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Choose your pricing plan
Core Compliance
400$Every monthIdeal for professional service businesses and small organizations that need reliable, tax-ready bookkeeping.Â- Monthly bank and credit card reconcillations
- Transaction review and categorization
- Standard financial reports (P&L, Balance Sheet)
- QuickBooks Online support and maintenance
- Email Support during business hours
- Best for solo professionals & small-service based businesses
- Businesses without payroll or with simple structures
Business Operations
700$Every monthDesigned for growing businesses and contractors that require additional oversight and operational support.Â- Everything in Core Compliance
- Payroll review and reporting support
- Owner compensation tracking
- Sales tax or local compliance review (as applicable)
- Quarterly check-in to review financials
- Best for contractors, professionals, and trades
- Business with employees or regular payroll
- Owners who want clearer insight into cash flow & operations
Advisory Lite
1,000$Every monthFor established businesses that want bookkeeping combined with higher-level financial oversight and proactive support.Â- Everything in Business Operations
- Enhanced financial reporting and KPI tracking
- Entity and structure considerations
- Priority support and clean-up coordination
- Ongoing advisory-style guidance
- Best for law firms and multi-entity businesses
- Owners who want hands-on financial clarity
Monthly Retainer
2,000$Every monthClient Specific, agreed upon discount code is provided to match service renderedÂ
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