Business Plans
Prosper•ist believes financial support should fit your business—not force your business to fit a package. Every plan can be adjusted to create the right balance of support, structure, and flexibility for where you are today and where you're headed next.
Business Plan Options
Core Business Plans
Prosper Foundation
Reliable bookkeeping with a structured financial foundation
$395
Starting Monthly From*
+ $320 One-time Setup Fee
Best for startups, solo's, and small businesses that need consistent organization and visibility.
Includes:
✓ Monthly bookkeeping
✓ Transaction categorization
✓ Spending category tracking
✓ Account balancing and review
✓ Monthly account reconciliation
✓ Transaction and transfer
    automation
✓ Monthly Summary
✓ Quarterly check-in
✓ Email and phone support
Build structure, improve visibility, and create a stronger financial foundation.
Prosper Growth
Expanded support with more visibility and guidance
$695
Starting Monthly From*
+ $640 One-time Setup Fee
Best for growing businesses needing regular oversight and clearer, regular insight into financial activity.
Includes:
✓ Monthly bookkeeping
✓ Transaction categorization
✓ Spending category tracking
✓ Account balancing and review
✓ Monthly account reconciliation
✓ Transaction and transfer
   automation
✓ Monthly Summary
✓ Accounts payable monitoring
✓ Accounts receivable monitoring
✓ Goal support
✓ Budget management
✓ Monthly check-in
✓ Email, phone, and Zoom support
We organize what feels overwhelming, create financial structure that supports your business, and build confidence in every next decision.
Prosper Scale
Greater insight and support for growing operations
$995
Starting Monthly From*
+ $940 One-time Setup Fee
Best for businesses with increasing complexity and moving parts.
Includes:
✓ Monthly bookkeeping
✓ Transaction categorization
✓ Spending category tracking
✓ Account balancing and review
✓ Monthly account reconciliation
✓ Transaction and transfer
    automation
✓ Monthly Summary
✓ Accounts payable monitoring
✓ Accounts receivable monitoring
✓ Goal support
✓ Budget management
✓ Cash flow monitoring
✓ KPI visibility
✓ Payroll coordination
✓ Financial trend tracking
✓ Deeper reporting support
✓ Monthly check-in
✓ Email, phone, and Zoom support
Create clarity around your numbers and gain insight that supports growth.
Prosper Strategic
Full financial organization and bookkeeping support
$1495
Starting Monthly From*
+ $1440 One-time Setup Fee
Best for businesses wanting more strategic involvement and long-term support.
Includes:
✓ Monthly bookkeeping
✓ Transaction categorization
✓ Spending category tracking
✓ Account balancing and review
✓ Monthly account reconciliation
✓ Transaction and transfer
    automation
✓ Monthly Summary
✓ Accounts payable monitoring
✓ Accounts receivable monitoring
✓ Goal support
✓ Budget management
✓ Cash flow monitoring
✓ KPI visibility
✓ Payroll coordination +
✓ Payroll processing
✓ Financial trend tracking
✓ Deeper reporting support
✓ HR onboarding & offboarding
✓ Bill payment automation
✓ CPA coordination
✓ Financial planner coordination
✓ Year end tax summary
✓ Monthly check-in
✓ Email, phone, and Zoom support
Bring structure to complexity and lead your business with confidence.
We organize what feels overwhelming, build stronger financial systems and habits, and help you lead your business with confidence.