R&J Solutions – Monthly Bookkeeping Packages

Starter Plan – Simple & Organized

$150/month

Perfect for small businesses just getting started or with low transaction volume.

Includes:

• Up to 75 transactions per month

• Up to 2 accounts (bank/credit card)

• Monthly bank & credit card reconciliation

• Basic expense & income categorization

• Monthly financial snapshot (P&L)

Best for: Solo business owners, freelancers, or low activity businesses

Growth Plan – Consistent & Scalable

$250/month

Designed for growing businesses that need accurate, consistent bookkeeping.

Includes:

• Up to 150 transactions per month

• Up to 4 accounts

• Monthly reconciliation of all accounts

• Categorization & cleanup of transactions

• Monthly financial reports (P&L + Balance Sheet)

• Email support

Best for: Service-based businesses & growing companies

Premium Plan – Full Financial Support

$400/month

For established businesses that need detailed, hands-on bookkeeping support.

Includes:

• Up to 600 transactions per month

• Up to 6 accounts

• Full monthly reconciliation

• Advanced categorization & review

• Monthly financial reports (P&L, Balance Sheet, Cash Flow)

• Ongoing support & priority communication

• Basic A/R & A/P tracking

Best for: High-volume or multi-account businesses

⚠️ Important Note

If you do not see a plan that exactly matches your business:

👉 Please select the plan closest to your transaction volume and number of accounts.

We carry Errors & Omissions (E&O) insurance, providing additional protection and peace of mind for your business.