Pricing
Simple, Transparent Pricing
Pricing is based on transaction volume — so you only pay for what you need.
Monthly
0–10
$225
11–25
$275
26–50
$350
51–75
$425
76–100
$500
- No long-term contracts
- No surprise fees
- Cancel anytime
- All Prices include QuickBooks Subscription
OPTIONAL ADD-ON
Budget Planning & Forecasting (Optional)
Want to understand your money beyond the basics?
Includes:
- Annual budget planning
- Cash flow guidance
- Trend analysis
- Multi-year forecasting
Pricing:
$350 one-time or $35/month
Perfect for agents who want to plan smarter, not just react.