Simple, Transparent Pricing
Professional accounting services tailored to your business size and needs. No hidden fees, no surprises.
Choose Your Plan
Select the plan that matches your business needs. All plans include dedicated support and bank-level security.
Starter
Perfect for small businesses and startups
- Up to 100 monthly transactions
- Monthly bank reconciliation (1 account)
- Basic financial reports (P&L, Balance Sheet)
- QuickBooks Online or Xero integration
- Monthly bookkeeping close
- Email support (2 business day response)
- Annual financial summary for tax prep
Best for: Solo entrepreneurs, freelancers, micro-businesses
Growth
Ideal for growing businesses
- Up to 300 monthly transactions
- Bank & credit card reconciliation (up to 3 accounts)
- Advanced financial reports & custom dashboards
- Accounts payable & receivable management
- QuickBooks Online or Xero integration
- Dedicated bookkeeper assigned to your account
- Priority email & chat support (1 business day)
- Quarterly business review calls
- Annual financial package for tax preparation
Best for: Small to mid-sized businesses with regular transactions
Professional
Comprehensive accounting for established businesses
- Up to 500 monthly transactions
- Multi-entity & multi-account reconciliation (unlimited)
- Executive financial reporting & KPI tracking
- Full accounts payable & receivable management
- Dedicated senior bookkeeper + account manager
- Priority support (same-day response)
- Monthly strategy calls with financial insights
- Cash flow forecasting & budget tracking
- Year-end financial package & tax prep support
Best for: Established businesses, multi-location operations
Enterprise
Fully customized accounting solutions
- Unlimited transactions
- Multi-entity consolidation & complex reconciliation
- Custom reporting, analytics & business intelligence
- Dedicated accounting team (bookkeeper, controller, advisor)
- CFO-level strategic advisory
- 24/7 priority support with dedicated Slack channel
- Weekly strategic advisory calls
- Advanced forecasting, budgeting & scenario planning
- Audit preparation & compliance support
Best for: Large enterprises, franchises, PE portfolio companies
## Choose Your Plan Select the plan that matches your business needs. All plans include dedicated support and bank-level security. 💰 **Save 10%** when you prepay annually · All plans are month-to-month with no long-term contracts
Add-On Services
Enhance any plan with these additional services
Tax Preparation
Custom Pricing
- Business tax return preparation
- Multi-state tax filing
- Tax planning & strategy
- Quarterly estimated tax calculations
- IRS correspondence support
Payroll Processing
Custom Pricing
- Unlimited payroll runs
- Tax filing & payments
- W-2 & 1099 preparation
- Employee self-service portal
- Time tracking integration
CFO Advisory
Custom Pricing
- Strategic financial planning
- Board presentation preparation
- Fundraising & investor relations
- Financial modeling & projections
- M&A due diligence support
Catch-Up Bookkeeping
Custom Pricing
- Historical transaction cleanup
- Account reconciliation & error correction
- Books ready for tax filing
- Detailed variance & discrepancy report
- 3-12 months backlog supported
Pricing FAQ
Common questions about our pricing and plans
How many transactions are included?
Transactions include bank deposits, withdrawals, credit card charges, bill payments, invoices, and journal entries. Most businesses fall well within their plan limits.
What if I exceed my transaction limit?
Additional transactions are billed at $0.50 per transaction. We'll notify you before any overages occur.
Can I switch plans?
Yes! You can upgrade or downgrade at any time. Changes take effect at the start of your next billing cycle.
Is there a contract or commitment?
Our plans are month-to-month with no long-term contracts. Cancel anytime with 30 days' notice.
What accounting software do you support?
We primarily work with QuickBooks Online and Xero. We can also support other platforms like FreshBooks, Wave, or Sage on the Professional and Enterprise plans.
Do you offer discounts for annual prepayment?
Yes! Save 10% when you prepay for 12 months. Contact us for details.
Bank-Level Security & Compliance
Your financial data is protected with enterprise-grade security
256-bit SSL Encryption
All data in transit is encrypted
SOC 2 Type II Certified
Industry-leading compliance
Multi-Factor Authentication
Required for all accounts
Role-Based Access
Limit data exposure by role
Regular Security Audits
Continuous monitoring & testing
GDPR & CCPA Compliant
Privacy-first data handling
Ready to Get Started?
Schedule a free 30-minute consultation to discuss your needs and get a custom quote.
Phone: +1 (610) 998-5198
Email: info@smartbooksai.com
✓ No credit card required · ✓ Free consultation · ✓ Custom quote in 24 hours