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Every plan is QBO-based and remote. Here's exactly what's included at each level, feature by feature, so you can see where the line is between Essentials, Growth, and Advisory.

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Growth

$500+/mo

Everything in Essentials, plus job costing and receipt management.

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Full feature breakdown

Grouped by category. Tap a category to expand it.

Bookkeeping Fundamentals
Feature Essentials Growth Advisory
Bank & credit card reconciliation Included Included Included
Transaction classification Included Included Included
Monthly financial statements (P&L, balance sheet) Included Included Included
QBO chart of accounts setup & cleanup Included Included Included
Read-only bank connections Included Included Included
Job Costing & Receipts
Feature Essentials Growth Advisory
Job costing setup & tracking Not included Included Included
Receipt management Not included Included Included
Job profitability reporting Not included Included Included
Vendor & subcontractor tracking Not included Included Included
Advisory & Forecasting
Feature Essentials Growth Advisory
Monthly advisory call Not included Not included Included
Cash flow forecasting Not included Not included Included
KPI & trend reporting Not included Not included Included
Budget vs. actual reviews Not included Not included Included
Support & Response Time
Feature Essentials Growth Advisory
Email access to Brett Direct Priority Fastest

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Book a free 30-minute consult and we’ll figure out which plan fits where your books stand today.

Book a Free Consult brett@bookkeepinglegacy.com