Pricing
Every business has unique financial needs. We offer flexible service levels designed to match where you are today and scale as you grow.
Essential Bookkeeping
Reliable monthly bookkeeping for small businesses that need accurate financial records without the overhead of in-house staff.
What Is Included
Ideal Business Size
1–10 employees, $0–$500K annual revenue
Est. Monthly Transaction Volume
Up to 150 transactions per month
Onboarding Timeline
1–2 weeks
What Is Not Included
Payroll processing, payroll filing, cash flow forecasting, CFO-level strategy
Software Requirements
QuickBooks Online subscription (Simple Start or Essentials, approximately $30–$60/month)
Response Time Commitment
Email responses within 1 business day. Monthly financials delivered within 10 business days after month-end.
Best Suited For
Startups, sole proprietors, and small businesses with straightforward bookkeeping needs.
Professional Accounting
Comprehensive financial management for growing businesses that need more than basic bookkeeping.
What Is Included
Ideal Business Size
5–30 employees, $250K–$2M annual revenue
Est. Monthly Transaction Volume
150–400 transactions per month
Onboarding Timeline
2–3 weeks
What Is Not Included
Board-level reporting, investor relations support, business valuation, internal control audits
Software Requirements
QuickBooks Online subscription (Plus or Advanced, approximately $90–$200/month). Payroll add-on or Gusto subscription if payroll services included.
Response Time Commitment
Email responses within 4 business hours during business days. Monthly review call included. Financials delivered within 10 business days after month-end.
Best Suited For
Growing businesses with employees, multiple revenue streams, or more complex financial management needs.
Controller & CFO Services
High-level financial leadership for established businesses that need strategic guidance and financial oversight.
What Is Included
Ideal Business Size
10–100+ employees, $1M–$20M+ annual revenue
Est. Monthly Transaction Volume
400–1,500+ transactions per month
Onboarding Timeline
3–4 weeks
What Is Not Included
Audit representation (we prepare records; your CPA handles audit defense), SEC filing preparation, annual return preparation (we provide compliant records to your preparer)
Software Requirements
QuickBooks Online Advanced (approximately $200/month) or equivalent. Additional tools as needed for financial modeling and reporting.
Response Time Commitment
Email responses within 2 business hours during business days. Dedicated account manager. Quarterly business reviews. Financials delivered within 15 business days after month-end.
Best Suited For
Established businesses seeking financial leadership, companies preparing for growth or investment, and organizations needing board-level reporting.
Every Business Is Different
We customize our services based on your transaction volume, industry, and specific needs. Schedule a consultation to discuss a service plan tailored to your business.
Schedule a Free ConsultationFrequently Asked Questions
Answers to common questions about our services and pricing.
Monthly bookkeeping includes transaction categorization, bank and credit card reconciliation, preparation of financial statements, expense tracking, and regular financial reports. The specific scope is determined during the initial consultation based on your transaction volume and needs.
Service pricing is based on your transaction volume, the complexity of your financial operations, and the specific services you need. We provide a clear quote after an initial consultation to understand your business. There are no long-term contracts, and you can adjust your service level as your needs change.
Onboarding typically takes one to two weeks, depending on the condition of your existing financial records and the complexity of your business. During onboarding we set up or optimize your accounting system, connect bank feeds, establish your chart of accounts, and define your monthly reporting package.
Many new clients come to us with books that are several months behind. We assess the scope during the initial consultation and provide a timeline and quote for catch-up work. Most catch-up projects are completed within two to four weeks, at which point we transition to ongoing monthly service.
We work primarily with QuickBooks Online and also support Xero and other major platforms. If you do not currently use accounting software, we will help you select and set up the right solution. If you use a different system, we are happy to evaluate it and discuss compatibility.
We understand that business needs change. You can adjust your service level as your business grows or your requirements shift. We regularly review engagements to ensure the service level matches your current needs.
Yes. Payroll services include processing payroll, calculating and filing required payroll filings, and preparing W-2 and 1099 forms. We ensure timely filings and maintain compliance with federal and state payroll regulations. Sales tracking and filing support are also available.
We use secure, encrypted cloud platforms for all financial data. Access is limited to authorized team members. We maintain strict confidentiality policies and do not share client information without authorization. Secure file sharing is used for all document exchange.
Have More Questions?
Contact us directly to discuss your specific situation and learn how we can help your business.