Services & Pricing
Contact us to receive a quote for a custom package harmonized to your business needs or choose between three standard service tiers.
Custom Package
Starting at $100 / month
Tailored to your specific needs. Contact for an estimate.
Request custom quotePackage 1 — Essentials
$200–$400 / month
- Transaction categorization
- Monthly reconciliations
- Basic financial statements
- 1 monthly update call
- Email support
Package 2 — Standard
$500–$800 / month
- Everything from Essentials
- Accounts receivable tracking
- Accounts payable recording
- Payroll management
- Simple sales tax
- Low 1099 volume
- Receipt management
- Customized monthly reports
Package 3 — Advanced Analytics
$900–$1200 / month
- Everything from Standard
- Asset management/Depreciation
- Inventory/Job costing
- Complex sales tax
- High 1099 volume
- Cash flow forecasting
- KPI dashboard
- Budget vs. actual analysis
- Priority support
Service details
We standardize your chart of accounts, manage bank and credit card accounts, set up transaction rules, categorize historical transactions where appropriate, execute monthly reconciliations, and process receipts. We deliver clean, understandable financial statements each month.
We are Quickbooks ProAdvisors. We are certified in Quickbooks as Level 2 advisors and Payroll Experts. We will not only be able to manage your books and answer all your questions, but teach you how to easily use Quickbooks as well.
We have hands-on experience working in the industries we serve. We manage your books in a manner directly related to the operational requirements of your business whether that be producing American-made manufactured components, serving delicious food, repairing IT systems, or improving safety and environmental performance.
Process flow
Frequently asked questions
Do you provide payroll?
Payroll may be added to your Custom Package or in our Standard/Advanced Packages; we can work with your payroll provider or offer payroll setup via Quickbooks. Ask for details.
How do you handle receipts and attachments?
We can receive attachments through Quickbooks, Google Drive, or through secure client portals you already use. Quickbooks and Google Drive are the easiest and most direct methods to upload receipts.
How long does onboarding take?
Typical onboarding is 1–2 weeks depending on historical data needed and complexity. As a part of onboarding we want to come to your business to get a deeper understanding of your operations.
Request a custom quote or pick a package to get started.
Request a custom quote