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Choose your pricing plan

  • Essential Support

    179$
    Every month
    Get expert guidance while you handle your books. We review, advise, and keep you on track with monthly check-ins and support — perfect for DIY business owners who want peace of mind.
    Valid for 3 months
    • Monthly review of client-prepared books
    • Up to 1 consultation call per month (30–60 min)
    • Limited email support for bookkeeping questions
    • Basic financial health check & feedback
    • Annual bookkeeping cleanup recommendations

  • Collaborative Care

    499$
    Every month
    +$199 Initial QuickBooks Setup Fee
    Work together with us to manage your books. We handle reconciliations and reporting while you stay hands-on. Perfect for business owners who want expert support and shared control.
    Valid for 6 months
    • Shared responsibility for data entry
    • Monthly bank & credit card reconciliations
    • Profit & loss and balance sheet reports monthly
    • Quarterly financial review meeting
    • Priority email support
    • Sales tax filing assistance (if needed)
    • Light payroll support (optional add-on)
    • QuickBooks program available as an optional add-on

  • Complete Care

    1,199$
    Every month
    +$199 Initial QuickBooks Setup Fee
    Enjoy true peace of mind with fully managed bookkeeping. We handle every detail and deliver accurate reports. Payroll services offered as an additional option to fit your needs.
    Valid for 12 months
    • Full data entry & transaction recording
    • Monthly bank & credit card reconciliations
    • Accounts payable & receivable tracking
    • Monthly profit & loss, balance sheet, and cash flow reports
    • Dedicated monthly strategy meeting
    • Unlimited email & phone support
    • Sales tax preparation and filing
    • Annual financial statement package for tax preparation
    • Priority document handling & reminders
    • QuickBooks program available as an optional add-on
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