Clear pricing. No surprises.
Pick the package that fits where your business is right now. Need something custom? Just ask — every engagement starts with a real conversation.
Every package is reviewed personally.
You won't get handed off to a junior preparer or a shared inbox. Every reconciliation, every report, and every tax return is reviewed by the owner — so your numbers are accurate, on time, and explained in plain English.
Monthly Bookkeeping Packages
Ongoing monthly bookkeeping services designed to keep your financial records accurate, organized, and ready for growth.
Starter
For solo operators and newer businesses who need clean monthly books.
- Up to 2 bank/credit accounts
- Monthly transaction categorization
- Account reconciliation
- Monthly P&L and balance sheet
- Email support
Growth
For growing businesses needing more accounts, AR/AP, and faster turnaround.
- Up to 5 bank/credit accounts
- Everything in Starter
- AP & AR tracking
- Class or job tracking (as needed)
- Monthly review call
- Priority email support
Premium
For established businesses needing detailed reporting and tighter cadence.
- Unlimited accounts (scoped)
- Everything in Growth
- Custom monthly reporting package
- Month-end close services
- Cash flow & KPI tracking
- Direct owner access
One-Time Services
One-time projects that help businesses get organized, catch up on bookkeeping, and establish strong financial systems.
QuickBooks Setup
Chart of accounts, bank connections, and a clean foundation to build on.
Cleanup / Catch-Up Bookkeeping
Get current and reconciled — ready for tax time, financing, or peace of mind.
Multi-Year Cleanup
Multiple years of bookkeeping rebuilt, reconciled, and documented properly.
Business Tax Preparation
Annual tax preparation services for businesses of all sizes. Pricing varies based on complexity, number of schedules, and recordkeeping condition.
- Schedule CStarting at $350
- Single-Member LLCStarting at $450
- Multi-Member LLC (Form 1065)Starting at $850
- S-Corporation (Form 1120-S)Starting at $950
- C-Corporation (Form 1120)Starting at $1,100