricing
Unlimited Transactions
Contact for Pricing
Payroll Management
A full-service payroll solution designed to streamline processing, support employee onboarding, and ensure compliance through ongoing oversight and audit preparation.
$100
/
Month
Up To 2 Employees
$100
/
Month
$350
/
Month
Up To 10 Employees
$350
/
Month
$600
/
Month
Up To 20 Employees
$600
/
Month
$30
/
Employee
/
Month
Additional Employees
$30
/
Employee
/
Month
Sales Tax Management
A reliable sales tax solution designed to simplify monthly filing, track taxable activity, and ensure timely payment and compliance across jurisdictions.
$150
/
Month
1 State
$150
/
Month
$350
/
Month
2 State
$350
/
Month
$150
/
State
/
Month
Additional States
$150
/
State
/
Month
Advisor Meetings
Financial check-ins to review reports, ask questions, and provide strategic insights.
$50
/
Month
Quarterly Advisor Meetings
$50
/
Month
$200
/
Month
Monthly Advisor Meetings
$200
/
Month
$300
/
Month
Weekly Advisor Meetings
$300
/
Month
Additional Services
$150
/
Month
Accounts Payable Management
A structured solution for managing vendor bills, maintaining clear payment records, and ensuring timely, organized A/P support so nothing falls through the cracks.
$150
/
Month
Starting at $150
/
Month
Customized Reports
Development of tailored reports that highlight the key metrics and insights that matter most to your business.
Starting at $150
/
Month
$200
/
Month
Personal Bookkeeping
A bookkeeping solution designed for personal or household use, providing precise, organized financial tracking.
$200
/
Month
