Pricing that grows with your business
No hidden fees, no per-line-item guessing games.
Pick the level of support your business needs today — and move up when you're ready.
Bronze
Core Bookkeeping
For businesses that need clean, realiable books - nothing more, nothing less
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Monthly bookkeeping reporting delivered within 10 business days: P&L, Balance Sheet, Statement of Cash Flows
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1099 filing + Vendor W9 management
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Basic financial analysis to flag trends and cost-saving opportunities
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All using Quickbooks Online
Silver
Managed Bookkeeping
Most Popular
For businesses that require more tax tracking that keep cash moving.
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Everything in Bronze, plus:
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Accounts Receivable Management
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Accounts Payable Management
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Sales Tax Tracking and filing prep
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Expanded financial analysis (Industry benchmarking, revenue stream comparisons)
Gold
CFO Advisory
For business planning to scale enter new markets, or explore mergers & acquisitions
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Everything in Silver, plus:
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Payroll management - FT/PT employees, contractors (US & International), W2s, time tracking
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Monthly strategic advisory calls
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Budgeting, Cash Flow Management & Forecasting & Profitability Analysis
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Tax planning & strategy, coordinated with your CPA
Add-On Services
(available at any tier)
Books Clean-Up —
for businesses that are behind and need to catch up Get up to 6+ months (or more) of books cleaned and reconciled in
as little as 20 days. Just grant access to your accounting platform and send over your statements — we'll handle the rest.
Stand-Alone Payroll —
for Bronze and Silver clients not ready for the full Gold package already using ADP or Gusto?
We'll work within your existing system — no need to switch.
Trust Your Books has already helped a 2-person startup go from inception to $5million/year, as well as another go from $100k/year to $1m/year. Why not make your company the next millionaire!
FAQ
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Which plan is right for my business? If you just need clean, accurate books each month, Bronze covers you.
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If cash is coming in and out through invoices and bills you'd rather not chase yourself, Silver adds that layer.
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If you're trying to make bigger decisions — hiring, pricing, expansion — Gold gives you a strategic partner, not just a bookkeeper.
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Can I upgrade later? Yes. Most clients start at Bronze or Silver and move up to Gold once they're ready for deeper strategic support.
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Do I need a CPA too? Trust Your Books is not a CPA firm and doesn't provide CPA services, but we work directly with your CPA when needed — especially in tax planning conversations at the Gold tier.
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What if my books are behind already? Start with a Clean-Up before moving into your ongoing plan — this ensures your monthly bookkeeping starts on solid footing.
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Prices reflect standard scope. Businesses with high transaction volume, multiple entities, or complex reporting needs may receive a custom quote after a free consultation.
