MONTHLY ACCOUNTING PLANS
essential
Starting at
$400
Essential bookkeeping and monthly financial reporting for small businesses with straightforward activity.
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Monthly transaction categorization
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Bank and credit card reconciliations
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QuickBooks Online support
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Basic monthly review
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Profit & Loss statement
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Balance Sheet
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Identification of unclear or unusual transactions
Best for: Solopreneurs, Freelancers, Consultants, and Small Businesses with straightforward monthly activity.
Enhanced
Starting at
$650
Expanded monthly accounting support for growing businesses with more activity, and a need for better financial visibility.
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Everything in Basic
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Additional account reconciliations
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Basic financial review
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Loan and credit card activity tracking
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Owner contribution and distribution tracking
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Month-end summary
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Review of unusual or inconsistent activity
Best for: Growing businesses with moderate activity, multiple accounts, loans, or more detailed reporting needs.
MOST POPULAR
executive
Starting at
$950
Deeper financial review, cash flow insights, and more hands-on guidance.
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Everything in Growth
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Dedicated Accountant
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Expanded financial statement review
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Cash flow review
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Balance sheet account review
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Monthly or quarterly review discussion
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Up to 3 hours consulting
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Recommendations for improving bookkeeping processes
Best for: Established businesses that want require in-depth reports with clear financial insides and more personal support.
Enterprise
Starting at
Custom
Comprehensive support for businesses that need bookkeeping, AP/AR support, payroll support, and ongoing financial review.
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Everything in Premium
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Dedicated Controller
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Accounts payable support
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Accounts receivable support
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Payroll processing support
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Monthly financial review
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Up to 4 hours of consulting
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Ongoing QuickBooks Online maintenance
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Review of financial activity and account balances
Best for: Businesses that require full service accounting, including AP/AR support, payroll processing, and monthly financial reviews.
PROJECT-BASED ACCOUNTING SERVICES
Startup Accounting Foundation
Starting at
$500
Set up the right financial foundation giving your business confidence and accurate records from the start.
- QuickBooks Online Setup or Review
- Chart of Accounts Setup
- Beginning Balance Review
- Startup Cost Tracking
- Bookkeeping Workflow Setup
Quickbooks Implementationor transition
Starting at
$750
Smooth QuickBooks Setup or Transition for clean, accurate financials and efficient workflows.
(We can work with any system)
- QuickBooks Online Company Setup
- Chart of Accounts Setup or Cleanup
- Beginning Balance Review
- Transition Support
- Recurring Workflow Setup
Account
Clean up
and Review
Starting at
$65
/hour
Clean up your books and ensure your financials are accurate and decision-ready, giving you clear financial insight
- Identify Misclassified Transactions
- Remove Duplicate Transactions
- Catch Up Bank Reconciliations
- Accounts Cleanup & Review
- Detail Financial Statements & Notes
Additional Services
• Sales Tax Filings & Compliance
• Payroll Processing & Support
• 1099 Fillings & Support
• QuickBooks Online Support
• Internal Controls Review
• Fractional Controller / CFO
• Business Valuation Consulting
• Accounts Payable Services
• Tax Return Filings
PRICING DISCLAIMER
All prices are starting rates. Final pricing may vary based on transaction volume, number of accounts, cleanup needs, account complexity, reporting requirements, and the level of support requested. A customized quote will be provided after reviewing your business needs.