Join hundreds of owner-managed businesses who rely on us for accurate books, clear financials, and responsive support—so you can focus on running your business with confidence.
- Monthly QBO coding
- Weekly reconciliations
- Monthly P&L & balance sheet
- Payroll & sales-tax option
- Video recap
- Real-time KPI tracking
- Interactive QBO dashboards
- Month-end video walkthrough
- 12-month rolling budgets
- Cash-flow forecast
- Monthly strategy call
- KPI & board deck
Simple, flat-fee packages for every stage. Compare features and choose the right fit for your business.
Prices may vary based on monthly transaction volume.
Essential
Starting at
$350/mo
Core bookkeeping for small and medium sized businesses and solopreneurs.
Includes:
Monthly QuickBooks Online bookkeeping
Bank & credit card reconciliations
Monthly P&L & Balance Sheet
Email support
Month-end video recap
Growth
Starting at
$500/mo
Adds compliance & insights for growing teams.
Everything in Essential, plus:
Payroll prep & support
Sales tax & 1099
Secure receipt-capture app
Custom KPI dashboard
Quarterly check-in call
Scale
Custom Quote
Tailored solutions for complex or high-volume businesses.
Everything in Growth, plus:
Virtual CFO support
Budgeting & cash flow forecasts
KPI tracking & reporting
Dedicated account manager
Priority support
Get clear answers about our bookkeeping, reporting, and support services.
We confirm your monthly transactions, accounts, and add-ons during a 15-min call, then lock in a flat fee.
Absolutely. Historical cleanup is quoted based on how many months (or years) need to be brought current.
You’ll work directly with a dedicated accounting professional who specializes in small business needs.
Service is month-to-month. Cancel any time with 30 days’ notice.
Get accurate, up-to-date books every month—no hassle, no guesswork.
Pay the same fee each month--no hourly rates or hidden charges.
Work with a dedicated pro who knows business and is ready to help.
See your numbers in real time with clear, easy-to-read reports and dashboards.