Bookkeeping Packages

These are our core packages for Pennsylvania businesses. We can tailor any plan or build a custom package so you only pay for what you need.

Essentials

Essentials Package

From $195/mo

Ideal for solo founders and small Pennsylvania businesses that want clean, reliable books and simple monthly insights.

  • Chart of accounts setup and maintenance for accurate reporting
  • Transaction categorization so every income and expense is recorded correctly
  • Bank and credit card reconciliations for checking, savings, and card accounts
  • Payroll recording. We post payroll summaries so wages and employer payroll taxes appear correctly in your reports. Payroll runs and filings stay with your CPA or payroll provider
  • Monthly financial statements. Profit and Loss and Balance Sheet delivered by email
  • Digital receipt capture setup. Tools for uploading receipts by email or mobile app
Up to 100 transactions included per month • $1 per transaction after
Most Popular

Grow Package

From $395/mo

Ideal for active Pennsylvania businesses that need stronger cash flow visibility, vendor and customer tracking, and regular financial insight.

  • Everything in Essentials
  • Accounts Payable and Accounts Receivable tracking. Bills, invoices, and aging review
  • Receipt matching and filing. Attach receipts to expenses and bills for clean, audit-ready records
  • Monthly review by call or email to walk through your numbers and answer questions
  • Expense tracking beyond categorization. Recurring bills, subscriptions, vendor spend, and class or department tagging
  • Accruals and deferrals. Record prepaid costs and outstanding income for accurate monthly results
  • Fixed asset register. Maintain asset list and depreciation schedules
  • KPI highlights. Revenue trends, gross margin, and spend by category
Up to 250 transactions included per month • $1 per transaction after
Full Support

Thrive Package

From $795/mo

Ideal for established Pennsylvania businesses seeking a flexible alternative to hiring in-house, with full bookkeeping support, proactive AP and AR management, and clear monthly insights.

  • Everything in Grow
  • Invoicing and AR support. Create and send invoices, chase overdue payments, maintain aging schedules
  • AP support. Track vendor bills, prepare payment lists, and keep you aware of upcoming due dates. You authorize and pay
  • Inbox handling. Manage finance emails, supplier queries, and receipt uploads directly into the books
  • Receipt matching and filing. Match uploaded receipts to expenses and bills for audit-ready records
  • Supplier and customer reconciliations. Monthly reconciliation to statements, including requesting statements on your behalf
  • Management accounts with commentary. Detailed financials, trend explanations, and industry comparisons
  • Expanded KPI reporting. Gross margin analysis, revenue trends, top vendors and customers, and class or location tracking
  • Payroll coordination. While we don’t run payroll or file taxes, we can help calculate wages and salaries, prepare payroll summaries, and send them to your CPA or payroll providers
Up to 600 transactions included per month • $1 per transaction after
One Time

Bookkeeping Software Setup & Training

From $349 one time

We configure your cloud bookkeeping system for clean reporting from day one and train your team to use it with confidence.

  • Chart of accounts tailored to your industry
  • Bank and card feeds, rules, receipt capture, and key app connections
  • Opening balances and cleanup with scope-based pricing
  • Optional training session. 2 hours of hands-on walkthrough for you or your staff
Optional training session 2 hours priced at $180
Need a custom fit? These are our core packages, but every business is unique. We’ll recommend the right plan or tailor a package so you get value from the services you actually need.
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