Flexible pricing at any scale
Whether you're an individual, a small team, or a growing enterprise, we tailor our services and pricing to meet your needs.
Starter
everything to get you started
- Accounting system setup and integration
- Periodic record keeping and account reconciliation
- Financial statement package including P&L and Balance Sheet
Premium
everything in the starter plan and:
- Accounts Receivable management including payment collection
- Accounts Payable management including bill pay processing
- Cash flow monitoring and reporting
Complete
everything in the premium plan and:
- Account fluctuation and trend analysis
- Support in the preparation of your annual financial budget
- Support in preparing periodic financial forecasts for both sales and expense
Compare plans
Each plan starts at the following prices:
Starter
$249 /mo
Premium
$599 /mo
Complete
$899 /mo
Books Setup & Integration
QuickBooks Online created and configured with accounts.
Recordkeeping & Data Entry
Periodic transaction categorization and journal entries.
Bank & Credit Card Reconciliations
Periodic reconciliation of bank and credit card accounts.
Chart of Accounts Maintenance
Continous maintenance of your account structure.
Financial Statements
Periodic financial package including P&L and Balance Sheet.
Secure Client Portal
Convenient and secure client portal with a mobile app.
Accounts Receivable Management
Customer invoices managed and payments collected using QBO.
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Accounts Payable Management
Vendor invoices managed and payments remitted using Bill Pay.
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Cash Flow Management
Cash flow monitoring, forecasting and periodic reporting.
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Fluctuation and Trend Analysis
Fluctuation analysis and trend modeling at the account-level.
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Annual Budgeting
Support the preparation of your annual budget with reporting.
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Periodic Forecasting
Financial statement forecasting and pacing measurement.
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All plans start at the listed price. The price scales up based on the number of monthly transactions and accounts to be reconciled.
Custom reporting & training
Need some extra help?
Whether you need a fully custom-built Excel report using your data or in-depth support with QuickBooks, we've got you covered.
Need Help?
Got a question?
Get your answers
Quick answers to questions you may have. Can't find what you're looking for? Schedule a free consult to learn more.
We offer a flexible month-to-month engagement where you can cancel at any time. No long-term obligations or commitments!
We custom tailor our services to meet your needs. We offer weekly, monthly, and quarterly bookkeeping.
Payment is collected at the beginning of every month for the month of service. We maintain a credit card on file to make it easy and secure.
Our cash management services are white labeled meaning we can communicate with your customers under your brand. This gives your customers a more seamless experience.
If you're looking for extra visibility into parts of your business including operations we can work with your data to model reports out of excel.
Ready to reclaim more time in
your day?
You're just one short meeting away from reclaiming time in your day to focus on growing your business.
