These prices give you an idea of what to expect. I’ll review your QuickBooks account and provide a quote based on your transaction volume and complexity.
01
Simple
Straightforward books with fewer moving parts.
$500per month
Often a fit for businesses under $500k in annual revenue.
Lower transaction volume and fewer bank or credit card accounts
Business and personal spending clearly separated
Little need for integrations or additional tracking
These are guidelines, not packages to choose from. Revenue is one reference point, not a pricing rule. I determine your monthly fee after reviewing the books, and your quote may differ from these prices.
Every tier includes
The same finished month, whatever your tier.
Tiers change with volume and complexity, not with the quality of the work.
Every month
Reconciled accounts every month
Profit and loss and balance sheet
A written summary and one question list
A person who reviews every month
Every client
Access by invitation, never your password
Your books and software stay in your name
A clean year-end handoff to your tax preparer
A free consultation before anything is agreed
Add as you need
Payroll and advisory.
Added to any tier and priced in the same proposal.