Compare plans
See What Each Bookkeeping Plan Includes
Use this side-by-side view to compare Core, Edge, and Elite before scheduling a consultation.
FeatureCoreEdgeElite
Monthly transaction categorization✓✓✓
Bank and credit card reconciliationsUp to 2 bank accounts + 1 credit cardUp to 4 bank/credit accountsExpanded account scope confirmed during consultation
Vendor bill and expense review/posting✓✓✓
Certified financial statement package✓✓✓
FINsight Analytics access✓✓✓
Monthly QA review process✓✓✓
Consultation/support time1 hr2.5 hrs5 hrs
AP vendor management and approval workflow✓✓
AR tracking, invoicing, and payment posting✓✓
Payroll processing support✓✓
Quarterly budget-to-actual variance analysis✓✓
Priority support✓✓
Dedicated senior bookkeeper oversight✓
Quarterly Business Reviews (QBRs)✓
CPA coordination and journal adjustments✓
1099 preparation and filing✓
CLG-guided industry-specific KPIs✓
Pricing starts at$250/month$699/month$1,699/month
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