PACKAGES

Packages

Choose your plan

STARTER

  • Up to 2 Accounts
  • 100 Max Transactions
  • Quickbooks Online or Xero
  • Bank and Credit Card Reconciliations
  • Monthly Financial Reports
  • Review Chart of Accounts


Perfect for newer business owners

Starting at $350

up to 2 accounts/ month

GROWING

Everything included in The Starter Plan plus:


  • Up to 4 Accounts
  • 200 Max Transactions
  • Up to 2 Advisory Meetings


Perfect for a scaling business

Starting at $500

up to 4 accounts/ month

ESTABLISHED

Everything included in The Growing Plan plus:



  • 300 Max Transactions
  • Unlimited Email/Phone Support


Perfect for an established business

Starting at $750

up to 4 accounts/ month

Get in touch to receive all the relevant info.

ENTERPRISE PLANS:

Need a custom plan

for larger teams?

  • Unlimited Transactions
  • Monthly Management Reports & KPI’s
  • Tax Planning and Projections
  • Industry Benchmark Reporting
  • Customized Financial Reporting
  • Quarterly Cash Flow Analysis


Standalone Services

Select the plan that's right for your business. You can always upgrade or downgrade later.

$175/ hour

Consulting

  • Semi-Monthly Payroll
  • (up to 5 employees/contractors)
  • Direct Deposit (for each employee)
  • Employee Portal (to view paystub and W2)
  • Filing & Remittance of all Federal + State Tax Returns and Taxes
  • Electronic Submission of W2’s​
  • *each additional employee $20 per month
  • ONLY available with a Monthly Bookkeeping Subscription

PAYROLL

$125

STARTING AT

Our team can handle the clean-up process. If you have not done any bookkeeping for some time, or if there has been work done but it needs to be re-done there will also be a one-time catch-up or clean-up fee. 


ONE TIME CLEAN UP

$2500

STARTING AT

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