Behind every service a dedicated team of professionals, each bringing their unique expertise and enthusiasm to our business.
| Essentials: $300/month |
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| • Monthly categorization & reconciliation |
| • Basic reports (P&L, balance sheet) |
| • 1 email Q&A/month |
| Standard: $450/month |
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| • All of Essentials |
| • Monthly financial summary email |
| • 30-min check-in call |
| • Sales tax support |
| Full Service: $600/month |
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| • All of Standard |
| • Payroll support |
| • Bill Pay |
| • Weekly transaction checks |
| Premium+: $800-1,000/month |
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| All of Full Service |
| • Cash flow reports |
| • Vendor payment scheduling |
| • Liaison with CPA/tax pro |
| Optional Add-On Services |
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| QuickBooks Setup: $350 |
| Chart of accounts, bank feeds, QBO customization |
| Catch-Up Bookkeeping: $150–$250/month behind For past-due or disorganized records |
| Clean-Up/Triage Session: $200–$500 flat One-time diagnostic and clean-up |
| Quarterly Strategy Call: $175 |
| Cash flow + goal setting for growth Sales Tax Filing Only: $75–$150/month Only if they don’t need full books |
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