OneSelfClub dashboard on a monitor at a modern desk

OneSelfClub Self Starter

Get clean books for $99/month.

We reconcile and categorize your transactions, so your books are report-ready and tax-ready.

$99/month + $99 one-time onboarding

  • Human-reviewed bookkeeping
  • CPA-backed workflows
  • Tax-ready every month
  • U.S.-based oversight
Financial dashboard and accounting report on a desk

Done-for-you monthly bookkeeping

Reconciled, categorized, report-ready every month.

Upload your statements. We clarify, reconcile, and categorize. You receive clean reports.

Business planning session with optional services and finance charts

Add-on services

Optional support, when you need it.

Start with core bookkeeping. Add strategy calls or faster turnarounds whenever you need the boost.

Bookkeeping service quality

Why business owners trust our CPA-backed bookkeeping service

Your books are handled by real professionals using a consistent monthly quality process, so reports stay accurate, organized, and tax-ready.

CPA-backed quality

Documented monthly checklist plus final review controls.

CPA methodology

Same reconciliation and categorization process every cycle.

Audit-ready discipline

Linked records and cleaner handoffs for tax preparation.

Base plan coverage

Everything included in your base plan

All essentials in one base plan for $99/month + $99 one-time onboarding.

Explore the full walkthrough of our monthly flow and in-app experience.

Done-for-you monthly books Professional oversight Tax-ready reporting
Base plan package: starting from $99 per month, including bookkeeping, reconciliation, categorized transactions, profit and loss, cash flow, dashboard access, in-dashboard communication, and AI advisor guidance alongside your bookkeeping team.

Comparison

QuickBooks vs Self Starter bookkeeping

Most pay $75–$150/month for software and still carry the bookkeeping burden. Self Starter combines structured monthly workflows with real U.S.-based professionals who reconcile, review, and deliver tax-ready books every month.

Split comparison: manual paper bookkeeping versus modern digital dashboards and analytics
Feature QuickBooks (DIY) Self Starter
Cost $75–$150/mo + Time $99/mo Flat
Time Spent Hours/week Minutes/mo
Categorization DIY Done for you
Reconciliation DIY Done for you
Reports Manual Delivered
Tax-Ready Year-end Monthly
Expert Review
Standard Varies CPA-Backed

Less stress. No bookkeeping backlog. No tax-time cleanup scramble.

Lock in your foundation and we handle the monthly bookkeeping for you. $99 one-time onboarding · add-ons only if you want them

Operating model

Start clean at $99. Add support only when needed.

Your base plan delivers core bookkeeping outcomes. Add-ons are optional support so you pay for what you use instead of bundled overhead.

Base plan Core bookkeeping deliverables at $99/month

Add-ons Optional calls, advisory, faster processing

Result No bundled overhead, pay only for what you use

Optional upgrades

Add-on services

Base plan covers core bookkeeping deliverables. Add-ons are optional support, no bundled overhead.

Advisor discussing business insights with a client

Live Advisory Call

30-minute call for your top questions. Priced per session.

In-person business meeting around a conference table

In-Person Meeting

Face-to-face planning and decisions. Priced per visit.

Email communication open on a laptop screen

Email Support Package

Email channel for clarifications and follow-ups. Monthly add-on.

Fast-paced financial workflow on multiple monitors

Expedited Processing

Faster turnaround when deadlines are tight. Monthly fee.

Custom analytics dashboard with business charts

Custom Reporting

Reports built around your KPIs. Project-based pricing.

Tax documents and calculator prepared for planning

Tax Planning Session

Live CPA strategy and next steps. Priced separately.

Transaction records and workflow tracking screen

Transaction Overage

When volume exceeds plan limits. Tiered pricing.

AI advisors

On-demand context and education in your dashboard. Your monthly books are still prepared and reviewed by people, AI advisors help you interpret what you are seeing.

  • Plain-language financial explanations
  • Ratio and trend breakdowns
  • Guidance on how expenses are usually categorized
  • Cash flow interpretation
  • Educational tax concept overviews
Important disclosure
  • AI advisors are informational only and do not provide legal or tax advice. They do not replace professional consultation, do not perform your bookkeeping, and do not create a CPA-client advisory relationship.
  • Live advisory requires an add-on purchase or a plan upgrade.

FAQs

Who is Self Starter best suited for?

Self Starter is best for solo entrepreneurs, consultants, real estate agents, early-stage founders, independent contractors, and tech-comfortable owners.

What is my role as a Self Starter client?

You are the driving force behind timely results: upload statements, respond in the dashboard, review reports, and stay engaged on schedule.

  • Upload monthly bank statements
  • Upload credit card statements
  • Respond to dashboard requests
  • Review financial reports
  • Maintain timely participation
How does communication work in the base plan?

Communication is dashboard-first in EpicLedger through task requests, clarifications, and document workflows. Live channels can be added as optional services.

Who is this plan not ideal for?

It is generally not ideal for rapid-growth companies, complex entities, or businesses that require frequent advisory engagement and high-touch support.

What are the scope limits in the base plan?

The base plan includes a defined transaction cap and limited account scope, and does not cover multi-entity consolidation, complex structures, or ongoing tax strategy.

Get clean, tax-ready books now for $99/mo

Reconciled. Categorized. Tax-ready. Optional add-ons when you want higher-touch support. Pay only for what you use.

$99/month base plan $99 one-time onboarding
Start Your $99 Plan