Our Process
1. Connect
We schedule a consultation to better understand your business needs, and long-term goals.
2. Recommend
We match you with the right bookkeeping tier that best fits your needs.
3. Assign
We carefully pair you with a dedicated CPA or degreed accountant assigned to your account.
4. Set Up
We make sure your accounting records are ready for use within the software.
5. Maintain
We keep your books accurate, organized, and current so you can keep running your business.
Plans & Pricing
Start-Up
Essential bookkeeping setup to get your business records accurate and ready from day one.
$285
/month, billed annually
$295
/month, billed monthly
Monthly Bookkeeping – Cash Basis Only
Transaction Categorization
Chart of Accounts Custom Set Up (QuickBooks Online Standards)
Bank Account Reconciliation (1 Connected Account)
Monthly Financial Statements (Profit & Loss, Balance Sheet)
Establish
Build a solid bookkeeping foundation with reliable, organized financial records.
$380
/month, billed annually
$395
/month, billed monthly
Monthly Bookkeeping – Cash Basis Only
Transaction Categorization
Chart of Accounts Custom Set Up (QuickBooks Online Standards)
Bank Account Reconciliation (1 Connected Account)
Credit Card Reconciliation (1 Connected Account)
Monthly Financial Statements (Profit & Loss, Balance Sheet)
Organize
Streamlined to bring clarity, structure, and confidence to your financial data.
$475
/month, billed annually
$495
/month, billed monthly
Monthly Bookkeeping – Cash Basis Only
Transaction Categorization
Chart of Accounts Custom Set Up (QuickBooks Online Standards)
Bank Account Reconciliation (2 Connected Accounts)
Credit Card Reconciliation (1 Connected Accounts)
Monthly Financial Statements (Profit & Loss, Balance Sheet)
Basic Email + Phone Support (Limited, Hourly charge may apply)
Optimize
Enhanced processes and insights to improve efficiency and maximize profitability for your business.
$675
/month, billed annually
$695
/month, billed monthly
Monthly Bookkeeping – Enhanced Processes
Transaction Categorization
Chart of Accounts Custom Set Up
Bank Account Reconciliation (2 Connected Accounts)
Credit Card Reconciliation (2 Connected Accounts)
Monthly Financial Statements (Profit & Loss, Balance Sheet, Cash Flow)
Tax-Ready Financial Package
Payroll Reconciliation with Provider and Tax Agency Reports
Priority Email + Phone Support
Empower
Strategic bookkeeping that strengthens decision-making and drives business growth.
$950
/month, billed annually
$1,000
/month, billed monthly
Monthly Bookkeeping – Strategic Financial Clarity
Transaction Categorization
Chart of Accounts Custom Set Up
Bank Account Reconciliation (3 Connected Accounts)
Credit Card Reconciliation (2 Connected Accounts)
Monthly Financial Statements (Profit & Loss, Balance Sheet, Cash Flow)
Tax-Ready Financial Package
Receipt / Invoice Matching
Accounts Payable & Receivable Tracking
Payroll Reconciliation with Provider and Tax Agency Reports
Class or Location Tracking
Customized Financial Reports
CPA/Tax Preparer Liaison
Monthly Check-In or Review Call
Priority Email + Phone Support
Ready for More?
As your business grows, your financial needs may extend beyond bookkeeping. Our full-service accounting solutions provide the deeper financial oversight, tax support, reporting, and strategic guidance needed to help you make confident decisions and plan for what’s next.
- Full-Service Accounting Support
Comprehensive financial management designed around your business. - Tax & Compliance Guidance
Stay prepared, informed, and positioned for your tax obligations. - Strategic Financial Insight
Turn financial information into meaningful insights for better decision-making. - Business Advisory
Plan ahead with guidance that supports growth, profitability, and long-term goals.
+ More!