Transparent Pricing. Tailored to You.

At The Accounting Doctor, we believe in upfront pricing and customizable service. Whether you're just starting out or scaling fast, our plans are designed to meet you where you are—and take you where you want to go.


Each plan includes access to our expert team and proactive financial guidance that goes beyond basic bookkeeping.

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Which Plan Is Right for You?

Let’s talk it through—no pressure, just insight.

We’ll learn about your business, your challenges, and your goals, then recommend the right plan for your needs and budget.

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💬 One conversation. Clear next steps. Confidence in your numbers.

Basic Plan

Foundational Financial Support

Ideal for: Startups, solo entrepreneurs, and new business owners

Starting at: $300/month

Why It Matters:

Every successful business starts with a strong foundation. The Basic Plan is designed to help you stay compliant, organized, and stress-free from day one. We’ll handle your reconciliations, transactions, and reporting—so you can focus on growing your business.

Key Features Include:

  • Dedicated bookkeeper
  • Reconciliation of up to 2 bank/credit card accounts
  • Categorization of up to 100 monthly transactions
  • Monthly financial statements
  • Quarterly Zoom reviews
  • Basic expense & receipt management

Perfect for you if:

You’re looking to keep your books in order and avoid surprises come tax season—without overcommitting.

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Standard Plan

Scalable Support With Strategic Insight

Ideal for: Growing businesses with increasing complexity

Starting at: $625/month

Why It Matters:

As your revenue increases, so does your need for visibility and control. The Standard Plan builds on the essentials by offering more accounts, deeper transaction tracking, and proactive collaboration. This plan gives you the tools to make smarter decisions—and catch problems before they grow.

Key Features Include:

  • Everything in the Basic Plan, plus:
  • Reconciliation of 3 bank/credit card accounts
  • Up to 200 transactions/month
  • 1 business loan account reconciliation
  • Open A/R and A/P review to eliminate duplicates
  • Categorized expense uploads and monthly follow-ups
  • Sales tax compliance (optional add-on)
  • 1099 processing for up to 5 contractors
  • Quarterly strategy reviews via Zoom

Perfect for you if:

You’re ready to stop guessing and start using accurate, organized financials to understand where you’ve been—and make smarter decisions based on what’s real.

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Premium Plan

Full-Service, High-Touch Financial Management

Ideal for: High-volume businesses, complex entities, or businesses seeking hands-on financial partnership

Starting at: $1,000/month

Why It Matters:

When your operation reaches a certain size or complexity, your financials can’t just be “clean”—they need to be strategic. The Premium Plan offers full-service support with CFO-level insight. We actively partner with you to optimize cash flow, forecast trends, and ensure every financial decision supports your long-term goals.

Key Features Include:

  • Everything in the Standard Plan, plus:
  • Reconciliation of up to 5 accounts + 3 loan accounts
  • Up to 350 transactions/month
  • Full-service expense and receipt uploads with real-time support
  • Monthly financial strategy reviews via Zoom
  • Proactive error detection (duplicates, mismatches)
  • Home office & vehicle expense tracking
  • Full-service 1099 processing (up to 20 contractors)
  • Historical bookkeeping catch-up included (up to 2 years)
  • Sales tax compliance & filing included

Perfect for you if:

You want your financials to drive strategy, reduce tax burden, and serve as the backbone of your business decisions.

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