$1,200 – $2,000+
/ month
Best for: Growing businesses, multiple accounts, payroll, or complexity
Includes everything in Growth PLUS:
● High transaction volume
● Payroll support or processing
● Cash flow tracking & budgeting
● KPI reporting / deeper insights
● Priority video conference, phone & email support
● Process improvement support
$600 – $1,000
/ month
Best for: Small businesses with steady activity
Includes everything in Starter PLUS:
● Up to ~200–300 transactions/month
● Accounts payable & receivable tracking
● Monthly financial statements (P&L, Balance Sheet)
● Monthly review call
● Clean-up support (minor)
$300 – $500
/ month
Best for: Solo entrepreneurs, very small businesses
Includes:
● Up to ~75 transactions/month
● Bank & credit card reconciliations
● Expense categorization
● Monthly financial summary (basic P&L)
● Data entry (AP & AR)
● Email & MS Teams support
Pricing is based on transaction volume, complexity, and service needs. Custom packages available.
Catch-up / Clean-up: $75–$125 / hour
Payroll Setup /Transfer to New System: $100–$300 / month
1099 / W-2 prep: $15 per form
QuickBooks / Accounting Software Setup: $200–$500 fixed