Pricing

Essentials

Starting at 359/mo
Billed Annually

  • Ideal for businesses seeking fast and reliable bookkeeping services without any additional frills or extras.
  • Includes QBO subscription
  • Up to 4 bank accounts/credit cards
  • Dedicated bookkeeping team
  • Monthly P/L and Balance sheet
  • Accrual accounting
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Management

Starting at 659/mo
Billed Annually

  • Specifically designed for fast growing and expanding businesses where management requires the complete set of financial statements and special reports.
  • Includes everything in Essentials plan
  • Up to 6 bank accounts/credit cards
  • Up 5 special reports per month
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Advisory

Startng at 1,450/mo
Billed Annually

  • Includes everything in Essentials and Management plan
  • Budgeting
  • Forecasting
  • Cash-flow analysis
  • KPI’s
  • Cost Accounting
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Add-ons

QBO Setup and
Clean ups

Starting at:

  • QBO set up $350
  • Books clean up $295/mo
  • App integrations $500
  • Special Projects $250

Tax Preparation
& Planning

Starting at:
Business / Individual

  • Tax planning
  • Federal Tax Return (includes one State)
    $1,300 / $400
  • Business Formations & EIN $250+ State Fees

Payroll

Starting at: $250/mo

  • QBO Payroll or gusto
  • Employee/Contractor portal
  • ACH payroll payment
  • Time tracking
  • State registration
  • Payroll tax returns (Federal & State)
  • Access to HR professionals

Sales Tax

Starting at: $175/mo

  • Avalara/QBO Setup
  • Nexus
  • State Registrations
  • Monthly/Quarterly filing

Advanced Services

Starting at: $199/mo

  • AR/AP Management (Bill Pay w/ QBO/ Relay Bank)
  • Inventory Management