Services & Pricing

Simple, Transparent Pricing

Every package is built on QuickBooks Online and tailored to grow with your business. No hidden fees — just expert bookkeeping you can count on.

QuickBooks Online ProAdvisor Level 1 Certified WGU Fundamentals of Accounting Certificate

Monthly Bookkeeping Packages

All packages are built on QuickBooks Online

Essential

The Essential Ledger

For solo-preneurs & freelancers

$250 /month+

Up to 50 monthly transactions

  • Recording & categorization of income and expenses
  • Reconciliation of up to 2 bank or credit card accounts
  • Monthly Profit & Loss and Balance Sheet reports
  • Email support with 3-business-day response time
  • Annual year-end tax package for your CPA
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Most Popular

Growth

The Growth Ledger

For small businesses with contractors

$600 /month+

Up to 150 monthly transactions

Everything in Essential, plus:

  • Reconciliation of up to 5 accounts (including PayPal/Stripe)
  • Accounts Receivable & Payable workflow (bills, invoices, payments)
  • 1099-NEC annual filing for up to 10 contractors
  • Monthly Cash-Flow Statement
  • Quarterly 30-minute strategic review call
  • 2-business-day response time
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Strategic

The Strategic Ledger

For established & high-growth businesses

$1,200 /month+

Up to 400 monthly transactions

Everything in Growth, plus:

  • Weekly transaction recording & reconciliation of up to 10 accounts
  • Monthly 1-hour advisory call with financial goal tracking
  • Custom KPI Dashboard development & maintenance
  • Cash flow forecasting & budget-to-actual analysis
  • Advanced support: Inventory, Multi-channel, or Multi-entity
  • Unlimited email with same-day response
  • 1099 filing for up to 25 contractors
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All prices listed as "starting at." Final pricing is based on the complexity and volume of your specific business. Schedule a free consultation for a custom quote.

One-Time Services

Specialized Services

Project-based engagements to get your finances organized and set up right

New Business QBO Setup

$200+

Perfect for new businesses starting fresh with QuickBooks Online

  • Customized Chart of Accounts setup
  • Bank feeds & third-party app integration (Stripe, PayPal, Shopify)
  • 1-hour guided walkthrough of the platform

QBO Clean-Up & Catch-Up

$250+

Best for businesses behind on their books or facing a messy QBO file

  • Full diagnostic of your QuickBooks Online account
  • Reconciliation of past months/years to bring data current
  • Chart of Accounts organized for tax-readiness

Financial Health Diagnostic

$250+

A deep-dive audit for businesses who want a clear picture of their books

  • Deep-dive audit of your existing books
  • Written report on errors & missed deductions
  • Efficiency improvement recommendations

Add-Ons

Specialized Add-Ons

Enhance any monthly package with these additional services

Payroll Processing

Full-service payroll integration with Gusto or QuickBooks

Inventory Tracking

Managing complex stock levels and Cost of Goods Sold (COGS)

Departmental Tracking

Classify income & expenses by location, project, or team

Not Sure Which Package Is Right for You?

Schedule a free consultation and we'll recommend the best fit based on your business size, industry, and goals.

Schedule Your Free Consultation