A clear monthly price. Cleanup quoted separately.
Choose the level of support your business needs. Every plan spells out the work, response rhythm, and monthly investment before onboarding begins.
- Monthly or annual billing
- Billing terms stated before onboarding
- Scope-defined pricing
Monthly service plans
Bookkeeping
Monthly reconciliation & financial reports
2 accounts · 150 transactions/mo
- Monthly bank & credit card reconciliation
- Transaction categorization
- Profit & Loss and Balance Sheet
- Document storage & client portal
- Up to 2 connected accounts
- Up to 150 transactions/mo
- Email support (2-business-day response target)
Books & Tax
Full bookkeeping plus tax preparation and filing coordination
5 accounts · 500 transactions/mo
- Everything in Bookkeeping
- Tax preparation and filing coordination
- Quarterly estimate preparation checkpoints
- 1099 preparation and filing coordination where included
- Up to 5 connected accounts
- Up to 500 transactions/mo
- Priority support (1-business-day response target)
Full Service
Bookkeeping, tax preparation, cash flow reporting, and monthly review
10 accounts · Unlimited transactions
- Everything in Books & Tax
- Cash flow reporting & analysis
- Up to 10 connected accounts
- Unlimited transactions
- Monthly strategy call (30 min)
- Same-business-day priority response target
Enterprise
Custom service scope for organizations whose account volume or workflow needs exceed the published plans.
Service Modules
Add specialized services where eligible or select a plan that already includes them.
Tax Compliance
Tax preparation, quarterly estimate checkpoints, and filing coordination
per month
Cash Flow Reporting
Monthly cash flow analysis, trend tracking & category breakdowns
per month
Priority Support
Same-business-day response target for support requests
per month
Additional Connected Account
Add a bank or credit card account beyond your plan's included limit
per month
AI Call Assistant
AI-assisted call intake, scheduling handoff, and routing support
per month
Behind on Your Books?
Flat-rate catch-up packages to get you current before starting monthly service.
$499
3 Months
Clean up & reconcile 3 months
$899
6 Months
Clean up & reconcile 6 months
$1,499
Full Year
Clean up & reconcile 12 months
$75/hr
Custom
Complex or multi-year cleanup
Multiple businesses?
Each business entity requires its own subscription. Managing several entities? Contact us to confirm plan and account scope.
How We Compare
Compare the operating model, ownership, and support rhythm behind each approach.
| Feature | DIY (QuickBooks alone) | Tomas Financial | Other Professional Firm |
|---|---|---|---|
| Investment | Software fee plus the owner's time | $349 to $1,199 monthly plans | Depends on engagement and scope |
| Pricing Model | Software subscription | Fixed monthly fee | Varies by firm and engagement |
| Scope Changes | Owner decides and implements | Discussed before plan changes | Depends on engagement terms |
| Who Owns the Work | You | Named responsible party | Assigned firm team |
| Response Time | Self-service | Plan-specific response target | Defined by the engagement |
| Client Portal | Basic dashboards | Online portal with reports | Varies by firm |
| Tax Support | Separate software or professional | Included in eligible plans | Depends on engagement scope |
| Technology | Owner configures the tools | Supported QuickBooks connection and portal | Varies by firm |
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Pricing Questions
Common questions about our pricing model.
What happens if I exceed my plan's transaction or account limit?
Our plans use fair-use limits with no automatic overage fees. If your recurring volume no longer fits the selected tier, we'll discuss a higher tier or an additional connected-account module before changing the plan. A single busy month does not automatically trigger a change.
What if my books are behind?
We offer flat-rate catch-up packages: 3 months ($499), 6 months ($899), or a full year ($1,499). For complex or multi-year cleanup, we quote at $75/hr. Once caught up, you transition to monthly service.
Can I switch tiers later?
Contact us before switching tiers so the effective date, billing interval, and any prorated amount can be confirmed before the change is submitted.
What payment methods do you accept?
Online checkout currently accepts major credit cards through Stripe. Stripe generates billing records for the interval selected at checkout.
Is there a contract or commitment?
The selected billing period, cancellation timing, and service term are stated before onboarding. The portal shows the effective cancellation date, and your signed engagement documents control the exact terms.
What if I need services not in my tier?
Add individual modules like Tax Compliance ($149/mo), Cash Flow Reporting ($99/mo), Priority Support ($99/mo), or AI Call Assistant ($149/mo) to any plan. Need more connected accounts? Add them for $49/mo each. Or upgrade to a higher tier for the best value.
I have multiple businesses. How does pricing work?
Each business entity requires its own subscription. Contact us to confirm the appropriate plan, connected-account limits, and scope for multiple entities.
Ready to Simplify
Your Finances?
See whether the service and scope fit your business. A fit call does not start a paid engagement.