Pricing & service tiers
Choose a starting service level below, then complete the intake so we can confirm transaction volume, number of accounts, cleanup needs, QuickBooks setup, payroll records, AP/AR activity, sales tax complexity, and monthly close requirements.
Monthly service plans
Final pricing is confirmed after intake review. Cleanup, catch-up, complex reconciliation, payroll records, sales tax records, AP/AR support, and advisory-style reporting may require a separate quote.
$395/mo
For simple businesses with clean records and lower monthly activity.
$695/mo
For active businesses with more accounts, documents, and monthly follow-up.
$995/mo
For businesses that need deeper monthly close structure and accounting operations support.
$1,500–$2,500/mo
For higher-volume or more complex businesses needing priority support and management reporting.
Entry offers
These options help us understand the condition of your books before moving into monthly support.
$249 one-time
Best for businesses that want a professional first look before committing to monthly service.
From $500
For books that are behind, messy, incomplete, duplicated, or missing key documents.
Quote Required
For multi-entity, high-volume, complex payroll, inventory, sales tax, or prior-year cleanup situations.
Cleanup pricing guide
The ranges below are starting points. Final cleanup pricing depends on transaction count, number of accounts, missing documents, payroll, sales tax, loans, AP/AR, and QuickBooks condition.
| Cleanup Type | Starting Price Range | Best For |
|---|---|---|
| Light Cleanup | $500–$950 | Minor categorization fixes, small reconciliation gaps, or short review periods. |
| 3–6 Months Catch-Up | $950–$1,800 | Several months behind with moderate transaction activity and document review. |
| 6–12 Months Catch-Up | $1,800–$3,500 | Extended cleanup, duplicate review, reconciliation repair, and missing records. |
| 12+ Months / Complex Cleanup | $3,500+ | High-volume cleanup, payroll/sales tax complexity, multi-account repair, or prior-year issues. |
Common add-ons
| Add-On | Suggested Pricing | Notes |
|---|---|---|
| Additional bank or credit card account | $75–$150/mo | Applies when account count exceeds plan limits. |
| Extra 100 monthly transactions | $100–$200/mo | Useful for growing businesses with seasonal volume changes. |
| Receipt cleanup / missing receipt follow-up | $150–$300/mo | For active document follow-up and unresolved receipt tracking. |
| AP/AR tracking support | $250–$500/mo | For invoice, bill, receivable, payable, and open-balance visibility. |
| Payroll record support | $150–$350/mo | For payroll summaries and bookkeeping record alignment. |
| Sales tax record support | $150–$350/mo | For bookkeeping-side tracking and record organization. |
| CPA/tax preparer package | $250–$750/package | For organized reports, summaries, and supporting documents. |
| QuickBooks setup or cleanup | $500–$1,500+ | Quoted based on current QuickBooks condition. |
| Rush close / expedited cleanup | 25%–50% surcharge | Available when timeline requires priority handling. |
What affects pricing?
Pricing depends on how much activity we need to review, how clean the records are, and how much monthly close support your business requires.
Ready to price your support?
Use the intake to tell us about your business, QuickBooks status, cleanup needs, document readiness, and monthly support goals.
Ready to get organized?
Tell us where your books stand. We will review your needs and recommend the right monthly, cleanup, QuickBooks, or advisory-support path.
