Cash-Basis Bookkeeping Plans
Compass
Setting direction, getting the basics right- 1 Bank Account, 100 Max Monthly Transactions, Quarterly Reporting
- Transaction Recording and Categorizing
- Monthly Reconciliation
- Profit & Loss (Income Statement)
- Balance Sheet
- Statement of Cash Flows
- Reconciliation Reports
Navigator
Steady progress with active guidance- 2 Bank/CC Accounts, 200 Max Monthly Transactions, Monthly Reporting
- Transaction Recording and Categorizing
- Monthly Reconciliation
- Profit & Loss (Income Statement)
- Balance Sheet
- Statement of Cash Flows
- Reconciliation Reports
- Optional Bi-Monthly1 30-Minute Video Consult
1 Every other month.
Polaris
Full financial clarity and strategic insight- 4 Bank/CC Accounts, 300 Max Monthly Transactions, Monthly Reporting
- Transaction Recording and Categorizing
- Monthly Reconciliation
- Profit & Loss (Income Statement)
- Balance Sheet
- Statement of Cash Flows
- Reconciliation Reports
-
Optional 30-Minute Video Consult
(monthly)
Accrual-Basis Bookkeeping Plans
Orion
Your Foundation forInformed Financial Growth
- 2 Bank/CC accounts, 150 Max Monthly Transactions, Quarterly Reporting
- Transaction Recording and Categorizing
- Monthly Reconciliation
- Profit & Loss (Income Statement)
- Balance Sheet
- Statement of Cash Flows
- Reconciliation Reports
- Accounts Payable Aging Reports
- Accounts Receivable Aging Reports
2 Every other month.
Aurora
Illuminate Your Finances—Empower Your Future
- 4 Bank/CC Accounts, 350 Max Monthly Transactions, Monthly Reporting
- Transaction Recording and Categorizing
- Monthly Reconciliation
- Profit & Loss (Income Statement)
- Balance Sheet
- Statement of Cash Flows
- Reconciliation Reports
- Accounts Payable Aging Report
- Accounts Receivable Aging Reports
- Optional 30-Minute Video Consult (monthly)
All Accrual Basis plans also require a subscription to HubDoc (currently $12/month) for ease of document uploading and processing.
Customize Your Services — Choose the Add-Ons That Fit Your Business
Customize your plan with optional services below1.
Bookkeeping Add-Ons
Accounts Receivable Management
We’ll create and send invoices, track overdue payments, and handle follow-ups so you can stay focused on running your business.
Accounts Payable Management
Keep your vendor payments organized and on schedule. We’ll track bills, manage due dates, and record payments.
Quarterly Financial Review
We’ll walk through your reports together, highlight insights, and discuss growth opportunities.
Catch-Up Bookkeeping
Behind on your books? We’ll bring your financial records up to date so you can move forward with confidence.
Analytics Add-Ons
Goal & KPI Setting
Turn your data into direction. We’ll define measurable business goals and create a plan to track them.
Custom Reports & Dashboards
Get a visual snapshot of what matters most—sales, traffic, engagement, or conversions—all in one place.
Conversion Tracking Setup
We’ll ensure every lead, sale, or form fill is tracked accurately in GA4.
Marketing Channel Analysis
See which sources—ads, search, social, or email—drive the most revenue or leads.
1 – All optional services are billed at $79/hour if used individually. For clients who want a predictable monthly cost and a discounted rate, we offer prepaid monthly add-on packages (minimum 3-month term):
| Hours Purchased | Hourly Rate | Monthly Charge |
|---|---|---|
|
1 hour |
$75 |
$75 |
|
2 hours |
$72 |
$144 |
|
3 hours |
$69 |
$207 |
|
4 hours |
$67 |
$268 |
|
5+ hours |
$65 |
$325+ |
QuickBooks Online Only
- Already using QBO?
I can connect directly to your existing account — quick and seamless.
- Using another bookkeeping tool?
No worries — I’ll help you move everything over to QuickBooks Online so your data transfers smoothly.
- New to bookkeeping software?
Subscribe through Northstar and:
- You’ll start with a 30-day free trial.
- QuickBooks will email you setup instructions.
- Add your payment info before the trial ends to activate your subscription and enjoy 50% off for the first 3 months.
- Plans start at under $40/month.