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Simple monthly plans built for every stage of growth

 Pick the level of insight you need—upgrade anytime.

Packages

Essentials

Growth (Most Popular)

Growth (Most Popular)

$300 - $400 / Month 


 Built for solo owners, one corporation, or a single rental who just want clean books and no stress at tax time 


What's Included:

 

  • Up to two bank or credit accounts fully reconciled every month
  • Categorization ready for Schedule C or E so tax season is plug and play
  • Basic tax‑efficiency review highlighting easy deductions
  • Secure document portal with unlimited uploads
  • Email replies within one business day
  • Risk‑free first month: no clarity, no invoice

Start Now

Growth (Most Popular)

Growth (Most Popular)

Growth (Most Popular)

$500 - $800 / Month


 Most LLCs, S Corps, or up to two rentals choose this plan for deeper insight and coaching 


What's Included:

  

  • Everything in Essentials
  • Up to four bank or credit accounts and two payment platforms
  • Custom chart of accounts tailored to your industry
  • Weekly cash and KPI snapshot delivered by email
  • Quarterly performance call to spot leaks and set growth targets
  • Same‑day replies within four business hours
  • Support for simple multi‑member LLCs or up to two rental properties

Start Now

Executive Clarity

Growth (Most Popular)

Executive Clarity

$1000 - $1500 / Month


 Ideal for multi‑entity investors or firms that need CFO‑level guidance every month 


What's Included:

  

  • Everything in Growth
  • Up to eight accounts and three separate entities or properties tracked
  • Monthly 90‑minute CFO call with rolling 12‑month forecast
  • Cash‑flow modeling, budget vs actuals, and proactive tax positioning
  • Priority email or text replies within two business hours
  • Audit‑ready year‑end package sent straight to your CPA

Start Now

Expanded Explanation Section

Essentials

This plan keeps the books clean for a single owner, corporation, or lone rental property. We reconcile your accounts each month, categorize every transaction, and deliver tax‑ready numbers within ten days. It is the simplest way to stay compliant and sleep easy at year‑end. 

Growth

Most LLCs, S Corps, or owners with up to two rentals choose this plan for deeper insight. You receive weekly cash and KPI snapshots plus a quarterly strategy call to spot leaks and set growth targets. The extra coaching helps you keep more profit without hiring a full finance team. 

Executive Clarity

Built for multi‑entity investors and fast‑growing firms that need a part‑time CFO. Each month we review a rolling forecast, model cash flow, and plan proactive tax moves so you always know your runway. Priority response times and an audit‑ready year‑end package give you board‑level confidence. 

Frequently Asked Questions

Please reach us at mtobookkeeping@gmail.com if you cannot find an answer to your question.

Yes. You can upgrade or downgrade at any time and the new price starts on your next monthly bill. 

Absolutely. We perform a quick audit, quote a one‑time cleanup fee, and bring everything current before the first month‑end close. 

We store documents in private Google Drive folders with two‑factor authentication and invite‑only access. Each client gets a dedicated folder and only your team and ours can view the files. 

Yes. After you join as a bookkeeping client, simply share last year’s return or tell us which forms you expect (1040, 1120‑S, 1065, etc.). We will review the details, give you an estimated fee, and file your return through our partner firm MTO Tax. 

Still not sure which plan is best for you?

  Schedule a free 15‑minute call and we’ll map it out for you. 

Book Free Consultation

Remember your first month is completely risk free. If you do not gain total clarity, you pay nothing

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