Services
BOOKKEEPING
Manage day to day transactions, reconcile accounts regularly,
and deliver accurate financial statements on schedule. All tier
fees include Quickbooks Online subscription, but are exclusive
of other app subscription fees that we may recommend.
STARTER
(1-50 monthly transactions).
Financials delivered by the
25th of following month.
Not eligible for custom add-ons.
$149/mo..
BUILDER
(50-150 monthly transactions).
Financials delivered by the
25th of following month.
Eligible for add-ons.
$249/mo.
PRO
(150-400 monthly transactions).
Financials delivered by the
15th of the following month.
Eligible for add-ons.
$349/mo.
PARTNER
(400+ monthly transactions).
Financials delivered by the
15th of the following month.
Eligible for add-ons.
Contact for custom quote.
CLEANUP
Books in a Mess? One-time service for historic reconciliation
of your business’ books using Quickbooks Online. $100/hr.
ACCOUNTING
Need a little more personal attention or custom reports
for your business? We have you covered. This service
level goes a step beyond simple reporting. $100/hr.
CFO
Personal attention from licensed CPA. This service level is for
business owners who need custom advisory services or
reporting/modeling that is specific to their business. $200/hr.
CUSTOM ADD-ONS
Payroll
Bill Pay
Start Now.
It's easy to get started! Let's schedule a time to chat with a licensed CPA, who will start putting together your plan today!