Services & Pricing

Simple, Transparent Pricing

No hidden fees — just accurate bookkeeping, delivered every month.

QuickBooks Online ProAdvisor Level 1 Certified WGU Fundamentals of Accounting Certificate

Monthly Bookkeeping Packages

Not sure which fits? We'll point you to the right plan on your free consultation call.

Essential

The Essential Ledger

For solo-preneurs & freelancers

$200 /month+

Up to 50 monthly transactions

  • Recording & categorizing income and expenses
  • Reconciling up to 2 bank and credit card accounts
  • Monthly Profit & Loss and Balance Sheet
  • Annual year-end tax package for your CPA
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Most Popular

Growth

The Growth Ledger

For the growing business

$500 /month+

Up to 150 monthly transactions

Everything in Essential, plus:

  • Reconciling up to 5 accounts (including PayPal/Stripe)
  • Accounts Receivable & Payable management (estimates, purchase orders, invoices, payments)
  • 1099 filings for up to 10 contractors
  • Monthly Cash-Flow Statements
  • Quarterly reviews
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Strategic

The Strategic Ledger

For established & high-growth businesses

$1,200 /month+

Up to 400 monthly transactions

Everything in Growth, plus:

  • Reconciling up to 10 accounts
  • Monthly advisory call with financial goal tracking
  • Cash flow forecasting & budget-to-actual analysis
  • Advanced support: Inventory, Multi-channel, or Multi-entity
  • 1099 filings for up to 25 contractors
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*Final pricing is based on the complexity and volume of your specific business.* Schedule a free consultation for a custom quote.

One-Time Services

Specialized Services

Project-based engagements to get your finances organized and set up right

New Business QBO Setup

$150+

Perfect for new businesses starting fresh with QuickBooks Online

  • Customized Chart of Accounts setup
  • Bank feeds & third-party app integration (Stripe, PayPal, Shopify)
  • Guided walkthrough of the platform

QBO Clean-Up & Catch-Up

$250+

Best for businesses behind on their books or facing a messy QBO file

  • Full diagnostic of your QuickBooks Online account
  • Reconciliation of past months/years to bring data current
  • Chart of Accounts organized for tax-readiness

Financial Health Diagnostic

$150+

A deep-dive audit for businesses who want a clear picture of their books

  • Deep-dive audit of your existing books
  • Written report on errors & missed deductions
  • Efficiency improvement recommendations

Add-Ons

Specialized Add-Ons

Additional services we provide

Payroll Processing

Running payroll, managing employee information, and payroll taxes

Inventory Tracking

Keeping inventory levels current and keeping track of Cost of Goods Sold (COGS) alongside your bookkeeping

Automated workflows

We build custom workflows and dashboards to make your bookkeeping more efficient

Not Sure Which Package Is Right for You?

Book your free consultation and we'll evaluate your processes and needs to recommend the best fit.

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