Rigorous Bookkeeping Services

Pricing & Packages

Predictable fixed monthly rates. No hidden fees. No hourly surprises.

Choose the plan that matches your current transaction volume.

All monthly packages require a clean, fully reconciled starting point in QuickBooks Online.

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The Solo Stream

Essential Plan

Designed for owner-operators and startups looking to understand their profitability and keep their books organized.

$500/month
  • Up to 100 transactions per month
  • Up to 2 bank or credit-card accounts matched
  • Monthly email updates and check-ins
  • Summarized vendor-bill tracking: Chemicals, Parts and Supplies
Includes all five monthly services below

Optional Detailed Vendor-Bill Tracking

Add $150 per month
Total with add-on: $650 per month

The standard Solo Stream plan records vendor purchases using summarized categories such as:

  • Chemicals
  • Parts
  • Supplies

With the optional add-on, vendor bills are entered line by line, including item names, quantities, rates, returns, and credits. This is useful when you need detailed material-cost tracking, vendor history, or deeper job-cost analysis.

Choose Essential Plan
Most Popular The Fleet Flow

Growth Plan

Designed for growing companies with higher transaction volume and more accounts to manage.

$800/month
  • 101 to 250 transactions per month
  • Up to 4 bank, credit-card, and merchant accounts matched
  • Monthly email updates and check-ins
  • Priority support by phone, email, or text
  • Summarized vendor-bill tracking: Chemicals, Parts and Supplies
Includes all five monthly services below

Optional Detailed Vendor-Bill Tracking

Add $200 per month
Total with add-on: $1,000 per month

The standard Fleet Flow plan uses summarized vendor-bill categories to keep routine bookkeeping efficient. The optional add-on provides line-by-line entry for vendor bills, including exact items, quantities, rates, returns, and credits.

This option is best for owners who want deeper visibility into material costs, purchasing patterns, vendor histories, and job profitability.

Choose Growth Plan
For higher transaction volumes

Custom Fleet Solution

Built for established, high-volume pool operations that exceed standard parameters.

Custom Quote/month
  • Exceeding 250 transactions/month

Companies exceeding 250 monthly transactions receive custom, tiered volume pricing based on transaction volume, number of accounts, merchant activity, reporting needs, and the level of vendor-bill detail required.

Request a Quote

Essential and Growth prices are in USD and billed monthly until canceled. Applicable tax is calculated at checkout. Plan buttons open Stripe checkout.

Included in both standard plans

Your monthly bookkeeping essentials, covered.

Both the Essential Plan and Growth Plan include every service listed here. Choose between them based on transaction volume, account allowance and support needs.

  • Weekly transaction sorting and categorization
  • Monthly Balance Sheet, Profit and Loss, Statement of Cash Flows, and Accounts Receivable Aging reports
  • Monthly bank and credit-card reconciliation
  • Product and Service Detail Report separated by class (Pool Maintenance, Pool Repair, Admin)
  • Advanced reporting to help isolate route VS repair margins

How transaction detail works?

Both the Solo Stream and Fleet Flow plans use a summarized vendor-bill method by default. Routine purchases are grouped into clear categories such as Chemicals, Parts, and Supplies.

This method keeps monthly bookkeeping efficient while still providing useful category-level reporting and class-based visibility.

Optional add-on: Detailed Vendor-Bill Tracking

Both monthly packages use the summarized method by default. Clients who need deeper item-level visibility may add the Detailed Vendor-Bill Tracking service to either plan.

This add-on records vendor bills line by line, including:

  • Exact item names
  • Quantities
  • Unit rates
  • Parts and material details
  • Returns and credits
  • Vendor-specific purchasing history

Detailed tracking is useful for owners who want to monitor exact material costs, review purchasing patterns, analyze job profitability, or prepare the business for lending, investment, or a potential sale.

Why is detailed tracking an add-on?

The summarized method is faster and more efficient for routine bookkeeping. It provides reliable totals for broad categories such as chemicals, parts, and supplies.

The detailed method requires significantly more data entry and review because every vendor-bill line must be entered and classified individually. It provides greater visibility, but it also requires more bookkeeping time and labor. For that reason, detailed vendor-bill tracking is offered separately rather than included in the standard monthly package.

Summarized vs. detailed tracking

Summarized method — included by default

Vendor purchases are recorded in broader categories such as chemicals, parts, and supplies. This keeps the books streamlined while preserving meaningful financial information.

Detailed method — optional add-on

Vendor bills are recorded line by line so the business can see specific items, quantities, rates, returns, and vendor histories. This provides more granular information for cost control, job costing, due diligence, and management analysis.

Both packages include the Product and Service Detail Report separated by class for:

  • Pool Maintenance
  • Pool Repair
  • Admin

The class-based report shows how revenue and costs are distributed across these operational areas. The optional detailed method adds item-level information within those categories; it does not replace the class-based reporting included in both plans.

Before monthly bookkeeping begins

Start with a clean set of books.

Before beginning either package, the client must provide a clean, fully reconciled QuickBooks Online file.

Historical cleanup, catch-up bookkeeping, or extensive conversion work is quoted separately.

Request a review so we can understand what needs attention before your ongoing monthly service begins.

Request a Cleanup Review
Let’s find the right fit

Questions about the right plan?

Tell us about your pool service business, your current books and the support you need. We’ll help you identify the next step.

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