Three plans, priced by volume.
$499, $999 or $1,999 a month, depending on how many accounts you have and how many transactions you run in a typical month. Prices are in U.S. dollars, billed monthly. Bookkeeping only.
Your first month is free.Billing starts in month two. Cancel by email before then and you owe nothing. Offer terms
Compare every plan.
Where plans differ, each plan’s value is shown. Where they don’t, it’s written once.
| Essentials$499 a month | Growth$999 a month | Established$1,999 a month | |
|---|---|---|---|
| Size of your books | |||
| Accounts reconciledEach one matched to its statement every month: bank, card, loan and payment-app accounts such as Stripe, Square or PayPal | Up to 3 | Up to 6 | Up to 10 |
| Transactions a monthAverage of your last three months | Up to 125 | Up to 400 | Up to 600 |
| Business entities | One business on every plan | ||
| Timing | |||
| Books updated | Monthly | Twice a month | Weekly |
| Your records due byStatements and answers to our questions | Business day 3 | Business day 3 | Business day 2 |
| Books closed byMonth reconciled, checked and reports sent. Business days exclude weekends and U.S. federal holidays | Business day 10 | Business day 7 | Business day 5 |
| What you receive | |||
| Accounting basis | Cash basis: income and costs recorded when money moves | Cash basis, or modified cash: loans, fixed assets and depreciation also recorded properly | Accrual basis: income and costs recorded in the month they belong to, not when cash moves |
| Reports |
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| Month-end notes | What changed, what needs attention, what we need from you, on every plan | ||
| Also included | Not included |
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| Time with us | |||
| Review call | Quarterly, 30 minutes | Monthly, 30 minutes | Monthly, 60 minutes |
| Replies to messages | Within one business day, on every plan | ||
| Book a call about Essentials | Book a call about Growth | Book a call about Established | |
Growth$999 a month
Growing teams with payroll, invoices and bills to track.
Size of your books
- Accounts reconciledEach one matched to its statement every month: bank, card, loan and payment-app accounts such as Stripe, Square or PayPal
- Up to 6
- Transactions a monthAverage of your last three months
- Up to 400
- Business entities
- One business on every plan
Timing
- Books updated
- Twice a month
- Your records due byStatements and answers to our questions
- Business day 3
- Books closed byMonth reconciled, checked and reports sent. Business days exclude weekends and U.S. federal holidays
- Business day 7
What you receive
- Accounting basis
- Cash basis, or modified cash: loans, fixed assets and depreciation also recorded properly
- Reports
- Profit and loss
- Balance sheet
- Cash flow statement
- Who owes you and whom you owe, by age (receivables and payables aging)
- Month-end notes
- What changed, what needs attention, what we need from you, on every plan
- Also included
- Payroll reports from your payroll provider recorded in your books (we don’t run payroll)
- Tracking by class or location
- Sales and payment apps such as Stripe, Square or Shopify reconciled (each counts as an account)
Time with us
- Review call
- Monthly, 30 minutes
- Replies to messages
- Within one business day, on every plan
In every plan, never in any plan, quoted first.
So nobody assumes something is included when it isn’t.
In every plan
- Every transaction categorized
- Every included bank, credit card and loan account reconciled to its statement
- A monthly close with profit and loss and balance sheet
- Each close checked against our written close checklist before it’s sent
- Month-end notes: what changed, what needs attention, what we need from you
- One clear monthly list of anything we need from you
- A year-end package for your CPA or tax preparer
- Works in your own QuickBooks Online or Xero subscription — your data stays yours
Never in any plan
- Tax preparation or filing, including sales tax and 1099s
- Payroll processing
- Paying bills or moving money
- CFO, investment or legal advice
- Audits, reviews, compilations or other assurance work
Quoted in writing first
- Catch-up or cleanup of past months
- Additional entities or consolidated reporting
- Volume above your plan’s limits
- Extra integrations, inventory or job costing
- Financial models, fundraising or lender packages
Behind on your books? We look at what’s missing and quote catch-up work as a fixed price before any work starts.
Offer terms.
Your first month is free.
- Who it’s for
- New clients get their first month of monthly bookkeeping free on any plan — one free month per business.
- Which month is free
- The free month is the first calendar month we close for you, once your books are current enough to close. Catch-up for past months isn’t included; we quote it first.
- When billing starts
- Billing starts with month two at your plan’s price, billed monthly in advance in U.S. dollars. We email you at least 7 days before the first charge.
- Cancelling
- Cancel by email before month two and you owe nothing. After that, give 30 days’ notice by email. No long-term contract, no cancellation fee.
The rules we price by.
- If you grow past your plan
- If your volume grows past your plan, we tell you before anything changes. You can move up a plan or accept a written quote for the extra volume. There are no automatic overage charges.
- If your books are behind
- Behind on your books? We look at what’s missing and quote catch-up work as a fixed price before any work starts.
- If records arrive late
- Close days assume we have your statements and answers by business day 3 (business day 2 on Established). If something is late, the month waits as “Needs your input” and we tell you the new date.
- If you want it in writing
- Every quote, limit change and price change comes by email before it applies. Questions about a quote: hello@backplate.net.
Pricing questions.
How does the free first month work?
New clients get their first month of monthly bookkeeping free on any plan, one free month per business. It covers the first calendar month we close for you. Billing starts with month two at your plan’s price, billed monthly in advance, and we email you at least 7 days before the first charge. Cancel by email before month two and you owe nothing.
When does the free month start if my books are behind?
Once your books are current enough to close. If past months are missing or unreconciled, we quote that catch-up as a fixed price first. Catch-up isn’t part of the free month, and you decide whether to go ahead.
What counts as a transaction?
Each line on the bank, credit card and loan statements we reconcile in a month — deposits, payments, transfers and fees. Your plan’s limit is an average over the last three months, so one busy month won’t change your price.
What counts as an account?
Each bank account, credit card, loan or line of credit we reconcile. Payment processors such as Stripe, Square or PayPal count as accounts too.
What happens if I go over my plan’s limits?
We tell you before anything changes. You can move up a plan or accept a written quote for the extra volume. There are no automatic overage charges.
When will my books be closed each month?
By business day 10 on Essentials, 7 on Growth and 5 on Established, as long as we have your statements and answers by business day 3 (business day 2 on Established). If something is late, we tell you the new date.
Do I need QuickBooks Online or Xero?
Yes, we work in QuickBooks Online or Xero, in your own subscription. If you use something else today, tell us on the call and we’ll explain your options before you commit.
Do you do taxes or payroll?
No. We keep your books and work alongside your CPA or tax preparer and your payroll provider. At year-end we prepare a clean package for whoever files your taxes.
Can I cancel?
Yes. Cancel by email before month two and you owe nothing. After that, give 30 days’ notice by email. There’s no long-term contract or cancellation fee, and your books stay in your own accounting system.
Not sure which plan fits?
Tell us how many accounts you have and roughly how many transactions you run a month. We’ll recommend a plan on the call.
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