Essential Bookkeeping
What’s included
Monthly bookkeeping in QuickBooks Online
Transaction categorization & review
Bank and credit card reconciliation
Monthly Profit & Loss and Balance Sheet
Email support included
This plan is a good fit if you:
Earn up to $500,000/year
Have up to 350 transactions per month
Use 1–2 bank or credit card accounts
Run a service-based business
$297/month
QuickBooks Online subscription billed separately.
Growth Bookkeeping
What’s included
Everything in Basic Bookkeeping
Priority monthly review
Monthly Profit & Loss and Balance Sheet, Monthly Cash Flow Statement
Optional monthly check-in (15 minutes)
Email support included
This plan is a good fit if you:
Earn up to $1,000,000/year
Have up to 700 transactions per month
Use up to 4 bank or credit card accounts
Run a service-based or online business
Want faster turnaround
$397/month
QuickBooks Online subscription billed separately.
Premium Bookkeeping
What’s included
Everything in Basic Bookkeeping and Growth
Monthly Profit & Loss and Balance Sheet, Monthly Cash Flow Statement
Bank and credit card reconciliation for complex account structures
Monthly review call (30 minutes)
Priority email support
This plan is a good fit if you:
Earn up to $2,500,000/year
Have up to 1,500 transactions per month
Use up to 6 bank or credit card accounts
Use multiple payment processors
Run a service-based business with subscriptions
Actively review financial reports to make decisions
$597/month
QuickBooks Online subscription billed separately.
One-Time Cleanup / Onboarding
Starting at $300
Payroll Setup
$150 one-time
Payroll Processing
$50 / month (up to 5 employees)
Sales Tax Filing
$75–$150 per filing
Sales Tax Setup / Nexus Review
$250–$500
1099 Preparation & Filing
$20 per form
Additional Strategy Call
$75 / 30 minutes
Custom Reporting / Analysis
$150+ or $100 / hour
AR / AP Support
From $150 / month
Add only what you need — no bundled or hidden fees.