Starter
Freelancers and low-volume businesses
$299 /month
- Up to 50 transactions/month
- Reconcile 1–2 accounts
- Monthly P&L
- Balance Sheet
- Cash Flow report
Payroll processing, withholding, forms, and integration with QuickBooks Payroll.
Chart of accounts, bank connections, and e‑commerce integrations.
If your books are behind, we can catch up and rebuild a clean baseline.
LLC/C‑Corp/Sole Proprietorship formation in California: filing, EIN, Seller’s Permit
Cash flow reporting, budgeting, forecasts, and profitability reviews.
Over 500 transactions/month, multiple entities, or multi‑channel complexity.
| Feature | Starter | Business | Professional | Premium |
|---|---|---|---|---|
| Best for | Freelancers / low volume | Growing small business | E-commerce / moderate volume | High volume / Amazon FBA |
| Monthly transactions | Up to 50 | Up to 150 | 151–300 | 301–500 |
| Reconciled accounts | 1–2 accounts | 3 accounts | Full reconciliation | Full reconciliation |
| Credit cards reconciliation | — | Included | Included | Included |
| Core monthly reports | P&L, Balance Sheet, Cash Flow | P&L, Balance Sheet, Cash Flow | P&L, Balance Sheet, Cash Flow | P&L, Balance Sheet, Cash Flow |
| Advanced reporting | — | — | Included | Included |
| Sales tax tracking | — | Included | Included | Included |
| AP/AR included | 0 | Up to 10 entries | Up to 25 entries | Up to 50 entries |
| E-commerce support | — | — | Included | Included |
| Profitability analysis | — | — | — | Included |
| Performance ratio tracking | — | — | — | Included |
| Email support | Included | Included | Included | Included |
| Add-ons available | Payroll • QuickBooks Setup • Cleanup/Catch-up • Business Formation • Consulting | |||
| Price | $299/mo | $599/mo | $899/mo | $1,199/mo |
If your workflow includes multiple platforms, clearing accounts, or complex AP/AR — we may recommend a custom plan.
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How it works