Choose the support that fits your business.
We confirm scope before work begins.
A second person reviews the work done and looks through the financials for figures that appear out of place. This is not a deep investigation, an audit, or assurance work.
New or low-volume businesses getting the basics right.
$300 /month
Growing businesses that need inventory & reporting.
$450 /month
Mature businesses needing full month-end close.
$600 /month
Tailored accounting and reporting needs.
Call for quote
Service | Starter | Scaling | Established | Custom |
|---|---|---|---|---|
Entry & categorization of income & expenses | ✓ | ✓ | ✓ | ✓ |
Bank reconciliations | ✓ | ✓ | ✓ | ✓ |
Credit card / loan reconciliations | ✓ | ✓ | ✓ | ✓ |
Inventory tracking through software | — | ✓ | ✓ | ✓ |
Other balance sheet reconciliations | — | — | ✓ | ✓ |
Custom inventory tracking | — | — | — | ✓ |
Year-end closing & entries | ✓ | ✓ | ✓ | ✓ |
Package prep for tax preparer | — | ✓ | ✓ | ✓ |
Month-end closing & adjusting entries | — | — | ✓ | ✓ |
Fixed asset tracking | — | — | ✓ | ✓ |
Service | Starter | Scaling | Established | Custom |
|---|---|---|---|---|
Income statement | ✓ | ✓ | ✓ | ✓ |
Balance sheet | — | ✓ | ✓ | ✓ |
Cash flows | — | — | ✓ | ✓ |
owners’ equity (corporation) | — | — | — | ✓ |
Other comprehensive income | — | — | — | ✓ |
Custom financial package | — | — | — | ✓ |
Monthly limit | Starter | Scaling | Established | Custom |
|---|---|---|---|---|
Transactions entered / categorized | 100 | 300 | 400 | Custom |
Bank, credit card & loan reconciliations | 4 | 5 | 6 | Custom |
Inventory items | 0 | 10 | 30 | Custom |
Other balance sheet reconciliations | 0 | 0 | 4 | Custom |
Fixed assets tracked | 0 | 0 | 10 | Custom |
Add receivables, payables, or both — billed monthly. Mix with any bookkeeping package.
Light-touch tracking and aging visibility.
$10 /month for A/P or A/R
$15 /month for both
Regular reminders to keep your cash moving.
$20 /month for A/P or A/R
$35 /month for both
Full hands-off processing of invoices & bills.
$100 /month for A/P or A/R
$180 /month for both
Higher volume or tailored A/P·A/R workflows.
Call for quote
Monthly frequencies apply separately to each purchased function. A/P-only processing and A/R-only processing apply only when that function is purchased.
Service | Core | Standard | Enhanced | Custom |
|---|---|---|---|---|
Preparation of aging summaries | ✓ | ✓ | ✓ | ✓ |
A/R payment reminders | ✓ | ✓ | ✓ | ✓ |
A/P payment / billing reminders | ✓ | ✓ | ✓ | ✓ |
Full-scale A/R processing | — | — | ✓ | ✓ |
Full-scale A/P processing | — | — | ✓ | ✓ |
Monthly limit | Core | Standard | Enhanced | Custom |
|---|---|---|---|---|
Aging summaries per function | 1 | 2 | 4 | Custom |
A/R payment reminders | 1 | 2 | 4 | Custom |
A/P payment reminders | 1 | 2 | 4 | Custom |
A/P payment runs | 0 | 0 | 2 | Custom |
Invoices prepared | 0 | 0 | 50 | Custom |
Bills entered & paid | 0 | 0 | 50 | Custom |
Additional services
Fixed-fee, hourly, and quoted services
Item | Price |
|---|---|
Initial setup, per jurisdiction | $20 |
Software setup, per jurisdiction | $20 |
Return submission, per filing | $20 |
Item | Price |
|---|---|
Base fee | $50 |
Per form prepared | $5 |
Rush fee | +$100 |
Rush fee applies to any 1099 info provided after Jan 31.
$50/hour
Call for quote
Call for quote
Tell us which payroll system you use. We’ll review your setup and confirm whether we can support it before committing to the work.
Zoho
QuickBooks Online
QuickBooks Desktop
QuickBooks Desktop Enterprise — manufacturing experience
SAP
NetSuite
Sage
Xero and FreshBooks: We have not used these platforms previously. Discuss your needs with us so we can assess fit before accepting the work.
Bringing overdue books up to date is cleanup work, scoped separately from ongoing bookkeeping.
A second person reviews the work done for figures that look out of place. It is not a deep investigation, an audit, or assurance work.
Transaction volume, account count, inventory, record condition, and additional work. Confirm scope before the engagement begins.