The story of your business is in the numbers.
Starter
The starter package is a budget-friendly solution for solopreneurs, freelancers and micro-businesses with simple needs and lower transaction volume.
- Quarterly record-keeping for up to 2 accounts(bank, credit card or third-party processor).
- Up to 50 transactions per month(150 per quarter).
- Basic Profit & Loss and Balance Sheet.
- Communication support via email.
- Client pays any QBO subscription fees.
$250/quarter
Core
The core package suits solopreneurs and freelancers seeking the essential elements of monthly bookkeeping services.
- Monthly record-keeping
- Up to 3 business accounts
- Monthly Financial Statements
- Communication
- Client pays any QBO subscription fees
Starting at $350/ month
Plus
The plus package expands on core services with extras for businesses aiming for enhanced insights into business finances.
- Monthly record-keeping
- Up to 5 business accounts
- Payroll system integration to QBO
- Cash Flow Tracking
- Enhanced Monthly Financial Statements
- Quarterly Financial Summary
- Virtual Financial Results Meeting
- Tax Prep Support
- Client pays any QBO subscription fees
Starting at $775/ month
Advanced
The advanced package includes in-depth services for businesses seeking strategic financial management to support growth.
- Monthly record-keeping
- Up to 7 business accounts
- Payroll Reconciliation and Insights
- Cash Flow Tracking
- Monthly Financial Reporting Package
- Custom Reporting
- Key Performance Indicators
- Budget Creation and Analysis
- Virtual Financial Results Meeting
- Tax Prep Support
- Discounted QBO subscription fee available upon request
Starting at $1,250/ month
*Limited spaces available*
*Important Note About Pricing
Final pricing may be adjusted based on the number of accounts, the volume of transactions, and the complexity of your business. During our consultation, we’ll assess your specific requirements to ensure you receive the best service for your needs.
Clean-Up/Catch-Up
This service takes messy and incomplete books and transforms them into complete, accurate and tax ready.
- Perform a paid diagnostic review to assess the current health of client’s books and get a clear scope of work.
- Report Findings & Recommendations
- Perform Clean-up based on findings(upon client approval).
*Custom Pricing Based On Your Specific Needs*
Bookkeeping Set-Up
When you’re ready to upgrade from tracking your business finances using spreadsheets and sticky notes to an accounting system.
Starting at $595
Accounting Advisory
Advisory offers specialized services and recommendations aimed at assisting business owners in reaching their financial and operational objectives.
Starting at $1,500
*Final pricing is based on your specific needs after a consultation*
Contractor Compliance
This service simplifies tax compliance for businesses by managing vendor/contractor documentation and filing requirements.
- Collect W9s from vendors/contractors
- E-file 1099 MISC/NECs with the IRS
- E-delivery of 1099 MISC/NECs to vendors/independent contractors
- Annual pre-filing reconciliation of vendor/contractor payments
- It is the client’s responsibility to comply with IRS requirements as it relates to collecting W9s.
$150 flat fee for first 5 forms*
Tax preparation and planning
Payroll Processing
Legal and Investment Advice
Assurance Services
On-site bookkeeping
Clerical or Administrative Services
