Our Pricing Plan
Clear, Flexible Plans to Fit Your Business
At Balance Assured, we offer transparent, customizable bookkeeping plans designed to meet you where you are—whether you're just starting out or scaling fast. *All pricing is based on estimated transaction volume, business complexity, and service needs.
Choose your plan
Find the right plan for your bookkeeping needs
Balanced Plan
Perfect for solopreneurs and freelancers
Starting at
$275/month
A solid financial foundation that keeps your books clean, accurate, and stress-free.
Monthly transaction categorization
Bank & credit card reconciliations
Standard financial reports (P&L, Balance Sheet, Cash Flow)
Ongoing ledger maintenance
Email support for bookkeeping-related questions
Refined Plan
Great for small, growing businesses
Starting at
$475/month
Expanded support with more moving parts and better insight into your financial health.
Accounts Payable & Receivable tracking
Sales tax monitoring & prep
1099 contractor tracking
Monthly financial check-ins
Custom reporting (by class, service, etc.)
Popular
Vision Plan
Ideal for scaling businesses seeking clarity and strategyStarting at
Starting at
$775/month
A premium bookkeeping partnership for business owners ready to plan ahead, not just keep up.
Budgeting & cash flow forecasting
Quarterly financial strategy sessions
Profitability reviews
KPI tracking (if applicable)
Year-end reporting package
Catch-Up or Clean-Up Services
We offer custom flat-rate pricing for businesses behind on their books. Whether you need to catch up on a few months or a few years, we'll get you current and organized fast.
Add-On Options (Available with Any Plan)
QuickBooks Setup & Custom Chart of Accounts
- Sales tax filing support (state-specific availability)
- Historical data migration
- 1:1 training or consulting sessions
Ready to Find the Right Fit?
Schedule a free discovery call and we’ll help you choose the plan that’s right for your business.