Simple, fixed-fee pricing
No hidden charges. No surprises. Choose the services that fit your business.
Monthly Bookkeeping
|
Strategic
$1,495/mo
Approx. 15 hours / month
Established businesses or those with complexity who want proactive support, better reporting, and a trusted partner. |
Growth
$825/mo
Approx. 10 hours / month
Growing businesses with higher transaction volume or multiple accounts that need more visibility and consistent support. |
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|---|---|---|---|
| Core Bookkeeping | |||
| Account reconciliations | ✓ | ✓ | ✓ |
| Categorization of income & expenses | ✓ | ✓ | ✓ |
| Monthly financial statements | P&L, Balance Sheet, Cash Flow, Executive Summary | P&L, Balance Sheet, Cash Flow | P&L, Balance Sheet |
| Chart of Accounts maintenance | ✓ | ✓ | ✓ |
| Month-end adjustments (as needed) | ✓ | ✓ | ✓ |
| Ongoing QuickBooks maintenance | ✓ | ✓ | ✓ |
| Reviews & Support | |||
| Monthly review meeting via Zoom | 2 30-min or 1 1-hr meeting | 1 30-min meeting | Email only |
| Quarterly check-in | ✓ | ✓ | ✓ |
| Year-end check-in | ✓ | ✓ | ✓ |
| Priority month-end close | ✓ | – | – |
| Email support | Same business day (8am–5pm EST) | 1–2 business days (8am–5pm EST) | 2–3 business days (8am–5pm EST) |
| CPA or tax preparer coordination | ✓ | ✓ | ✓ |
| Third-party issue liaison (QuickBooks, Gusto, etc.)* | ✓ | – | – |
| Scope & Limits | |||
| Transactions / month | Up to 300 transactions | Up to 200 transactions | Up to 100 transactions |
| Checking / savings / credit card / POS accounts | Up to 12 | Up to 8 | Up to 4 |
| Loans / lines of credit | Up to 5 | Up to 3 | Up to 1 |
| Optional Add-Ons | |||
| Classes, locations, or projects tracking | +$200/mo | +$150/mo | +$100/mo |
| Accrual basis | +$200/mo | +$150/mo | +$100/mo |
*If an issue with QuickBooks Online, Gusto, or another third-party provider needs to be resolved, we get on the call with their support team directly so you don’t have to.
Invoice Management
All tiers include recurring setup, QBO recording, monthly summaries, and troubleshooting.
High volume?
More than 120 invoices/month?
Bill Management
All tiers include recurring setup, QBO recording, monthly summaries, and troubleshooting.
High volume?
More than 120 bills/month?
Payroll Management
Accurate, on-time payroll. Select your team size — choose frequency when you add to cart.
Beyond the books — strategic support
When your business is ready to go deeper, we offer advisory and connect you with our trusted partners.
Questions, Answered
A few things clients ask most often. Don’t see yours? Just reach out.
Do I need to sign a long-term contract?
No. All of our monthly services are month-to-month — there’s no long-term contract to sign. You can cancel anytime with 30 days’ notice.
Is QuickBooks Online included in the price?
No. Software subscriptions like QuickBooks Online aren’t included in any package. You’ll subscribe directly with the provider, and we’ll do all the work inside your existing account.
How does the bundle discount work?
Add 1 Monthly Bookkeeping plan plus additional services to your cart: 1 additional service gets you 10% off, 2 gets you 15% off, and 3 gets you 20% off — applied automatically at checkout, for the life of your subscription.
What if my transaction volume goes over my plan’s limit?
We’ll always reach out before any additional charges apply — never a surprise invoice. If you’re consistently going over, we’ll help you find the tier that actually fits.
Do I need Bookkeeping Clean-Up before starting Monthly Bookkeeping?
Only if your books are behind. The $395 Diagnostic Review tells us exactly what shape things are in, and that fee is credited toward either a Clean-Up project or a Monthly Bookkeeping engagement if you move forward within 30 days.
Can I change or upgrade my plan later?
Yes, anytime. As your business grows, you can upgrade to a higher tier or add services like Payroll or Invoice Management whenever it makes sense.
What industries do you work with?
We specialize in service-based businesses — from home services and consultants to health & wellness, real estate, and other professional services.