Transparent Pricing. Clear Financials

We believe in complete transparency. No hidden hourly fees, no surprise invoices, and no guessing what you’re paying for. You get a dedicated financial partner and clean, tax ready books for one predictable flat monthly rate.

All monthly partnerships begin with our Paid Diagnostic Review ($299) to ensure we fully understand your business and can provide an accurate, custom quote. Bonus: When you move forward with a clean-up project or monthly package, we credit 50% of your diagnostic fee directly to your first invoice!

The Controller Package
For established businesses needing deep financial insights, priority support, and a fully hands-off compliance experience.

Starts at $1,200 / month

  • Monthly Bookkeeping: Full reconciliation in QuickBooks Online or Xero.
  • Payroll Sync: Gusto payroll journal entries and G/L syncing.
  • Custom KPI Dashboards: Visual tracking of your margins, revenue trends, and key metrics.
  • In-Depth Video Review: A monthly customized Loom video analyzing your financials (Month-over-Month & Year-over-Year trends).
  • Quarterly Strategy: 30-minute Zoom financial review call every quarter.
  • VIP Vendor Management: Full W-9 management and unlimited Year-End 1099 filing included. We request the forms so you don’t have to.
  • Tax Preparation: Year-End Business & Owner’s Personal Tax Returns included.
  • Priority Support: Guaranteed 24-hour email response time.
Select Controller

The Growth Package
For expanding businesses that need proactive insights and guaranteed tax compliance.

Starts at $750 / month

  • Monthly Bookkeeping: Full reconciliation in QuickBooks Online or Xero.
  • Payroll Sync: Gusto payroll journal entries and G/L syncing.
  • Advanced Reporting: Standard reports plus Cash Flow Statement and Budget vs. Actuals delivered via PDF.
  • Video Review: A concise 5-minute monthly Loom video highlighting your P&L and Balance Sheet trends.
  • 1099 Filing: Year-End 1099 filing included (Up to 5 contractors. Client must provide signed W-9s by Jan 15th).
  • Tax Preparation: Year-End Business & Owner’s Personal Tax Returns included.
  • Priority Support: 48-hour email response time.
Select Growth

The Essentials Package
For solopreneurs and new businesses needing foundational bookkeeping and tax compliance.

Starts at $400 / month

  • Monthly Bookkeeping: Full reconciliation in QuickBooks Online or Xero.
  • Payroll Sync: Gusto payroll journal entries and G/L syncing.
  • Standard Reporting: Profit & Loss and Balance Sheet delivered monthly via PDF.
  • 1099 Filing: Year-End 1099 filing included (Up to 5 contractors. Client must provide signed W-9s by Jan 15th).
  • Tax Preparation: Year-End Business Tax Return included.
  • Priority Support: 48-hour email response time.
Select Essentials

Bookkeeping Only Services

Already have a CPA or EA you love? No problem. We will handle the day-to-day so you can hand them a spotless file at tax time.

The Clean Books Package

Starts at $350 / month

  • Monthly Bookkeeping: Full reconciliation in QuickBooks Online or Xero.
  • Payroll Sync: Gusto payroll journal entries and G/L syncing.
  • Standard Reporting: Profit & Loss and Balance Sheet delivered monthly via PDF.
  • 1099 Filing: Year-End 1099 filing included (Up to 5 contractors. Client must provide signed W-9s by Jan 15th).
  • Year-End Tax Professional Coordination: We provide your CPA or EA with a fully reconciled, tax ready Trial Balance, saving you money on their hourly billable rate.
  • Priority Support: 48-hour email response time.
Select Clean Books

How We Get Started (One-Time Projects)

Step 1: The Diagnostic Review — $299

Before we can prescribe a solution, we have to look under the hood. Our paid diagnostic is a deep dive assessment of your current QuickBooks or Xero file.

  • What you get: A comprehensive report mapping your Balance Sheet to your last tax return, identifying uncategorized transactions, and locating hidden errors holding your business back.
  • The Delivery: A highly focused 30-minute Zoom meeting where we walk through the findings and present your customized action plan.
  • The Guarantee: If you sign up for a monthly package or clean-up project after the review, we will credit 50% of this diagnostic fee toward your first invoice.

Step 2: Historical Clean-Ups & Catch-Ups — Custom Flat Fee

If your books are months behind or completely disorganized, we fix them before transitioning you to a monthly package.

  • No Hourly Billing: We quote a flat project fee based on the volume of transactions and the complexity of the errors found during your Diagnostic Review.
  • The Result: Clean, accurate, tax ready books that truly reflect the health of your business.

Frequently Asked Questions

No. We believe in earning your business every single month. While our engagement letter outlines our scope of work, our monthly packages operate on a 30-day cancellation notice.

To keep our focus entirely on compliance and financial clarity, we do not provide Accounts Receivable (A/R) services, client invoicing, or bill-pay routing.

We are certified partners with both QuickBooks Online and Xero. If you are already on one of these platforms, we will happily work within it. If you are using a different software, we will assist you in seamlessly migrating to the industry standard.

Ready for Financial Clarity?

Stop guessing and start growing. Book a call today to see how easy your accounting can be.

Schedule Your Free Discovery Call