Packages
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*Transaction volume is based on the total number of monthly bank and credit card transactions processed through the business
Professional Package
$750/month
251-500 monthly transactionsÂ
• Established small businesses
• Companies with higher monthly activity
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Best for:Â
Includes:Â
• Everything in Growth
• Enhanced reconciliations
• Accounts payable/receivable support
• Financial reporting package
• Quaterly review meeting
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Growth
$550/month
101-250 monthly transactionsÂ
Best for:Â
• Growing small businesses
• Businesses with multiple accounts
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Includes:Â
• Everything in Essential
• Monthly financial review
• Additional account management
• Basic cash flow monitoring
• Priority support
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Essential
$400/month
Up to 100 monthly transactions*
• Solo Entrepreneurs
• Consultants
• Small service businessesÂ
Best for:Â
Includes:Â
• Monthly financial statements
• Income & expense categorization
• Monthly reconciliations
• Month-end closeÂ
• Email support
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Additional Add-On ServicesÂ
ServiceÂ
Starting PriceÂ
Payroll SupportÂ
Accounts Payable Mgmt
$150/month
$200/month
Accounts Receivable/Invoicing
Catch-Up/Cleanup
$200/month
$300/month behind
QuickBooks Setup
QuickBooks Training
$500+
$100/hour
Premium Financial Management
Starting at $1,300/month
751-1,000+ monthly transactionsÂ
Best for:Â
• High-volume businesses
• Multi-entity operations
• Businesses needing financial oversight
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Includes:Â
• Full-service bookkeeping
• Advanced financial reporting
• Forecasting & budgeting
• Cash flow analysis
• Monthly strategy meeting
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Advanced
$1,000/month
501-750 monthly transactionsÂ
• Businesses with multiple revenue streams
• More complex bookkeeping needs
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Best for:Â
Includes:Â
• Everything in Professional
• Advanced financial reporting
• Payroll coordination
• Budget tracking
• KPI reporting
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