Flexible Bookkeeping Plans
Choose support that fits your needs, records and business activity. We will review the services included and confirm the scope, timing and pricing before work begins. Final pricing depends on transaction volume, accounts and complexity. Cleanup and catch-up work are quoted separately. QuickBooks Online setup, training, Desktop migration, cleanup and Fractional CFO engagements receive personalized quotes. Each package is tailored to your business, with services and any optional add-ons confirmed in your personalized quote.

Essential
Starting at $395/month
For businesses with up to 100 monthly transactions total, including 1 bank account and 1 credit card account reconciled each month.
- ✓ Categorization
✓ Bank/credit card reconciliations
✓ Profit & loss and balance sheet
✓ Month-end close
✓ Email support
× Monthly video meeting
× Receipt management
× Payroll processing/tracking
× Accounts payable/receivable
× Custom reports
× Class/project tracking
× CPA coordination
× Job costing
× Cash flow statement
× Fractional CFO
Growth
Personalized Quote
For businesses with 101–200 monthly transactions total, including 2 bank and 2 credit card accounts, plus a 30-minute monthly video meeting.
- ✓ Categorization
✓ Bank/credit card reconciliations
✓ Profit & loss and balance sheet
✓ Month-end close
✓ Email support
✓ 30-minute monthly video meeting
Receipt management — Add-on
Payroll processing/tracking — Add-on
Accounts payable/receivable — Add-on
Custom reports — Add-on
Class/project tracking — Add-on
CPA coordination — Add-on
Job costing — Add-on
Cash flow statement — Add-on
Fractional CFO — Separate quote
Premium
Personalized Quote
For businesses with 201+ monthly transactions, 3+ bank accounts and 3+ credit card accounts, plus a 60-minute monthly video meeting.
- ✓ Categorization
✓ Bank/credit card reconciliations
✓ Profit & loss and balance sheet
✓ Month-end close
✓ Email support
✓ 60-minute monthly video meeting
✓ Receipt management
✓ Payroll processing/tracking
✓ Accounts payable/receivable
✓ Custom reports
✓ Class/project tracking
✓ CPA coordination
✓ Job costing
✓ Cash flow statement
Fractional CFO — Separate quote
Tax Preparation
We offer personalized federal and state tax preparation for individuals, families, self-employed professionals and rental property owners, with support tailored to your filing needs.

Basic
Starting at $299*
For straightforward individual returns with wages, Social Security, retirement income, interest, dividends and common tax credits.
- ✓ Federal Form 1040 and one state return
✓ Tax preparation and review