H&A
Our Services

Financial Services Built Around Your Stage of Growth

Three connected tiers that scale with you — from clean books to boardroom-ready strategy.

Starter

$299/month

Best for straightforward small businesses with clean, lower-volume activity.

  • 1 business entity
  • Up to 2 bank or credit-card accounts
  • Up to 150 transactions per month
  • Monthly bookkeeping
  • Bank and credit-card reconciliations
  • Standard transaction categorization
  • Monthly Profit & Loss statement
  • Monthly Balance Sheet
  • Human review before month-end close
  • Email support for normal bookkeeping questions
Get Started

Growth

$499/month

Best for growing businesses with more accounts and monthly activity.

  • 1 business entity
  • Up to 4 bank or credit-card accounts
  • Up to 400 transactions per month
  • Everything included in Starter
  • More involved monthly reconciliations
  • Management-ready monthly Profit & Loss and Balance Sheet
  • Basic month-over-month financial review
  • Human review of exceptions and unusual activity
  • Priority email support
  • One 20-minute monthly bookkeeping review
Get Started

Complex

From $799/month

Best for businesses with higher transaction volume or more involved bookkeeping.

  • 1 business entity
  • Up to 6 bank or credit-card accounts
  • Up to 750 transactions per month
  • Everything included in Growth
  • Higher-volume and more involved reconciliations
  • Additional exception handling and manual review
  • Support for more complex payment-processor activity
  • Monthly bookkeeping review
  • More frequent bookkeeping support

Pricing may increase when account volume, transaction volume, or bookkeeping complexity exceeds the base scope.

Get Started

One-time support

Need Catch-Up or Cleanup?

If your books are behind or need cleanup, we'll review the situation and provide a one-time quote before beginning monthly bookkeeping. Once your books are current, you can move into the appropriate monthly plan.

Request a Bookkeeping Review

Monthly plans are designed for recurring bookkeeping. Payroll processing, bill pay/accounts payable, invoicing/accounts receivable, inventory accounting, sales-tax filings, tax preparation, CFO/advisory services, major cleanup work, and highly customized reporting are not included unless separately agreed.

Your Financial Partner Is Ready When You Are

Every engagement begins with a free, no-obligation financial diagnostic. We review your situation, identify gaps, and show you exactly how we help.

Book a Free Bookkeeping Review