Services & Pricing

Choose Your Own Accounting Adventure!

To get started on your road trip, start at the house and decide if you want to take the direct route or the scenic route to get to your destination.  Click anywhere on the map for more details about each service offering.

The first stop on your bookkeeping journey with us is a Complete Check!

The Complete Check is an analysis of your existing QuickBooks setup and records. We will provide you with a report of the good, the bad, and the ugly so that you are prepared for your trip.

$300, prepaid.

Clean Up & Catch Up Service

After a Complete Check, it is time for your tune-up.  If you have clean up or catch up work, we apply the entire fee that you paid for the Complete Check towards your quoted clean up fees. If your Complete Check comes back with “all systems go”, then it’s time to hit the road by choosing your monthly service package.


Recurring Bookkeeping Services

Each of our amazing packages below includes:

  • Fixed PricesOne fixed price.  Steady, predictable, easy to budget for.  Allows us to focus on you and your business – not the clock.
  • Unlimited AccessUnlimited questions and contacts.  We will never nickel and dime you.  Just ask the questions and we guarantee answers with 24 business hours free of charge.
  • Service GuaranteeIf you’re not satisfied with the services we’re providing, you only pay for the value you feel you’ve received.  Period.
A look back at the road traveled.


Next Stop?  Clean books.  Ready for the Tax Man.

Compliance-level bookkeeping including monthly reconciliations of your bank accounts and credit cards and the recording of all of your deposits after the fact.


starts at $350 per month

Understand the road you are traveling.


Next Stop?  Better reporting and better decision making.

A revved-up approach to your books, moving to weekly reviews including reconciliations for *all* of your accounts and the recording of all of your deposits. Each month you will receive business consulting or QuickBooks Training and you will have an up to date Profit & Loss Report as well as a Balance Sheet report by the 15th of each month.

Includes UNLIMITED private Slack Channel support.

starts at $550 per month

Planning for the road ahead.


Next Stop?  More profit from more planning.

Perfect for planners and profit-seekers, our Dynamic package includes everything from the Effective and Proactive packages along with monthly cash flow analysis, projections, and budgets.  We also include process reviews and recommendations on an ongoing basis.

Includes UNLIMITED support, UNLIMITED training, and UNLIMITED consulting. Also includes after-hours support!

starts at $1,050 per month

Pricing for above packages will be based on your specific volume of transactions and complexity of accounting needs.


Flexibility to meet your needs.  

Add any Add-On to any package to further customize your package.

Accounts Receivable

We will help you clean up your past dues, fix processes, and monitor your receivables.

add $150/month

Year-End 1099 Reporting

Electronic reporting of 1099 data and email delivery to your vendors. **

$25 per 1099 charged in January for the previous fiscal year.

Accounts Payable

We will pay your bills after you approve.

add $250/month for up to 100 payments

Sales Tax Management and Filing **

Managing rate changes, conducting spot check audits and processing excise tax payments and reporting.

add $150 per filing **

Full Service Payroll

All payroll needs from top to bottom including new employees, terminations, processing and filing of W-2’s and 1099’s.

starts at $150 per month **

Standalone Options


This is for you DIY-ers!  Have a question?  Ask away!  This package buys you our experience and knowledge.  The package comes with a customized form to submit all questions and a guaranteed 24 business hour response time.

Price is monthly, one-year subscription required.

Note:  No physical adjustments or corrections will be made to your books.  This is for quick questions, guidance, and tutorials.  Any training that goes longer than 30 minutes will convert to a training session and billed at $150/hour.

Starts At $500

QuickBooks Online setup “from scratch” for new businesses or those not moving from another accounting software. Includes customized chart of accounts and basic navigation training.

Starts At $300

We will clean up your existing QuickBooks desktop file and ensure a smooth and seamless conversion to QuickBooks Online. We will connect your bank feeds and provide basic navigation training.

$150/per hour

Need some QBO pointers or not certain how to perform certain tasks? We provide training on QuickBooks Online, QuickBooks desktop, and accounting basics.


Analysis of current accounting processes and procedures in your business.  Includes recommendations and implementation with a special focus on efficiency through technology use.

More Than Data Entry