Services
Monthly Plans
Starter
Starting at $350
* Up to 2 bank/credit card accounts
* 50-75 transactions/month
* Monthly expense categorization
* Monthly Profit & Loss and Balance Sheets
* Email/Phone/Text support
Essential
Starting at $550
* Everything in Starter
* Up to 4 bank/credit card accounts
* Up to 100 transactions/month
* Monthly expense categorization
* Monthly Profit & Loss and Balance Sheets
Growth
Starting at $750
* Everything in Essential
* Up to 6 bank/credit card accounts
* Up to 250 transactions/month
* Monthly review calls
* Priority support
Premium
Starting at $950
* Everything in Growth
* Multi-bank/credit card accounts
* Higher transaction volume
* Monthly strategy meetings
* Custom Reporting
* Custom Plans Available *
Add-Ons/One-Time Fee
- QuickBooks Online Cleanup/Catch-up
- $300-$500 per historical month behind
- One-time Project Options
- $750-$3,000 depending on the project complexity
- Payroll Processing
- $150/month (first 5 employees included)
- Add’l $10/month for each employee after the first 5
- Sales Tax Filing
- Starting at $75 depends on filing frequency, number of states and complexity
- New Client Setup/Onboarding Fee
- $250-$500 one-time fee
- Discovery, QBO Setup, Access Setup, Initial Account Review
- $250-$500 one-time fee
*Prices might be different depending on the business’s complexity*
