Pricing

Clear, transparent pricing so you know exactly what you’re getting — no surprises, just reliable bookkeeping.

Pricing

Individual Services

Our individual services are designed for flexibility—whether you’re getting started, catching up, or leveling up. Pricing is tailored to the scope and complexity of your needs:

Diagnostic Review starts at a flat fee of $199, which can be credited toward future services if you move forward.
Co-Pilot Bookkeeping is billed hourly, beginning at $200 for the first 2 hours, with additional time at $100/hour.
Catch-up/Clean-up Projects are custom quoted based on the number of months and complexity of your records. We offer flexible payment plans to help spread out the cost.
CFO Services & Consulting start at $3,500, with pricing adjusted based on your business size and goals

Individual Services

Book A Call

Pricing

Service Packages

Each package is powered by QuickBooks Online and includes secure access, detailed reporting, and timely support.

Foundation

Startups, freelancers, solo business owners

$500/month

Transaction categorization
Reconciliations
Monthly reports
1099 filing
Email support within 48 business hours.

Get Started

Growth

Teams with invoicing, payroll, and billing needs

$1,000/month

Everything in Foundation
Payroll, invoice, or bill tracking
Email support within 24 business hours

Get Started

Thrive

Established businesses needing hands-on support

$1,500/month

Everything in Growth
Dedicated account manager
Monthly strategy calls

Get Started

Upscale

Businesses seeking CFO-level financial oversight

$3,000/month

Everything in Thrive
Fractional CFO services
Advanced reporting
Forecasting

Get Started

Feature	Foundation	Growth	Thrive	Upscale
Weekly Income/Expense Tracking	✓	✓	✓	✓
Monthly Reconciliations	✓	✓	✓	✓
Balance Sheet / P&L Reports	✓	✓	✓	✓
Journal Entries	✓	✓	✓	✓
1099 Filing	✓	✓	✓	✓
Invoicing and/or Bill Management		✓	✓	✓
Payroll Management		✓	✓	✓
Class/Project Tracking		✓	✓	✓
Monthly Meetings			✓	✓
Dedicated Account Manager			✓	✓
Fractional CFO Support				✓
Advanced Reporting				✓
Strategic Financial Planning				✓
Email Support within:	48 hrs	24 hrs	24 hrs	24 hrs

Service Packages

Book A Call

Individual Services

Pricing Calculator

We’ve created this helpful calculator for clients to calculate their expenses for our Individual Services. For more detailed information on these services, click the Individual Services button below. You can also click the Book A Call button to be redirected to our Calendly and schedule a meeting.

Bookkeeping Pricing Calculator

Standard Monthly Bookkeeping (SMB)

Selection

Average Number of Transactions per Month

Number of Bank Accounts (e.g. Checking/Savings)

Number of Credit Card Accounts

Number of Other Bank Type Accounts (e.g. Barter/Cash)

Number of POS Systems (e.g. Square/Venmo/PayPal)

Number of Loans/Lines of Credit

Number of Fixed Assets

SMB Total

Add-Ons

Project/Location/Class Tracking

A/R Management/Invoicing

Average Number of Invoices per Month

A/P Bill-Pay Management

Average Number of Bills per Month

Sales/Use Tax Reporting

Number of States How often Sales Tax Is Paid

Payroll Management

Number of Employees How often Payroll is run

Add-Ons Total

One-Time Fees

Accounting Software Set-up

Clean-up/Catch-up

Number of Months Behind or Needing Fixed

One-Time Fees Total

Individual Services

Book A Call

Pricing

Individual Services

Service Packages

Foundation

$500/month

Growth

$1,000/month

Thrive

$1,500/month

Upscale

$3,000/month

Pricing Calculator

Bookkeeping Pricing Calculator

Company Information

Approximate Annual Revenue

Standard Monthly Bookkeeping (SMB)

Selection

SMB Total

Add-Ons

Add-Ons Total

One-Time Fees

One-Time Fees Total

Contact us today for bookkeeping services!

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