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Lightweight & Lean
Suggested Budget: $200 -$500 per month
You're running a simple, solo operation. With low complexity and minimal transactions, basic bookkeeping and tax filing should do. But don't skip professional oversight - you could be leaving money on the table.
Growth Mode
Suggested Budget: $750 -$1,500 per month
You've got momentum, and accounting needs to keep up. Whether it's payroll, multi-partner ownership, or just increasing volume, now's the time to invest in systems and smarter strategy.
Operationally Complex
Suggested Budget: $1,500 -$3,000 per month
At this level, your accounting needs are deep. You're tracking cash flow, jobs, inventory, or entities. A full-service solution saves you time, taxes, and tons of stress.
High Stakes, High Impact
Suggested Budget: $3,000+ per month
You're running a serious operation, and your books are mission critical. It's time for a CFO-level approach, with forecasting, financial modeling, and proactive tax planning.
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