Transparent, Simple Pricing

Choose a plan that fits your business needs. All packages include dedicated support and accurate, timely bookkeeping.

Starter

Perfect for new agents or small portfolios getting started

$299
per month
  • Monthly financial reports
  • Expense categorization
  • Bank reconciliation
  • Quarterly tax estimate calculations
  • Email support (48-hour response)
  • Priority support
  • Multi-property tracking
  • Custom reporting
Get Started

Professional

Ideal for established agents and property managers

$599
per month
  • Monthly financial reports & analysis
  • Full expense management
  • Bank & credit card reconciliation
  • Quarterly tax estimates & planning
  • Multi-property tracking (up to 5)
  • 1099 contractor management
  • Priority email support (24-hour response)
  • Monthly consultation call (30 min)
Get Started

Portfolio

For investors managing multiple properties or high transaction volume

$999
per month
  • Comprehensive financial reporting
  • Advanced expense tracking & analysis
  • Full bank reconciliation across all accounts
  • Quarterly tax planning sessions
  • Unlimited property tracking
  • Property-level P&L statements
  • Depreciation schedule management
  • Portfolio performance analysis
  • Priority phone & email support
  • Bi-weekly consultation calls
Get Started

Custom

Tailored solutions for unique business needs

Let's Talk
Custom pricing based on your needs
  • Custom pricing based on revenue
  • Customized services for your business
Schedule a Consultation

Frequently Asked Questions

Everything you need to know about our pricing

Is catch-up bookkeeping included in the monthly price?
Catch-up work for prior periods is billed separately from your monthly package. If your books need to be brought current before starting ongoing services, I'll provide a custom quote based on the volume of historical transactions and complexity of the work needed.
Can I switch plans later?
Absolutely! You can upgrade or downgrade your plan at any time. Changes take effect at the start of your next billing cycle.
What's included in the monthly consultation calls?
During consultation calls, we review your financial reports, discuss any concerns or questions you have, provide tax planning guidance, and help you understand your business's financial health.
Do you prepare tax returns?
While I don't file tax returns, I work closely with your CPA and provide all necessary financial documents, tax planning support, and ensure your books are tax-ready. I can also provide referrals to trusted tax professionals.
Is there a contract or commitment?
All plans are month-to-month with no long-term contract required. You can cancel at any time with 30 days' notice.

Not Sure Which Plan is Right?

Schedule a free consultation and I'll help you choose the perfect package for your business.

Book Your Free Consultation