Rates

Flat Monthly Subscriptions

Ongoing, predictable monthly data-entry and reconciliations.

Basic Tier

($150 – $400/month)

• Up to 50 transactions/month

• Bank & credit card reconciliations (1-2 accounts)

• Monthly Profit & Loss Statement

• Year-end CPA package handoff

Growth Tier

($400 – $800/month)

• Up to 150 transactions/month

• Reconciliations (up to 4 accounts)

• Monthly P&L, Balance Sheet, & Cash Flow Review

• Accounts Payable or Receivable tracking

• Quarterly financial review calls

Premium / Complex Tier

($800 – $2,000+/month)

• 200+ transactions/month

• Unlimited account reconciliations

• Full AP/AR management & bill pay

• Payroll support

• Monthly video strategy call & customized KPI reporting

Add-On Services (Billed Separately)

Catch-Up & Cleanup Bookkeeping: Flat project fee based on months behind
QuickBooks Setup & Optimization: One-time onboarding fee ($300 – $600)
Diagnostic Bookkeeping Review: One-time audit ($200 – $400)

Pricing varies. Additional fees may apply depending on factors such as number of financial accounts, accounting method used, account diagnostic results, and various software integrations.