Essentials
Starting at
$250/month
Best for: Solo owners and new businesses
- Up to 75 transactions per month
- Up to 2 bank or credit card accounts
- Monthly categorization and reconciliation
- Monthly Profit & Loss and Balance Sheet
- Email support
Pricing
Services & Pricing
Clear, upfront pricing for small businesses. The prices below are starting points. Every business is different, so your exact monthly price is set after a free consultation, once I understand your transaction volume and what you need. No long-term contracts, and you can cancel any time with 30 days’ notice.
Book a free consultationPackages
Monthly packages
Recommended
Growth
Starting at
$450/month
Best for: Established small businesses
- Up to 200 transactions per month
- Up to 4 bank or credit card accounts
- Everything in Essentials, plus:
- Customer invoicing and A/R tracking
- Bill entry, up to 20 bills per month
- Year-end package for your CPA
- Monthly 30-minute review call
Premium
Starting at
$750/month
Best for: Businesses with employees, sales tax, or higher volume
- Up to 400 transactions per month
- Up to 6 bank or credit card accounts
- Everything in Growth, plus:
- Twice-monthly reconciliation
- Bill entry, up to 50 bills per month
- Payroll processing, up to 10 employees*
- Sales tax filing for 1 state
- 1099 preparation
- Class or location tracking
- Monthly 60-minute review call and priority support
*Payroll software subscription is billed to you directly by the provider. Over 400 transactions a month, multiple businesses, or inventory? Ask about a custom quote.
Getting Started
How it works
-
Book a free consultation
A relaxed 30–45 minute call about your business, your current books, and your goals.
-
Get your custom quote
Within 1–2 business days, you’ll receive a written proposal with your exact monthly price. No surprises.
-
Get started
Sign the agreement, connect your accounts, and I’ll take it from there.
Your Quote
What affects your price
Your starting price can change based on a few things:
- How many transactions you have each month
- How many bank, credit card, and payment accounts you use
- Whether your books are up to date or need catch-up work
- Whether you need payroll, sales tax, invoicing, or bill pay
- Extra complexity, such as inventory, multiple locations, or more than one business
Extras
Add-ons and one-time services
Add-ons (monthly)
| Service | Price |
|---|---|
| Extra transactions | $50 per additional 50 |
| Extra bank or credit card account | $25 per account |
| Invoicing and A/R follow-up (Essentials) | From $100/month |
| Bill entry and payment scheduling (Essentials) | From $100/month |
| Payroll processing | From $75/month + $8 per employee |
| Sales tax filing | From $75 per return |
| Year-end CPA package (Essentials) | $150 per year |
| 1099 preparation and filing | $150 for up to 5, then $15 each |
One-time and hourly services
| Service | Price |
|---|---|
| Free consultation | Free (30–45 minutes) |
| Onboarding and account setup | $150 one time |
| Catch-up bookkeeping | From $300 per month behind |
| QuickBooks Online setup and chart of accounts | From $400 |
| QuickBooks cleanup or file review | From $500 |
| QuickBooks training | $65/hour |
| Hourly work outside your package | $65/hour |
FAQ
Frequently asked questions
Why “starting at” prices?
Every business’s books are different. Starting prices give you an honest range up front, and the consultation lets me quote a price that fits your actual workload, so you never pay for more than you need.
Is there a long-term contract?
No. All monthly packages are month to month. You can cancel any time with 30 days’ written notice.
What if my books are behind?
No judgment, it’s very common. Catch-up work is quoted separately as a one-time project, and then your regular monthly package begins.
Can I change packages later?
Yes. As your business grows or changes, you can move up or down a package.
What software do you use?
I’m a QuickBooks Online ProAdvisor. If you’re using something else, we can talk about switching during your consultation.
Do you prepare tax returns?
I don’t prepare income tax returns, but I’ll keep your books clean and send a year-end package to your CPA or tax preparer so tax time goes smoothly.