Pricing
Flat-fee monthly options.
The tier is determined by scope of work. Final pricing depends on transaction volume, account complexity, reporting needs, service scope, and the current condition of the books.
Essentials
Accurate, current, dependable books.
- QuickBooks Online ledger management
- Bank and credit card reconciliations
- Balance Sheet and Profit and Loss statements
- Secure digital document attachment
- Email support during stated support hours
- Monthly close status visibility
Professional
RecommendedUnderstand what is happening inside the business and what deserves attention.
- Everything in Essentials
- Financial and expense trend analysis
- Annual 1099 contractor document preparation
- Quarterly strategy and performance calls
- Priority email and messaging response
- Plain-English financial commentary
- Quarterly Financial Health Score
Premium
Plan, forecast, and make more confident financial decisions.
- Everything in Professional
- Annual business budgeting and forecasting
- Monthly KPI tracking
- Monthly virtual strategy reviews
- Variance analysis
- Cash-flow analysis
- Scenario planning
- Financial decision support
Add-ons: Accounts Payable Support and Accounts Receivable Support at custom pricing. Cleanup work is separately quoted.