Price list

Bookkeeping Packages Designed for Your Growth

Whether you're just getting started or catching up on overdue books, our services are designed to meet you where you are.

Clean up projects are completed first, followed by ongoing monthly bookkeeping to keep everything running smoothly.

Not sure where you fall? Schedule a consultation and we'll find the best fit for your business.

Starter Package (Launch Stage)

Best for: New business owners getting set up
 Transaction Range: Up to 100 transactions/month
 Price: Starting at $300/month

Includes:

  • QuickBooks Online setup
  • Chart of Accounts creation (customized to business)
  • Monthly transaction categorization
  • Monthly bank & credit card reconciliation (up to 2 accounts)
  • Monthly financial reports:
    • Profit & Loss
    • Balance Sheet
  • 1 monthly check-in (email or call)
  • Email support (48-hour response time)

Important Boundaries:

  • Cleanup work not included (quoted separately)
  • Additional accounts: extra fee
  • Weekly calls: add-on

Standard Package (Established Stage)

Best for: Businesses already operating and needing consistency
 Transaction Range: 101–250 transactions/month
 Price: $450–$550/month

Includes everything in Starter, PLUS:

  • Up to 3 accounts (bank + credit cards)
  • Monthly financial insights summary (simple breakdown of numbers)
  • Priority email support (24–48 hours)
  • 1 monthly strategy/check-in call

Optional Add-Ons:

  • Weekly check-ins
  • Accounts payable/receivable support
  • Cleanup work not included (quoted separately)

Growth Package (Scaling Stage)

Best for: Growing businesses that want clarity + support
 Transaction Range: 251–400 transactions/month
 Price: $650–$800/month

Includes everything in Standard, PLUS:

  • Up to 4–5 accounts
  • Monthly cash flow overview
  • Categorization review for accuracy + optimization
  • Basic KPI tracking (revenue trends, spending habits)
  • 2 monthly calls (or bi-weekly check-ins)
  • Faster support response time
  • Cleanup work (2 months free)

Pro Package (High-Level Support)

Best for: High-activity businesses needing ongoing insight
 Transaction Range: 400+ transactions/month
 Price: Starting at $900 - $1,200+/month

Includes everything in Growth, PLUS:

  • Unlimited/negotiated number of accounts
  • Monthly financial review + strategy session
  • Cash flow guidance + trend analysis
  • Ongoing cleanup & accuracy checks
  • Weekly check-ins (optional or included depending on scope)
  • Priority support

Add-ons

  • Weekly Calls: +$100–$200/month
  • Cleanup (Catch-Up Work): Custom quote 
  • Additional Accounts: +$25–$50/account
  • Accounts Payable/Receivable: Custom add-on
  • Payroll Support : Separate pricing

clean up + catch up 

For businesses who are behind or need their books cleaned up before moving forward

✨ What’s Included:

  • Organizing past transactions
  • Categorizing uncoded expenses
  • Reconciling bank & credit card accounts
  • Fixing errors and discrepancies
  • Bringing books up to date

Pricing:

Cleanup projects are custom-quoted based on volume, condition, and timeframe