Onboarding & Pricing

A clear, structured process designed to bring clarity to complex QuickBooks work — with transparent expectations from the start.

Discovery Call

We learn about your business, challenges, and goals.

QuickBooks  Review

We assess your current setup and identify issues and risks.

Document & Access Collection

We gather the necessary files, access, and historical data.

Execution & Monthly Support

We resolve the issues and continue supporting your business on an ongoing monthly basis.

Year-End Close & CPA Handoff

We prepare year-end records and coordinate with your CPA.

What We Need From You

To get started efficiently, we typically require the following:

Accountant access to your QuickBooks file(s)
Last year’s filed tax return
Business Related Documents and Statements
Data from legacy or prior accounting systems
Details about your business structure and entities
Your goals, priorities, and expectations

Plans and Pricing

Pricing is based on revenue, transaction volume, and operational complexity. All prices listed are starting points and finalized after a short discovery review.

Core

Starting from $750/month

For businesses that need reliable, accurate financials

INCLUDES:

Monthly bookkeeping and reconciliations
Monthly financial statements (P&L and balance sheet)
Accuracy checks and issue identification
Ongoing consistency and quality review
Email support for bookkeeping-related questions

Best for:
Businesses under or approaching $1M with straightforward operations and consistent activity.

Growth

Starting from $1,500/month

For businesses that need reliable, accurate financials

INCLUDES EVERYTHING IN CORE, PLUS:

Enhanced monthly financial reporting
Payroll reconciliation and review
Expense structure review
Process improvements for cleaner monthly workflows
Priority support

Best for:
Businesses at or above $1M in annual revenue with increasing volume.

SCALE

Starting from $3,000/month

For established businesses with higher volume and complexity.

INCLUDES EVERYTHING IN GROWTH, PLUS:

Advanced reconciliation across multiple bank and credit card accounts
High-volume transaction management
Expanded financial reporting
Ongoing review for accuracy, structure, and scalability
Dedicated attention to complex bookkeeping workflows

Best for:
$1M-$15M+ businesses with increased transaction volume and operational

CUSTOM

Starting from $4,500/month

For businesses with advanced or non-standard needs

THIS OPTION IS IDEAL IF YOU:

Operate multiple entities
Have multiple owners or stakeholders
Manage very high transaction volume
Require custom reporting or integrations
Have unique operational or structural complexity

CLEANUP & CATCH-UP WORK

We specialize in bookkeeping and financial reporting and work alongside your CPA or tax advisor when needed.

One-Time Cleanup & Catch-Up Work
‍If your books are not current or require restructuring, cleanup work is completed before monthly services begin.

Cleanup work is quoted separately 
Pricing is based on the condition of the QuickBooks file and available documentation 
Scope and pricing are determined after an initial review

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