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🌱 Bookkeeping Services That Fit Your Flow
Click on any section below to open up the details. Each one expands to show precisely what’s included, what it costs, and how you can customize.
🟢 Not sure what to choose? Click here to get started with a free quote. I’ll walk you through it—no pressure, no jargon.
Root Plan – $350/month: (See Details ⬇️)
- Up to 2 bank/credit card accounts
- 200 transactions/month
- Monthly reconciliation
- Categorizing income & expenses
- Financial reports
- Email support + quarterly check-ins
Canopy Add-Ons: (See Details ⬇️)
- +$100/account/month – Extra accounts
- +$75/150 transactions – Extra transactions
- +$100/month – Sales tax filing
- +$150/month – A/P & A/R
- +$150/month – Payroll support (up to 10 employees)
- +$100/year – 1099s (up to 10 vendors)
One-Time Services: (See Details ⬇️)
- QuickBooks Setup & Training – $295
- Cleanup (up to 6 months) – from $500
- Catch-Up Bookkeeping – $100/hour
- Quarterly Review – $250
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