Services & Rates

Three services. Three plans. Zero surprises.

Whether you're setting up QuickBooks, starting fresh, or buried in backlog, there's a plan built for you.

Service 01

Monthly Bookkeeping

Your books, kept current every month. We reconcile your accounts, categorize every transaction, and deliver clean financial statements you can actually understand.

  • Monthly bank & credit card reconciliation
  • Transaction categorization
  • Profit & Loss, Balance Sheet, Cash Flow
  • Monthly close by the 15th
  • Year-end CPA-ready package
Service 02

Cleanup or Catch-up

Behind on your books? We specialize in untangling years of messy transactions — reconciling, recategorizing, and getting you tax-ready in weeks, not months.

  • Full historical reconciliation
  • Chart of accounts cleanup
  • Uncategorized transaction review
  • Prior-year financial restatement
  • Flat-rate quote after free diagnostic
Service 03

QuickBooks Setup

A strong setup makes everything easier later. We configure QuickBooks Online for your business so your books are structured correctly from day one.

  • QuickBooks Online account setup
  • Custom chart of accounts for your industry
  • Bank and credit card feed connections
  • Opening balance & vendor configuration
  • One-time flat-rate quote after consultation
Rates

Transparent monthly pricing

No hidden fees. No hourly surprises. Just predictable, flat-rate plans that scale with your business.

Essential

$300/mo

Perfect for solo founders and freelancers needing basic compliance.

  • Up to 3 bank/credit accounts
  • Monthly reconciliation
  • Monthly reports
  • Quarterly reports
  • Email support
  • AR/AP administration is not included
  • QuickBooks Online subscription not included
Choose Essential
Popular

Professional

$600/mo

Comprehensive support for growing teams with multi-channel revenue.

  • Up to 5 bank/credit accounts
  • Up to $100k monthly expenses
  • Weekly transaction review
  • Accounts Payable management
  • Monthly video growth call
  • Priority email support
Choose Professional

Premium

$1,000/mo

Elite financial partnership for scaling businesses and complex entities.

  • Unlimited accounts
  • Custom volume & multi-entity
  • AR/AP management
  • Cash flow forecasting
  • CFO-level insights & budgeting
  • Dedicated Slack channel
Choose Premium

Need a custom plan or have more than $100k/mo in expenses? Get in touch — we'll build a quote that fits.