PennyWise

Calendly Book a Meeting
Email

info@pennywiseusa.com

Plans for Small Business Owners

We charge flat fees. There are no surprise bills.

Simple Start

Essential transaction tracking and reconciliations ready for tax season.

$399 /month
Get Started
  • Categorize your transactions for your P&L and tax return
  • Reconcile your accounts
Outcome
Accurate books, ready for tax time.
Advanced

Full-service bookkeeping, invoicing, bill tracking, and dedicated guidance.

$1,199 /month
Get Started
  • Categorize your transactions for your P&L and tax return
  • Reconcile your accounts
  • Monthly P&L, Balance Sheet, A/R and A/P reports, kept accurate
  • We create your invoices and bills, and track every payment
  • Priority email support, plus a consultation whenever you ask
Outcome
You stop doing bookkeeping. We handle it all.

Plan for Solo Entrepreneurs

$199 / month
  • Monthly bookkeeping
  • Transactions categorisation
  • Follow US GAAP
  • Year-round support
  • Bank Accounts Reconciliation
  • Credit cards Reconciliation
  • Fixing Chart of Accounts
  • Provide P&L and Balance sheet
  • "Solo business owners are the most underserved group in accounting. We built this specifically without the big-firm price tag."

    Frequently asked questions

    How do I know which package is right for me?

    Start with Simple Start if your books are fairly simple and you mainly need them done right and on time. Choose Essentials if you want ongoing support and more hands-on help. Go with Advanced if your business has higher volume or more moving parts. Not sure? Send us a message and we’ll point you to the right one.

    Are there any setup fees or hidden costs?

    No. The price you see is the price you pay for the package. If your books need cleanup before we start, we quote that separately up front, so there are no surprises on your invoice.s.

    My books are behind. Can you still work with me?

    Yes. Our Cleanup & Catchup service gets you current first, then you move onto a monthly package. Tell us how many months are behind and we’ll give you a clear quote.

    Which software do you work in?

    We work in QuickBooks Online and Xero. If you already use one of them, we pick up where you are. If you use neither, we’ll help you choose one and set it up.

    Do you work with Amazon sellers and businesses outside the US?

    Yes. We serve clients in the US, UK, and EU,and we handle Amazon sellers every day, including marketplace fees, settlements, and inventory. Our packages cover all of it.

    Can I change my package or cancel later?

    Yes. If your business grows, you can move up to a bigger package. If you need to pause or stop, just tell us. We’d rather keep you because the work is good, not because you’re stuck.

    From the Blog

    For US business owners and solo entrepreneurs

    Each week, we post ideas, tips, and stories to help American small business owners succeed.

    Small Business 101

    Covering LLC formation, IRS requirements, and growth operations. Our 101 posts are the missing manual for US owners.

    Freelancer Tax Guide

    Posts specifically for 1099 contractors and solo-preneurs. Learn about deductions, quarterly estimated taxes, and SEP IRAs.

    Scaling Your Business

    Ready to hire your first employee? We cover payroll laws, W-2 vs 1099, and managing cash flow during growth.

    Read the Blog

    Ready to get started?

    Tell us a little bit about your business

    Get Started