For freelancers and simple service-based businesses
Starting at $300/month

Monthly reconciliation of up to 3 bank or credit card accounts

Categorization of income and expenses

Monthly financial reports

Quarterly check-in call for personalized support

Email support

A reliable foundation to keep your books organized without the overwhelm.

For growing businesses and established self-employed owners
Starting at $450/month

Reconciliation of up to 5 accounts

Categorization of income, expenses, and 1099 income

Monthly financial reports

Loom-style video summary for a visual, neurodivergent-friendly walkthrough

Monthly 30-minute check-in call

Email support

Ideal for business owners who want consistent insight, guidance, and space to grow.

For complex, high-volume, or multi-stream businesses
Custom pricing based on needs
⚠️ Coming soon – inquire for early access

Reconciliation of 6+ accounts or multiple revenue streams

Support for payroll, sales tax, and third-party app integration

Categorization for 1099s, ecommerce platforms (Amazon, Shopify), and business assets

Monthly financial reports and optional KPI tracking

Strategic support and ongoing financial insight

Priority email support

For operations that need a higher level of support, clarity, and confidence.

Payroll Processing through QuickBooks (available for any package)

Lumen Cleanup (price varies, consultation required)