One-Time Fees
Professional Bookkeeping Priced for Small Businesses
Accurate books, clear financials, and stress-free support handled by experienced professionals.
QuickBooks ProAdvisor Gold
Payroll Certified
Cleanup Specialists
50+ Years Combined Experience
Essentials
Core bookkeeping done right
$300
Starting at:
/mo
per month - billed in advance
WHAT'S INCLUDED
> Monthly bank & credit card reconciliation
> Chart of accounts management
> Monthly P&L and Balance Sheet
> Transaction categorization
> QuickBooks Online maintenance
> Email support
> Up to 3 bank/CC accounts
Best for: New or small businesses with
clean, simple books
$750
Starting at:
/mo
Professional
Everything you need to grow with confidence
WHAT'S INCLUDED
Everything in Essentials, PLUS:
> Accounts Payable (bill pay & vendor
management)
> Accounts Receivable (invoicing &
collections tracking)
> Sales Tax Filing & Compliance
> Up to 6 bank/CC accounts
> Priority email & phone support
> Quarterly financial review call
Best for: Growing businesses managing vendors, clients, and sales tax
Most Popular
per month - billed in advance
Best for: Growing businesses managing vendors, clients and sales tax.
Executive
Full-Service
Your complete financial back office
Starting at:
$1,275
per month - billed in advance
/mo
WHAT'S INCLUDED
Everything in Professional, PLUS:
> Monthly financial review call
> Inventory tracking & COGS
> Up to 10 bank/CC accounts
> Dedicated bookkeeper
Best for: Established businesses needing a complete financial back office
Best for: Established businesses needing a complete financial back office.
Select your monthly transaction volume
Essentials
Professional
Executive
Starter
0-100 trxns/mo
$300
$750
$1,275
Growing
101-300 trxns/mo
$600
$1,400
$1,050
$1,625
Established
301-600 trxns/mo
$900
$2,000
Enterprise
601+ trxns/mo
$1,400
$1,875
$2,500
Required for new clients not currently on QuickBooks Online.
QuickBooks Setup
Account configuration, chart of accounts setup, and onboarding guidance
Simple or complex cleanup of existing data to ensure accuracy before onboarding
Records Cleanup
Modular Specific Setup Add-ons
Accounts Payable Setup
Accounts Receivable Setup
Payroll Setup
Sales Tax Setup
Inventory Setup
Multi-Entity Setup
Personal Services. Professional Results.
Need More? Add Complexity Modules
These are available with any package. Price listed is per month.
QuickBooks Online Payroll Services
Full payroll processing up to 12 employees
$ 250.00
Journal entries and reconciliation only
Payroll Support Only
$ 125.00
Multi-Entity / Intercompany
Separate QB files & reconciliation
$ 300.00
Additional Accounts (11+)
11 or more connected bank/CC accounts
$ 100.00
Cash flow forecasting, KPI dashboard & monthly strategy sessions
Full Advisory (CFO-Lite)
$ 450.00
Full Advisory (Complete)
Everything in CFO-Lite plus annual budgeting & strategic planning
$ 750.00
$ 200.00
$ 200.00
$ 300.00
$ 150.00
$ 350.00
$ 500.00
$ 200.00
$ 350.00
starting at
starting at
Modular Specific Setup Add-ons
Client Onboarding Session
Additional Training Session
$ 150.00
$ 125.00
$300
Starting at:
/mo
Essentials
Core bookkeeping done right
per month - billed in advance
WHAT'S INCLUDED
> Monthly bank & credit card reconciliation
> Chart of accounts management
> Monthly P&L and Balance Sheet
> Transaction categorization
> QuickBooks Online maintenance
> Email support
> Up to 3 bank/CC accounts
Best for: New or small businesses with
clean, simple books