PRICING
Simple, flat monthly pricing.
No surprises.
Your fee is based on transaction volume, number of accounts, and any additional services you need—never on hours worked. I’ll work with you to create a custom plan that fits your business, all on a flexible, month-to-month basis with no long-term contracts.
Essentials
For solo owners and small service businesses who want clean, reliable books.
Starting at $495/month
Up to 100 transactions a month
Ideal for independent professionals and small service businesses under $550K in annual revenue
Bank/credit card accounts: Up to 3
Little need for intergrations or additonal tracking
Email support
Growth
For established businesses with staff, vendors, and invoices to keep moving.
Starting at $795/month
Up to 300 transactions a month
A great fit for growing businesses with with staff and $550K–$2M in annual revenue
Bank/credit card accounts: Up to 6
Payroll entries, loans, or payment integrations to reconcile
Monthly 30-min review call
Most Popular
Advisory
Go beyond basic bookkeeping with CFO advisory to grow your bottom line.
Starting at $1,495 /month
Transactions 500+ a month
Everything in Growth, plus
Designed for established businesses generating $3M+ in annual revenue
Bank/Credit card accounts: Custom
Class or project tracking, cash activity, or more involved intergrations
Monthly 60-min strategy meeting
ONE-TIME PROJECTS
Behind, or starting fresh?
Get caught up or set up right, then move to a monthly plan whenever you're ready.
Cleanup & Catch-up
Every missing month categorized and reconciled. Get clean, CPA-ready books without the judgment.
Quick Books Setup & Training
Keep books in-house with complete system setup and hands-on team training.
Pricing Structure
Your monthly fee is based on three things, and it never changes without a conversation first.
Transaction volume
How many deposits, purchases, bills, and invoices move through your accounts each month.
Number of accounts
How many bank accounts, credit cards, loans, and payment apps you need to reconcile each month.
Add-on services
Anything beyond core bookkeeping, such as payroll, bill pay, invoicing and collections, inventory,
and multiple business entities.
Questions?
Is there a contract?
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No long-term contract. Plans are month-to-month, with 30 days' notice if you decide to leave.
What if I'm behind on my books?
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Not a problem. Work will start with a one-time cleanup to bring everything current, then move you to a monthly plan. Cleanup and onboarding fees are quoted upfront, so there are no surprises.
Which software do you work in?
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I work on QuickBooks Online. Software subscription costs are separate from my fee.
Can I change plans later?
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Yes. As your business grows, you can move up to a new plan or add services at any time.
What if I don't know which plan fits?
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Let's look at your books together during a free 30-minute call to find the perfect fit and give you a firm monthly price.