Plans Built for New Jersey Small Businesses
Sign your agreement, connect your books, and we handle the rest. No surprise fees, no hourly billing.
- ✓Up to 2 accounts
- ✓Up to 75 transactions/mo
- ✓P&L + Balance Sheet
- ✓Accounting software management
- ✓Client portal access
- ✗Payroll
- ✗Bill Pay
- ✓Up to 4 accounts
- ✓Up to 150 transactions/mo
- ✓P&L + Balance Sheet + Cash Flow
- ✓Accounting software management
- ✓Client portal access
- +Payroll add-on +$75/mo
- +Bill Pay add-on +$75/mo
- ✓Up to 6 accounts
- ✓Up to 300 transactions/mo
- ✓P&L + Balance Sheet + Cash Flow
- ✓Accounting software management
- ✓Client portal access
- +Payroll add-on +$75/mo
- +Bill Pay add-on +$75/mo
- ✓Everything in Pro
- ✓90-day cash flow forecast
- ✓Best & worst case scenarios
- ✓Monthly 1-hour strategy call
- ✓KPI dashboard & benchmarks
- ✓Extra meetings at $75/hr
Have more than 6 accounts, 300+ transactions, or multiple entities? Book a call to discuss →
Not sure what happens after you enroll? See the onboarding process →
Frequently Asked Questions
We'll let you know if you're consistently over your plan's limit and recommend the right tier. We won't surprise you with overage charges — we'll have a conversation first.
Yes. You can upgrade or downgrade anytime. Changes take effect on your next billing cycle.
We understand business has slow seasons. Just give us 30 days notice and we can pause your plan. Your rate stays locked when you come back.
If you don't have accounting software set up yet, we'll help you choose the right platform during onboarding. We'll walk you through your options and get everything configured for you.
Every plan includes full-service bookkeeping, bank reconciliation, monthly financial statements, accounting software management, and access to your client portal. You get a direct line to your bookkeeper — not a call center.
Most questions are answered the same business day, often within a few hours. For urgent matters, call or text us directly.
Send us access to your accounting software and bank statements. We'll review where you stand, clean everything up, and deliver organized books — usually within 2–3 weeks depending on how far behind you are.
Yes. We'll send your CPA clean, organized financials and answer any questions they have. Many CPAs love working with us because it saves them time.