Pricing
Flat. Monthly.
No surprises.
Plans are determined based on needs and complexity. Every plan includes a dedicated team and BooXVault.
Essentials
For lean operations getting current
Starting at
$295 /month
- ✓ One checking bank account and one business credit card account
- ✓ Standard Financial Reports (including Balance Sheet and Profit & Loss) plus payroll reconciliation
- ✓ Monthly bank/credit card transactions recording and expense allocations
- ✓ Monthly bank reconciliation of all bank and credit card accounts on file
- ✓ Full setup of accounting software and Chart of Accounts (software monthly subscription is not included)
- ✓ Full integration with the billing system, online banking, and payroll (when applicable)
Growth
For businesses that run on their numbers
Starting at
$395 /month
- ✓ Everything in Essentials
- ✓ Up to 2 checking bank accounts and up to 2 business credit card accounts
- ✓ Customized Reports (including Cash Flow and Trial Balance)
- ✓ Unlimited communication and integration with your CPA or tax advisor
- ✓ Monthly client calls
Scale
Multi-location, franchise & white label
Custom
- ✓ High Volume, Complex Bookkeeping
- ✓ Your Chart of Accounts
- ✓ Per-unit + consolidated books
- ✓ Royalty & franchisor reporting
Behind on your books? Catch-up is scoped separately, with an estimate in writing before any work begins. Every plan is month-to-month.
What's in each plan
| Feature | Essentials | Growth | Scale |
|---|---|---|---|
| Checking bank accounts | 1 | Up to 2 | Custom |
| Business credit card accounts | 1 | Up to 2 | Custom |
| Standard Financial Reports (Balance Sheet & P&L) | ✓ | ✓ | ✓ |
| Payroll reconciliation | ✓ | ✓ | ✓ |
| Monthly transaction recording & expense allocations | ✓ | ✓ | ✓ |
| Monthly bank & credit card reconciliation | ✓ | ✓ | ✓ |
| Accounting software & Chart of Accounts setup | ✓ | ✓ | ✓ |
| Billing, banking & payroll integration | ✓ | ✓ | ✓ |
| Dedicated bookkeeper + reviewer | ✓ | ✓ | ✓ |
| BooXVault portal | ✓ | ✓ | ✓ |
| On-time delivery | ✓ | ✓ | ✓ |
| Customized Reports (Cash Flow & Trial Balance) | — | ✓ | ✓ |
| CPA / tax advisor communication & integration | — | ✓ | ✓ |
| Monthly client calls | — | ✓ | ✓ |
| Multi-location consolidation | — | — | ✓ |
| Royalty & franchisor reporting | — | — | ✓ |
Pricing questions
By your needs and complexity: how many bank and credit card accounts you run, your transaction activity, integrations, and the reporting you need. You get an exact flat monthly quote after a free consultation, so the plan fits before you commit.
Setup and catch-up are scoped separately from your monthly plan, based on how many months need rebuilding and the condition of the books. You get an estimate in writing before any work begins.
Per-location plans with multi-unit rates from your third unit, consolidation included. Franchisor network programs unlock preferred pricing for entire brands.
Anytime, at the month boundary. Everything is month-to-month, and if you leave, your books and data go with you, organized and current.
Get your exact number.
One call. We look at your needs, quote a flat price, and hold it.