Accruex — Pick Your Plan, Price Your Catch‑Up, Get Proposal in 5 Minutes

Tech‑enabled bookkeeping & CFO support

Pick a plan. Price your catch‑up. Sign in 5 minutes.

Select your monthly bookkeeping tier, choose years of backlog, and pay a deposit. We'll text and email a proposal you can sign right away.

🛡️ PCI‑secure billing

⚡ 5‑minute proposal delivery

💬 Text & email

How it works

1

Choose your bookkeeping plan

Select the tier that matches your transaction volume
2

Pick years of backlog

Tell us how many years need catch-up work
3

Get proposal by text + email

Enter contact details and receive your proposal instantly

Start building your proposal

QuickBooks Online • Gusto • Zapier/Make • Plooto • Accu‑Rek Client Portal

1) Choose your monthly plan

Cash‑basis bookkeeping. Over 20% above tier → next tier. Within 20% → $1.75 per extra txn.

Tier 1

$199/mo

0–200 txns

Tier 2

$299/mo

201–400 txns

Tier 3

$399/mo

401–600 txns

Tier 4

$499/mo

601–800 txns

2) Years of backlog

Backlog (years)

Computed months

Catch‑up fixed price

$7,176

Formula: monthly plan × backlog months

3) Where should we send the proposal?

Quick proposal setup

Monthly plan

Backlog years

Catch‑up total: $—

Backlog total with 20% discount if signed up prior to Oct 31, 2025: $—

Add business tax prep 20% off

Discount is applied on your proposal. Final tax scope confirmed at onboarding.

Full name *

Company (optional)

Work email *

Mobile (for text link) *

I agree to receive a one‑time text and email with my proposal and reminders. Reply STOP to opt out.

By proceeding you agree to our standard terms.

Frequently Asked Questions

Everything you need to know about our services and pricing

How is catch‑up pricing calculated?

We use a simple, transparent formula: your monthly plan price × backlog months. Example: Tier 2 ($299/mo) with 2 years (24 months) of backlog → $7,176.

What about monthly bookkeeping?

Your chosen plan is billed monthly and covers ongoing bookkeeping. Catch‑up is a one‑time fixed project priced using the formula above.

How fast will I get my proposal?

Within 5 minutes after you submit your details, we text and email your proposal for e‑signature.

What happens after I sign?

You’ll receive an onboarding checklist and a dedicated account manager will schedule your kickoff to start catch‑up immediately.

What are your needs?

Monthly Bookkeeping

Complete transaction recording and reconciliation

Financial Reporting

Custom reports and dashboards for your business

Tax Preparation

Year-round tax planning and preparation support

CFO Advisory

Strategic financial guidance and planning

Our Process

Initial Assessment

We analyze your current financial situation and identify areas for improvement

Catch-up Work

We bring your books up to date with accurate, organized financial records

Ongoing Support

Monthly bookkeeping, reporting, and strategic financial guidance

Why Choose Accruex?

Dedicated account manager

Secure cloud-based platform

Real-time financial insights

Scalable with your business

What Our Clients Say

"Accruex transformed our financial management. Their team is professional, responsive, and always available when we need them."

Sarah Mitchell

CEO, TechStart Inc.

Prefer to talk first?

Pick a time that works and you'll get a calendar invite + Zoom link instantly.

Open Booker Prefer to call? Text us