One price a month. Software and a CPA included.
Pick how much of the bookkeeping you want to do. The price is the same every month, not a 3-month promo.
Self-Service
You do the bookkeeping. Your CPA keeps it right.
For owners or in-house bookkeepers who like doing their own books.
- You do
- Upload your bank statements and categorize your transactions.
- Your CPA does
- Sets up your books, posts your categorized work, and approves any new accounts you ask for. No monthly review on this plan.
- 1 business
- 2 bank accounts (more at $5 a month each)
- Unlimited users
- Setup included [needs Dean: free or $99]
Assisted
You do the routine. Your CPA handles the rest.
For owners who will categorize the everyday lines but want a pro on the month.
- You do
- Upload your bank statements and categorize the routine transactions.
- Your CPA does
- Everything in Self-Service, plus works through the questions you can't answer, reviews your books every month, and sends a short month-end summary.
- 30-minute check-in call every quarter
- Up to 5 bank accounts
- Unlimited users
- Setup included [needs Dean: free or $99]
Full-Service
A CPA does your books.
For businesses with up to $15,000 in average monthly expenses.
- You do
- Answer a few questions and read your reports.
- Your CPA does
- Everything in Assisted, plus brings in your statements, categorizes every transaction, closes the month, and sends your statements each month. Set up right from day one, so you never pay for a cleanup. At year end, your CPA prepares your business tax return from the same books (priced separately).
- 30-minute call every month
- Unlimited users
- $450 one-time setup and catch-up (covers up to 3 months behind)
- 3-month minimum
- [needs Dean: bank accounts on this plan]
Full-Service is for businesses with up to $15,000 in average monthly expenses. One-time setup and catch-up is $450.
Full-Service Plus
A CPA does your books, for a bigger operation.
For businesses with $15,000 to $50,000 in average monthly expenses.
- You do
- Answer a few questions and read your reports.
- Your CPA does
- Everything in Full-Service, sized for more accounts and more transactions.
- 30-minute call every month
- Unlimited users
- $450 one-time setup and catch-up (covers up to 3 months behind)
- 3-month minimum
- [needs Dean: bank accounts on this plan]
Full-Service is for businesses with up to $15,000 in average monthly expenses. One-time setup and catch-up is $450.
Have more than one business? Each additional business is its own plan, 25% off. Unlimited users per company, on every plan. How it works for several businesses
More than one business?
Each additional business is its own plan at 25% off that plan's price. Unlimited users per company, on every plan.
- Each business is its own company in the portal, with its own books, bank accounts, people and rules. You sign in once and switch between them in one click, and the same CPA looks after all of them.
- The business you start with pays its plan's full price. Every business you add after that pays its own plan's price, less 25%. Each business can be on a different plan.
- You see every company's figures on one screen, and your CPA can consolidate them into one balance sheet and profit and loss for the group, with the money moving between your businesses taken out. Your CPA sets up the consolidation for your group of businesses once, then runs it at month end. The consolidated figures are as of that last run, and they are prepared for your own use, with no assurance given. Ask us how it works for your businesses.
Setup and catch-up, $450, one time.
On Full-Service and Full-Service Plus, the $450 covers setting up your books and catching up to 3 months of bookkeeping that's behind. More than 3 months behind, we quote the catch-up by the month before we start. Spending more than $50,000 a month? We'll quote the plan too.
Moving from QuickBooks is quick and easy, and it is our job. We do it for you, so you do not have to.
Full-Service size is based on your average monthly expenses over the last 3 months, checked every quarter. If your business grows into the next band, we'll tell you before the price changes.
Every plan includes
- Your books set up by your CPA
- Bank statement upload (CSV or OFX), with suggestions based on how you categorized before
- Bank rules for the charges that repeat
- Live profit and loss, balance sheet and cash flow
- Classic statement layouts, comparison columns and your own report layouts
- Export to Excel, and print on your letterhead
- Messages with your CPA, tied to the transaction
- A shared documents folder
- AI Ninja, for questions about your own numbers
- A phone view, nothing to download
- Your books kept separate from every other client
- Unlimited users per company
So nobody's surprised
These aren't part of any plan today: payroll, sales tax filing, paying your bills, or sending your invoices for you.
Your business return is prepared and filed by your CPA from the books we keep, so there is nothing to re-explain at tax time. Priced separately from the monthly plan. Libra Financial's Michigan CPA firm license is in process.
Compared at regular price
List prices checked [needs Dean: date, re-check before publishing]. Both QuickBooks and Xero advertise discounts for the first 3 months. We compare against what you pay after that.
| If you'd otherwise buy | Their list price | Libra Financial | The difference |
|---|---|---|---|
| QuickBooks Simple Start or Xero Early | $38 / $27 a month | Self-Service, $25 | Lower, and a CPA sets up your books and checks your work |
| QuickBooks Essentials or Xero Growing | $85 / $59 a month | Assisted, $49 | Lower, and a CPA reviews your books every month |
| QuickBooks Plus or Xero Established | $140 / $97 a month | Assisted, $49 | Lower, and a CPA reviews your books every month |
Sources: quickbooks.intuit.com/pricing and xero.com/us/pricing-plans.
Pricing questions
Is there a contract?
Self-Service and Assisted are month to month. Full-Service and Full-Service Plus have a 3-month minimum, because the first months include catch-up work.
[needs Dean: confirm month to month]
Can I change plans?
Yes, up or down.
[needs Dean: when the change takes effect]
How do I pay?
By card or bank transfer, billed monthly.
[needs Dean: card, bank transfer, or both, once the billing setup is final]
What does the $450 setup cover?
Setting up your books and catching up to 3 months of bookkeeping that's behind. More than 3 months behind, we quote the catch-up by the month before we start.
Can you bring my books over from QuickBooks?
Yes. Moving from QuickBooks is quick and easy, and it is our job. We do it for you, so you do not have to. Your CPA sets your books up here right, so nothing wrong from the old file comes along.
[needs Dean: opening balances only, or full history]
Not sure which plan fits?
Tell us about your business and we'll recommend one. Or talk it through in 15 minutes.