Choose Your Service Level
Clear pricing. No surprises. Services that scale with your needs.
Monthly Bookkeeping Services
Essential
Best for: Solo owners & small service businesses
$350/month
✓ Monthly bank & credit card reconciliation (up to 3 accounts)
✓ Tax-ready transaction categorization
✓ Standard financial statements (P&L & Balance Sheet)
✓ Early issue identification
Standard
Best for: Growing businesses with multiple accounts
$650/month
✓ Everything in Essential
✓ Higher transaction volume support
✓ Month-end close clarification support
✓ Cash flow analysis and insights
✓ Direct communication during close
MOST POPULAR
Advanced
Best for: Complex operations needing strategic oversight
$1,150/month
✓ Everything in Standard
✓ Enhanced cost tracking & categorization
✓ Strategic trend analysis
✓ Controller-level insights
✓ Margin protection guidance
Bookkeeping Add-Ons
Cleanup and Catch Up Bookkeeping
Cleanup and catch up services are available for businesses that are behind or require corrective work before monthly bookkeeping can begin.
$90 / hour
Minimum engagement: 1 hour
Flat fee quoted after initial review when applicable
✓ Bringing books current
✓ Correcting miscategorized transactions
✓ Resolving structural issues impacting accuracy
✓ Preparing accounts for ongoing monthly bookkeeping
Note: Cleanup work may be required before monthly services are accepted.
Customized QuickBooks Report Creation
For businesses that want clearer visibility from their existing QuickBooks data.
$90 /hour
Minimum engagement: 1 hour
✓ Review of existing QuickBooks setup
✓ Creation of customized management reports
✓ Filtering, grouping, and formatting for clarity
✓ Guidance on how to run and use the reports
This is a setup service only and does not include ongoing reporting or analysis.
Accounts Payable Management
$200 /month
Minimum engagement: Monthly add-on to active bookkeeping services
Flat fee based on standard bill volume. Higher volume quoted separately.
✓ Vendor bill entry into QuickBooks
✓ Coding to correct accounts
✓ Managing due dates and basic workflow
✓ Preparing bills for owner approval
Owner responsibilities:
Approving payments
Printing and mailing checks
Initiating ACH, wire, or credit card payments
Accounts payable services do not include vendor disputes, payment execution, or accounts receivable activities.
Excel Services:
Custom Dashboards & Financial Models
Basic Excel Documents
Designed for straightforward reporting or tracking needs with no external data sources.
$90 /hour
Minimum Engagement: 1 hour
✓ Single-purpose spreadsheets
✓ Clean formatting and logical structure
✓ Standard formulas and calculations
✓ Documentation or guidance for ongoing use
✓ Up to 15 days of post-delivery maintenance to ensure data is pulling and calculating accurately
Intermediate Excel Documents
Designed for businesses that need KPI tracking or light integration across data sources.
$125 /hour
Minimum Engagement: 4 hours
✓ KPI dashboards or performance tracking tools
✓ Up to two external data sources
✓ Multi-tab structure with defined inputs and outputs
✓ Structured formulas for repeatable updates
✓ Clear documentation for handoff and maintenance
✓ Up to 15 days of post-delivery maintenance to ensure data is pulling and calculating accurately
Complex Excel Documents
Designed for advanced reporting, modeling, or operational dashboards used by leadership teams.
$160 /hour
Minimum Engagement: 8 hours
✓ Multi-tab, interdependent spreadsheet systems
✓ Multiple internal and external data sources
✓ Complex formulas, logic, and calculations
✓ Scenario modeling, forecasting, or trend analysis as applicable
✓ Designed for recurring operational, management, or executive level review
✓ Up to 15 days of post-delivery maintenance to ensure data is pulling and calculating accurately