Starter
Essential
Freelancers & solo owners under $100K revenue
$300–$350
per month
- Monthly bank & card reconciliation
- Expense categorization with bank rules
- Monthly financial statements
Pricing
Transparent pricing.
No contracts. No surprises.
Most small businesses lose thousands each year from messy books. Clean bookkeeping costs less than one bad decision — and here's exactly what it costs.
Growth
Professional
Growing businesses with multiple accounts
$400–$500
per month
- Everything in Essential
- Light AR & AP tracking
- Quarterly performance summary
- Priority support & faster turnaround
Premium
Advanced
Established businesses needing deeper insight
$550–$750
per month
- Everything in Professional
- Custom reports & KPI dashboards
- Payroll & loan tracking
- Monthly Loom video walkthrough
- CPA-ready books at tax time
CFO / Controller
Strategic Partner
Growing businesses ready for a financial partner, not just a bookkeeper
$1,000+
per month · custom quoted
- Full AP & AR management
- Balance sheet oversight
- 13-week & annual cash flow forecasting
- Annual budgeting & variance analysis
- Loan tracking & debt schedules
- Weekly cash flow monitoring
- Custom KPI dashboards
- Monthly financial review call
Quarterly bookkeeping at 75% of monthly rate · Cancel anytime · First month satisfaction guarantee or you don't pay
Every engagement starts with a free 15-minute call so we can size the right fit — no obligation.
Pricing questions
Before you pick a tier
The questions we hear most often when someone's deciding whether to move forward.
Grant is a CPA Candidate in Tennessee — currently sitting for the exam. Summit focuses on bookkeeping, not tax filing. We keep your books CPA-ready so your tax preparer has everything they need at year-end, which typically saves you money on their time.
Simple: if you're not completely satisfied with the quality of work in your first month, you don't pay. No negotiation, no questions asked. We're confident in our work — and we want you to be too before committing to anything ongoing.
Yes. No contracts, ever. Give us 30 days notice and we'll wrap up your books cleanly and hand everything over. We keep clients by doing great work — not by trapping them.
Still not sure which tier fits? Just call — we'll tell you honestly.
(931) 409-4655