Build a bookkeeping business that runs without you.

Both, working toward one thing: a bookkeeping business that doesn't depend on you for everything. The Pure Bookkeeping system gives you the playbook, coaching gives you people who have done it, and BKOS is where it all runs.

Starter, Practice and Firm each come with a 30-day money-back guarantee: if it's not right, you get every dollar back. Every membership has a 30-day money-back guarantee. After that, monthly memberships can be cancelled at any time, and yearly memberships renew each year and can be cancelled ahead of renewal. Want a walkthrough first? Book a demo and we'll show you BKOS with your own practice in mind.

Systems take a quarter to stick, and we want you around long enough to feel the difference. You have a clean 30-day window to change your mind for a full refund. If you pay monthly, after twelve months your plan carries on month to month at the same price, and you can cancel with 30 days' notice. If you pay annually, your plan renews each year; to stop it renewing, ask to cancel at least 30 days before the renewal date, because once a year has renewed it can't be cancelled or refunded.

Starter includes 3 clients, and you can add more at $15 a month each, up to 10. Practice includes 50, then $5 a month each up to 75. Firm covers 150. To add clients or move up a plan, just ask our team and we'll take care of it. Once you reach about 8 clients on Starter, Practice usually works out better value, and we'll let you know.

Every plan gets the weekly BKOS Live support and optimisation call. Practice includes guided migration, and on Firm our team does the onboarding and migration with you.

Probably not. Winning a client should feel like one smooth step, so BKOS lets you offer two to four service packages. Your client picks one, signs your engagement contract and pays, all on one page, and you get a signed PDF with the payment recorded against the package they chose. It can replace a standalone proposal tool, which the cost comparison above prices at $99 a month (Ignition Core), and it sits alongside your client portal, procedures and pipeline so nothing gets re-keyed.

Practice and Firm start with a 12-month term and a 30-day money-back guarantee. Billed monthly, the plan carries on month to month after the twelve months, and you can cancel with 30 days' notice. Billed annually, the plan renews each year: ask to cancel at least 30 days before the renewal date, because a year that has renewed can't be cancelled or refunded. Cancellation requests will go through thesuccessfulbookkeeper.com/cancel once that page is live; until then, ask our team.

Connections to QuickBooks Online and Xero arrive in Q4 2026, included in every plan at no extra cost.

Yes. BKOS has an MCP connector, now in early access, that lets Claude, ChatGPT or Cursor work inside your practice: setting up recurring client work, creating tasks, drafting procedures and forms. Nothing goes live until an owner approves it, the assistant never reads passwords, tax numbers or client files, and you can disconnect it any time.

Every firm runs in its own isolated workspace. Multi-factor sign-in is required on every account, and your data is stored in the region you choose: Australia, Canada, the EU or the US.

Yes. Ask our team and we'll move you up. Moving from Starter to Practice starts a 12-month plan from that date. Moving from Practice to Firm keeps your current 12-month term, and we'll adjust your price from the day you move. Moving down takes effect at your renewal.

You see the prices in the currency of your country: Canadian dollars in Canada, Australian dollars in Australia, New Zealand and the Philippines, and US dollars everywhere else. The numbers are the same in every currency, and you pay in the currency shown. If no currency appears beside the prices, ask our team before you buy. Any applicable sales tax, GST or HST is added at checkout.

The community hub lives inside BKOS: shared templates, checklists and peer discussion with other firms. TSB membership is coaching: live calls with Lisa, Michael and our coaches, 1:1 Clarity Calls, trainings and, on Member Pro, 50% off every TSB program.

Yes. "Just the software" gives you all 7+ apps and the Pure Bookkeeping system without TSB membership. And if you only want the coaching, TSB membership is available on its own. Every membership has a 30-day money-back guarantee. After that, monthly memberships can be cancelled at any time, and yearly memberships renew each year and can be cancelled ahead of renewal.