Our pricing is simple. We charge you a monthly subscription fee. If that doesn’t work for you, choose our hourly rate. Once you’ve made your choice, we’ll send over an agreement and get started.

For startup businesses that are just need basic, but always accurate bookkeeping.
  • Record transactions
  • Reconcile accounts
  • Enter adjustments
  • Timely close month
  • Accurate Financial statements
  • Quickbooks Online subscription
For businesses that need more than a bookkeeper, we’ve got you covered.Everything in Startup, plus
  • Pay bills
  • Prepare invoices
  • Payroll and taxes
  • Sales and use tax
For larger businesses that need insights and some help staying on top of financial goals.Everything in Small Business, plus
  • Financial roadmap
  • Provide insights
  • Reporting irregularities
  • Annual budget
  • Forecasting
  • Cash flow reporting
  • Software consulting
  • Tax planning
  • Financial analysis
  • Vendor price negotiations


  • All plans come with an account manager who is your single point of contact.
  • All plans give you access to Teamwork Projects for ongoing collaboration and management.
  • You have the option to pick your plan and pay monthly with a credit card or ACH.
  • Upgrade, downgrade, or cancel any time.
  • We can customize a plan if none of these work for you.

Frequently asked questions?

How will I be invoiced or charged?

We’ll bill your credit card and send you a receipt, only after you’ve signed your agreement, and we’ve done the work. Recurring transaction or hourly charges occurring each month will be charged to the credit card we have on file. You will receive an invoice and receipt.

Which methods of payment do you accept?

We take our payments through credit card or ACH. You can quickly and easily pay using Visa, MasterCard, or American Express. If your organization does not allow credit card payments, please contact us at to arrange an ACH payment method. We can issue you with an invoice and accept payment via bank transfer.

Do you offer discounts to accountants and CPA firms?

Yes, we deal with each case individually depending on the type of organization. Please contact outlining the type of organization you are and we would be happy to help you.

What if I just paid and decide to upgrade to a higher plan?

No problem. Simply let your account manager know that you wish to upgrade your account. Your new pricing plan will not deduct payment from your account until the next month’s billing cycle.

My accounting records have not been entered into a software or contain errors. Can you fix that?

Of course we can. We will charge you per hour for catch up bookkeeping work. It’s your choice. Our team would be happy to provide a custom quote for that work.

Can I cancel, upgrade, or downgrade later?

Of course, that is not problem. Profit First is a monthly service and you can cancel, upgrade, or downgrade any time.

My transactions have to be entered manually, can you do that?

Yes, but you have to choose the hourly rate option.