05/05/2026
Starter/Essentials Plan $390/mo
• Data Entry (weekly)
• Bank & Credit Card Account Reconciliation (monthly)
• Bank Account Transaction Download and Classification (weekly)
• Monthly Income Statement and Balance Sheet reports
• Receipt Organization
• 1099 payment tracking
• Monthly Zoom Meeting, 2 prescheduled phone calls a month with bookkeeper
Growing Biz Standard Plan $760/mo
• Everything in Starter/Essentials Plan
• Payroll for up to 5 employees
• 1099 Contractor Payment Tracking
• New employee payroll onboarding
• Budget and Budget vs. Actuals Report
• Invoicing
• Managing Accounts Receivable
• Year-end tax ready documents
• Weekly 15 minute phone call, once a month in person or Zoom meeting with bookkeeper
Premium Plan starting at $880/mo
• Everything in Standard Plan
• Payroll for 6 to 10 employees and 1099 contractors
• Complete 1099 and 1096 report preparation for IRS
• One additional meeting by Zoom per month and additional phone calls when issues arise
A La Carte Services
• Data Management Reports
• Fractional Financial Analysis
• Creative Brainstorming Sessions
• Certified Payroll
• Virtual
• QuickBooks Training
Clean Up Package
With quotes starting at $100 per month of cleanup, our quote is based on the amount of clean up needed and complexity of cleanup
Start Fresh
$750/company for creating new book from scratch
Onboarding
Pricing quoted based on number of months needed
Pay Roll
Quote based on number of payrolls per month and employees per payroll, payroll subscription not included