Enrollment Opens May 1, 2026

Premier bookkeeping. Startup-friendly pricing. Built for businesses ready to get it right.

The Premier Books Program is TPF's dedicated path for early-stage service businesses that need professional bookkeeping but aren't yet at the revenue level for standard rates. You get the same Fortune 500-grade process , structured, precise, and partner-level, at a price point designed for where you are right now.

Apply for the Program →

How the application process works

The Premier Books Program is application-based. Not every business is the right fit, and that's intentional. Here's what happens from the moment you apply to the day onboarding begins.

1
Review Requirements
Read the qualification criteria below. The program has strict eligibility guidelines to keep engagements simple and effective for everyone in it.
2
Submit Application
Complete the short application form. It covers your business type, revenue range, accounts, and goals. Takes about 5 minutes.
3
Application Review
Applications are reviewed against program criteria. You will receive a decision within 2 to 3 business days of submission.
4
Consultation Call
If approved, you will schedule a 30-minute call with Zuri to confirm fit, walk through your tier and pricing, and answer any questions.
5
Sign & Pay Setup Fee
Sign your 12-month agreement and pay the one-time setup fee. QuickBooks Capital financing options are available if needed.
6
Onboarding Begins
Your books are set up, connected, and in motion. Monthly bookkeeping starts the following billing cycle.

Two tiers. One standard of precision.

Your tier is determined by the number of accounts that need to be maintained and your business structure. Both tiers receive the same quality of service . The difference is scope and complexity.

Solo Books
Solopreneur · 1 Account
Tier 1
Month 1 Setup Fee
One-time, due at signing
$900
Months 2-12 Monthly
Billed monthly, 11 payments
$300/mo
  • 1 bank or credit card account maintained
  • Monthly transaction categorization
  • Monthly reconciliation
  • P&L and Balance Sheet reports
  • TPF Monthly Clarity Summary
  • 24/7 email support
  • Direct access to Zuri
QuickBooks Capital financing available for setup fee
Growth Books
Partnership or Small Team · Up to 3 Accounts
Tier 2
Month 1 Setup Fee
One-time, due at signing
$1,000
Months 2-12 Monthly
Billed monthly, 11 payments
$400/mo
  • 2 to 3 bank or credit card accounts maintained
  • Monthly transaction categorization
  • Monthly reconciliation across all accounts
  • P&L, Balance Sheet, and Cash Flow reports
  • TPF Monthly Clarity Summary
  • 24/7 email support
  • Direct access to Zuri
QuickBooks Capital financing available for setup fee

Program Terms

  • Month 1 is the setup fee only. Monthly bookkeeping begins in Month 2 and continues through Month 12.
  • A signed 12-month agreement is required before onboarding begins. This is a commitment on both sides.
  • At the end of the 12-month term, clients may graduate to standard TPF pricing or exit the program. No automatic renewals.
  • True Pathway Financials reserves the right to terminate services at any time. If termination occurs, no charge will be applied for the month in which services are terminated.
  • QuickBooks Capital financing options may be available to eligible clients for the setup fee. This is a QuickBooks product and is not administered by TPF.

You qualify if…

  • ✦ Your business is service-based with no physical products or inventory
  • ✦ Your annual revenue is under $100,000
  • ✦ You have been in business 3 years or less
  • ✦ You have 3 or fewer bank or credit card accounts that need to be maintained
  • ✦ You are a solopreneur, partnership, or team of 3 or fewer people
  • ✦ You have no W-2 employees on payroll (1099 contractors are fine)
  • ✦ Your revenue model is simple and straightforward
  • ✦ You are willing to use QuickBooks Online
  • ✦ You can commit to a full 12-month engagement

You do not qualify if…

  • ✕ You have W-2 employees on payroll
  • ✕ You have more than 3 financial accounts that need maintenance
  • ✕ Your business involves physical product sales or inventory
  • ✕ Your annual revenue is at or above $100,000
  • ✕ You have been in business more than 3 years
  • ✕ Your revenue streams are multiple or complex
  • ✕ You have outstanding IRS issues or back taxes
  • ✕ You are not able to commit to a 12-month agreement

Not sure if you qualify? Send us a message before applying and we will tell you directly.

What happens after you apply

Applications submitted before May 1 will be reviewed starting May 1. You will receive a response within 2 to 3 business days of the review date.

1
Application Submitted
You complete and submit the application form. No documents needed at this stage.
2
Review Period
Your application is reviewed against the program criteria. You will hear back within 2 to 3 business days.
3
Decision Sent
You receive an approval or a respectful decline with a note on why and what to do next.
4
Consultation Call
Approved applicants schedule a 30-minute call with Zuri to confirm details and ask any questions.
5
Sign & Onboard
Sign your agreement, pay the setup fee, and onboarding begins. Your books will be ready within days.

Ready to apply?

Enrollment opens May 1, 2026. Submit your application now . Spots are limited and applications are reviewed in the order they're received. Early applicants get first consideration.

Submit Your Application →

Questions before you apply? Book a free call with Zuri