Packages and how they price

A walking tour of the LedgerOS workspace
settings/packages
Time & Billing
New package
Settings · Packages

Saved packages

Reusable bundles of services you can drop into a proposal as an option. Each line keeps the service's description and terms. Editing a package here doesn't change proposals already sent.

PackageLinesPrice displayTotal
Small business — full service Popular 3 Lump sum $1,250.00/mo
Small business — essentials 1 Itemized $650.00/mo
Individual — tax only 2 Itemized $950.00
S-corp owner — full year 4 Lump sum $4,200.00

How the two options land

The same package library, seen from the proposal a client opens.

Popular
Small business — full service
$1,250
per month
Monthly bookkeeping — up to 150 transactions
Payroll — up to 12 employees
Quarterly advisory call
Small business — essentials
$650
per month
Monthly bookkeeping — up to 150 transactions$650.00