Three clear plans. Pick the one that fits where you are.
Every bookkeeping plan starts with clean, reconciled books. The difference is how much help you want turning them into decisions.
No long contract. Your books leave with you. Catch-up work is a one-time fee, starting at $1,500.
Clean, reconciled books and a plain-English summary every month.
Best for: businesses generating $250K or more in revenue per year.
Starting at
$450/month
Monthly bank and credit card reconciliation
QuickBooks or Xero kept up to date
A plain-English monthly email summary
Email support
“We'll make sure QuickBooks is actually telling you the truth.”
Most popular
Monthly numbers plus a coach to read them with you.
Best for: businesses generating over $1M in revenue per year.
Starting at
$850/month
Everything in Essential Bookkeeping, plus:
A monthly profit coaching call with Tim
A safe owner paycheck, set together each month
Cash cushion tracking and tax set-aside planning
“You'll know your numbers before you make the call, not after.”
A fractional finance partner in your corner.
Best for: established businesses with complex cash flow and growing teams.
Starting at
$2,500/month
Everything in Growth, plus:
Cash-flow and budgeting support
Financial statement preparation and reporting
Monthly, quarterly and annual statement analysis
A reporting package presented to you
Finance and accounting department oversight
Streamlined systems and processes
Payroll processing and compliance
“Big decisions get a second set of eyes before you make them.”
One-time Catch-Up & Clean-Up, starting at $1,500: for books 3+ months behind. Historical reconciliation and an account check, then a clean handover onto a monthly plan.
Months behind? Get my books caught up →
Each plan includes everything in the one before it.
What's included
Essential
Growth
Fractional CFO
Monthly bookkeeping and categorization
E✓Essential: included
G✓Growth: included
C✓Fractional CFO: included
Bank and card reconciliation
E✓Essential: included
G✓Growth: included
C✓Fractional CFO: included
Plain-English monthly email summary
E✓Essential: included
G✓Growth: included
C✓Fractional CFO: included
QuickBooks or Xero management
E✓Essential: included
G✓Growth: included
C✓Fractional CFO: included
Monthly profit coaching call
E–Essential: not included
G✓Growth: included
C✓Fractional CFO: included
Safe owner paycheck and tax set-aside planning
E–Essential: not included
G✓Growth: included
C✓Fractional CFO: included
Cash-flow and budgeting support
E–Essential: not included
G–Growth: not included
C✓Fractional CFO: included
Financial statement preparation and reporting
E–Essential: not included
G–Growth: not included
C✓Fractional CFO: included
Monthly, quarterly and annual statement analysis
E–Essential: not included
G–Growth: not included
C✓Fractional CFO: included
A reporting package presented to you
E–Essential: not included
G–Growth: not included
C✓Fractional CFO: included
Finance and accounting department oversight
E–Essential: not included
G–Growth: not included
C✓Fractional CFO: included
Streamlined systems and processes
E–Essential: not included
G–Growth: not included
C✓Fractional CFO: included
Payroll processing and compliance
E–Essential: not included
G–Growth: not included
C✓Fractional CFO: included
Starting at
EEssential: $450/mo
GGrowth: $850/mo
CFractional CFO: $2,500/mo
Starting at $450/month
Includes:
Monthly bookkeeping and categorization
Bank and card reconciliation
Plain-English monthly email summary
QuickBooks or Xero management
Most popular
Starting at $850/month
Everything in Essential Bookkeeping, plus:
Monthly profit coaching call with Tim
Cash cushion tracking and tax set-aside planning
Starting at $2,500/month
Everything in Growth, plus:
Cash-flow and budgeting support
Financial statement preparation and reporting
Monthly, quarterly and annual statement analysis
A reporting package presented to you
Finance and accounting department oversight
Streamlined systems and processes
Payroll processing and compliance
Still unsure? That's what the free call is for.
We work with the software you already use
QuickBooks Online
Xero
BILL
Brex
Ramp
AppFolio
Gusto
No long contract. Plans run month to month, and if you leave, your books leave with you, clean and complete.
We ask for access to your software and your last closed month, then pick up from there. Your current bookkeeper doesn't need to do anything special.
QuickBooks Online and Xero for the books, alongside BILL, Brex, Ramp, AppFolio and Gusto. Using something else? Ask on the call.
Yes. We start with a one-time Catch-Up & Clean-Up, starting at $1,500, then move you onto a monthly plan so the books stay current. See how catch-up works →
We'll say so on the call and, where we can, tell you who would be a better fit. No pressure either way.
Yes. We keep your books clean and ready for your CPA at tax time. We don’t prepare tax returns.
Twenty minutes with Tim. Bring your numbers and your questions. You'll leave knowing which plan makes sense, or if none does.
Book My Free Profit Clarity CallNo long contract. Your books leave with you.