Pricing Guide
Personal Finance Organizing
$125
/
month + $75 one-time onboarding fee
ESSENTIAL
A simple monthly organizing service that keeps your transactions categorized and your dashboard updated so you always know where your money stands. Perfect for clients who want clarity without extra support.
$125
/
month + $75 one-time onboarding fee
$175
/
month + $100 one-time onboarding fee
STANDARD
A deeper monthly organizing experience with savings and debt snapshots plus light goal tracking to help you understand your financial patterns and progress.
$175
/
month + $100 one-time onboarding fee
$250
/
month + $150 one-time onboarding fee
PREMIUM
A high‑touch monthly partnership including mid‑month check‑ins and quarterly reviews for clients who want consistent support and personalized insights.
$250
/
month + $150 one-time onboarding fee
Bookkeeping
$200
/
month + $150 one-time onboarding fee
STARTER
Clean, accurate monthly bookkeeping with reconciliation, categorizing, and a simple financial summary to keep your business organized.
$200
/
month + $150 one-time onboarding fee
$350
/
month + $200 one-time onboarding fee
STANDARD
Monthly bookkeeping plus receipt organization, quarterly reports, and helpful tracking to give you a clearer view of your business performance.
$350
/
month + $200 one-time onboarding fee
$500
/
month + $250 one-time onboarding fee
GROWTH
A more hands‑on bookkeeping tier with vendor tracking, invoicing support, and priority communication for growing businesses with more moving parts.
$500
/
month + $250 one-time onboarding fee