📒
Full Charge Bookkeeping
Complete management of your accounts payable & receivable, bank
reconciliations, general ledger, and monthly financial statements.
Everything your business needs, end to end.
Flat Monthly Rate (most popular)
Starting at $350/mo
Based on transaction volume. Plans from $350–$1,500+/mo.
Hourly: $80/hr also available
🔧
QuickBooks Cleanup
Messy books holding you back? We audit, correct, and reconcile your
QuickBooks file — fixing miscategorized transactions, duplicate entries,
and unreconciled accounts.
Flat Rate (based on $100/hr)
Starting at $500
Estimated after a free diagnostic review. Typical projects: $500–$5,000.
One-time project
💼
Payroll Services
Accurate, timely payroll processing for your team — including direct
deposit, payroll tax filings, W-2s, and 1099 preparation. We handle
compliance so you don't have to.
Flat Monthly Rate
Starting at $150/mo
Base fee of $150/mo + $4 per employee/mo.
Flat monthly rate
📊
Budgeting & Forecasting
Build a financial roadmap that guides smart decisions. We create custom
budgets, cash flow projections, and variance analysis to keep your
business on track.
Flat Rate / Ongoing
Starting at $250
One-time budget build from $250. Monthly monitoring from $125/mo.
One-time or ongoing
🗂️
Tax Preparation & Filing
Personal and small business tax returns prepared with accuracy and
care. We maximize your deductions, ensure compliance, and file
on your behalf — stress-free.
Per Return (flat rate)
Starting at $250
Personal (1040) from $250. Small business returns from $400–$900.
Personal & Business
🏛️
Fractional Controller
Senior-level financial oversight without the full-time cost. Includes
financial reporting review, internal controls, policy development,
and strategic financial guidance for growing businesses.
Monthly Retainer
Starting at $1,000/mo
Custom scope. Typical range: $1,000–$3,000/mo depending on complexity.
Retainer-based
🖥️
QuickBooks Training
One-on-one or small group training sessions to help you get the most
out of QuickBooks. We cover setup, daily workflows, reporting, invoicing,
and any features specific to your business needs.
Per Session / Package
Starting at $150
Single 90-min session from $150. 3-session package from $375. Custom packages available.
One-on-one or group
📚
Bookkeeping Training
Learn to manage your own books with confidence. We walk you through
the fundamentals of small business bookkeeping — chart of accounts,
categorization, reconciliation, and reading your financial statements.
Per Session / Package
Starting at $125
Single 90-min session from $125. Full foundational course (4 sessions) from $425.
Beginner-friendly
💰
Accounts Receivable & Collections
We manage your invoicing, track outstanding balances, follow up on
overdue accounts, and provide aging reports — so you get paid faster
and cash flow stays healthy.
Flat Monthly Rate
Starting at $200/mo
Based on invoice volume. Typical range: $200–$600/mo.
Ongoing monthly
📤
Accounts Payable
We manage your vendor bills, schedule payments, track due dates, and
maintain accurate payable records — ensuring you pay on time, avoid
late fees, and keep vendor relationships strong.
Flat Monthly Rate
Starting at $175/mo
Based on bill volume. Typical range: $175–$500/mo.
Ongoing monthly
🚀
New Business Setup
Start your business on solid financial footing. We handle EIN
registration guidance, QuickBooks initial configuration, chart of accounts
build-out, and a setup walkthrough so you're ready from day one.
Flat One-Time Fee
Starting at $300
Basic setup from $300. Full-service package (entity guidance, CoA, QB setup, payroll config & training) from $600.
One-time project
🧾
Sales Tax Filing
Accurate, on-time sales tax preparation and filing for your business.
We calculate what you owe, file with the appropriate agencies, and
keep you compliant — monthly, quarterly, or annually.
Per Filing (flat rate)
Starting at $75
Single-state filing from $75. Multi-state or complex filings from $150+/filing.
Monthly, quarterly, or annual
⏩
Catch-Up Bookkeeping
Behind on your books? We'll get you current. We record, categorize,
and reconcile all past transactions to bring your books fully up to date
— ready for taxes, loans, or investor review.
Flat Rate (based on $100/hr)
Starting at $400
Based on months behind & transaction volume. Typical range: $400–$2,500. Free estimate provided upfront.
One-time project
📋
Financial Statement Preparation
Professional compilation of your Income Statement, Balance Sheet, and
Cash Flow Statement — presented in a clean, accurate format ready for
lenders, investors, or internal decision-making.
Per Engagement (flat rate)
Starting at $200
Single statement from $200. Full set of 3 statements from $400–$500 depending on complexity.
One-time or periodic
