Package Pricing

Pricing packages illustrate a starting point and can be customized to add or remove services based on your unique needs and budget.

Mini

For startups or micro-businesses needing basic services.

From $275/month

    • Cloud based bookkeeping in QuickBooks Online.

    • Up to 25 transactions per month.

    • Up to 2 bank or credit card accounts.

    • Weekly status update.

    • Month-end reconciliation of bank and credit card accounts.

    • Determine asset schedules and taxes due.

    • Financial statements PDF package -

      • Balance Sheet

      • Income Statement (Profit & Loss)

      • Statement of Cash Flows.

    • Custom month-end overview video - 10 minutes.

    • Year end wrap up and tax ready statements.

    • Unlimited email, text and phone support to client.

    • Support to client’s CPA as needed.

    • Up to 30 minutes of Zoom support per month.

    • Highlight key areas of financial statements.

    • Identify upcoming cash flow concerns and opportunities.

    • Custom performance analytics.

Basic

For sole-proprietors or small businesses for basic services.

From $485/month

    • Cloud based bookkeeping in QuickBooks Online.

    • Up to 100 transactions per month.

    • Up to 2 bank or credit card accounts.

    • Weekly status update.

    • Month-end reconciliation of bank and credit card accounts.

    • Determine asset schedules and taxes due.

    • Financial statements PDF package

      • Balance Sheet

      • Income Statement (Profit & Loss)

      • Statement of Cash Flows.

    • Custom month-end overview video - 20 minutes.

    • Year end wrap up and tax ready statements.

    • Unlimited email, text and phone support to client.

    • Support to client’s CPA as needed.

    • Up to 1 hour of Zoom support per month.

    • Highlight key areas of financial statements.

    • Identify upcoming cash flow concerns and opportunities.

    • Custom performance analytics.

Monthly Add-On Services

  • Bi-weekly payroll processing, direct deposit, file and pay payroll taxes.

    • Up to 10 employees per month: $175

    • Up to 15 employees per month: $450

    • Up to 25 employees per month: $700

  • Digital bill pay, acquire payment approvals, enter and process bills.

    • Up to 10 bills per month: $75

    • Up to 25 bills per month: $190

    • Up to 50 bills per month: $375

    • Up to 100 bills per month: $750

  • Digitally create and submit customer invoices and record payments and deposits.

    • Up to 10 invoices per month: $75

    • Up to 25 invoices per month: $190

    • Up to 50 invoices per month: $375

    • Up to 100 invoices per month: $750

    • Additional consulting hours: $90 per hour

    • Research and project analysis: $90 per hour

    • Inventory tracking: Quoted at consultation

Prime

For medium businesses needing added advisory and support.

From $850/month

    • Cloud based bookkeeping in QuickBooks Online.

    • Up to 200 transactions per month.

    • Up to 4 bank or credit card accounts.

    • Weekly status update.

    • Month-end reconciliation of bank and credit card accounts.

    • Determine asset schedules and taxes due.

    • Financial statements and Executive Summary

      • Balance Sheet,

      • Income Statement (Profit & Loss)

      • Statement of Cash Flows.

    • Custom month-end overview video - 30 minutes.

    • Year end wrap up and tax ready statements.

    • Unlimited email, text and phone support to client.

    • Support to client’s CPA as needed.

    • Up to 2 hours of Zoom support per month.

    • Highlight key areas of financial statements.

    • Identify upcoming cash flow concerns and opportunities.

    • Custom performance analytics.

    • Annual budget guidance.

Pro

For higher volume businesses needing more robust services.

From $1475/month

    • Cloud based bookkeeping in QuickBooks Online.

    • Up to 400 transactions per month.

    • Up to 6 bank or credit card accounts.

    • Weekly status update.

    • Month-end reconciliation of bank and credit card accounts.

    • Determine asset schedules and taxes due.

    • Financial statements PDF package

      • Balance Sheet

      • Income Statement (Profit & Loss)

      • Statement of Cash Flows.

    • Custom month-end overview video - 40 minutes.

    • Year end wrap up and tax ready statements.

    • Unlimited email, text and phone support to client.

    • Support to client’s CPA as needed.

    • Up to 3 hours of Zoom support per month.

    • Highlight key areas of financial statements.

    • Identify upcoming cash flow concerns and opportunities.

    • Custom performance analytics.

    • Annual budget guidance.

    • Special research projects or reporting as requested (subject to mutual approval).

One Time Services

  • Reconcile past month/years, fill in or correct missing data, bring all financials up to date, generate current financial statements.

    For each month behind: $150 to $800 (based on transaction volume).

    • Quoted at consultation.