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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.

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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.

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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
    ✓ Straightforward income and common credits

Standard

Personalized Quote

For itemized deductions, routine investment sales, or sole proprietor income and expenses.

    ✓ Everything in Basic
    ✓ Itemized deductions
    ✓ Routine investment sales
    ✓ Self-employment income and expenses

Complex

Personalized Quote

For rental properties, depreciation and more involved individual tax situations.

    ✓ Everything in Standard
    ✓ Rental income and expenses
    ✓ Rental depreciation and asset review

* $299 applies only to Basic returns. Standard and Complex returns are quoted separately and may cost substantially more. Your fee is confirmed before preparation begins. Additional states and bookkeeping cleanup are quoted separately.

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