Pricing
At PHASE Now Business Solutions, I believe in straightforward pricing with no surprises. My goal is to to help solopreneurs and small business owners keep their finances and workflows organized—without unnecessary complexity.
Whether you need bookkeeping, AP/AR tracking, or workflow optimization, you’ll find a pricing structure designed to fit your business needs.
Jump to: Bookkeeping | AP/AR Add-on | Workflow Analysis & Optimization
$250.00 / month
- Up to 100 transactions per month
- Overage Fee is $1.50 / per extra transaction
$400.00 / month
- 101 - 250 transactions per month
- Overage Fee is $1.25 / per extra transaction
$650.00 / month
- 251 - 500 transactions per month
- Overage Fee is $1.00 / per extra transaction
Bookkeeping
Bookkeeping is for business owners who want organized, accurate financial records, solopreneurs who need clear cash flow insights, and entrepreneurs looking to stay tax-ready without the hassle.
- Transaction categorization & reconciliation – Keep your books accurate and up to date.
- Bank & credit card reconciliation – Ensure all transactions are accounted for correctly.
- Expense tracking & organization – Know exactly where your money is going.
- End-of-month financial report – Get a structured summary of your financial health.
- Full Profit & Loss, Balance Sheet, and Cash Flow reporting.
- Financial statement management (Growth & Scaling Plans Only) – Full Profit & Loss, Balance Sheet, and Cash Flow reporting.
Plus $100.00 / month
- Track invoices & bill payments
- Provide a monthly AP/AR summary
Plus $200.00 / month
- Basic tracking, plus
- Follow-ups on overdue invoices
Plus $300.00 / month
- Pro tracking, plus
- Bill tracking
- Payment monitoring
AP/AR Tracking Add-on
This is for business owners who need better control over cash flow and outstanding invoices. It’s ideal for those who want AP/AR tracking alongside bookkeeping without managing it themselves. Perfect for businesses that want to avoid late payments and stay on top of their finances.
- Invoice & Bill Tracking – Monitor outstanding invoices and upcoming bill payments to keep your cash flow steady.
- Monthly AP/AR Summary Reports – Receive clear reports on what’s owed to you and what you owe, so you stay informed.
- Follow-Ups on Overdue Invoices (Pro & Full-Service Plans) – Ensure timely payments with reminders and follow-ups for unpaid invoices.
$500 / one-time
- Full workflow audit
- Report of recommended improvements
$1,000 / one-time
- Essentials, plus
- Implementation of minor automations (Zapier, QuickBooks, HubSpot)
$2,000 / one-time
- Optimization, plus
- major workflow rebuilds
- Custom automation setup
Workflow Analysis & Optimization Explanations
This is for business owners overwhelmed by manual processes, entrepreneurs looking to streamline and scale, and anyone needing better systems for managing clients, finances, and admin tasks.
- Full Workflow Audit & Report – A deep dive into your current processes, identifying inefficiencies and providing a clear report with actionable recommendations.
- Implementation of Minor Automations – Setting up simple automation workflows using tools like Zapier, QuickBooks, and HubSpot to eliminate repetitive tasks.
- Major Workflow Rebuilds & Custom Automation Setup – A complete overhaul of your business processes, creating custom automations and system integrations tailored to your specific needs.
- Each plan builds upon the previous one, offering increasing levels of optimization and automation to streamline your business operations.
FAQs
Have Questions ? We’re here to help
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How do I know which bookkeeping plan I need?
Check your average monthly transactions. If you're unsure, start with the Starter Plan, and we can adjust as needed.
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What happens if I go over my transaction limit?
You’ll pay an overage fee per transaction or move up to the next tier.
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Can I get AP/AR tracking without bookkeeping?
No, AP/AR tracking is only available as an add-on to bookkeeping clients.
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How long does workflow optimization take?
Essentials: ~1 week, Optimization: ~2-3 weeks, Full Revamp: ~4-6 weeks (depending on complexity).
Still have any questions?
Can’t find the answer you’re looking for? Please contact to our team.
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Whether you have a question, want to chat, or are ready to get started, I’m here to help. Choose what works best for you.