Packages & Pricing

Simple Monthly Packages. Flexible Support.

Expert support without the cost of a part-time employee. Every package begins with a free consultation.

Choose Your Package

Support That Fits Your Needs.

Expert support without the cost of a part-time employee. Every package begins with a free consultation.

Essential Support

Up to 5 hours/month

Starting at

$495 /month

Accounts payable & receivable
Invoice entry into QuickBooks
Bank & credit card reconciliations
Expense tracking
Month-end reporting
QuickBooks support

Popular

Business Plus

Up to 10 hours/month

Starting at

$795 /month

Email cleanup & monitoring
W-9 collection & vendor setup
Vendor negotiations
Payroll entry
Data organization
Report preparation
Custom projects

Elite Business Partner

Up to 15 hours/month

Starting at

$1,195 /month

All Bookkeeping Essentials
All Business Support tasks
Financial data organization
Process & workflow improvement
Research & information gathering
Project support
Customized support to meet your goals

Peace of Mind

Basic Package

For seniors and their families

Monthly

$200 /month

Essential support and peace of mind.

One monthly home meeting (approximately 1 hour)
Review of checking and savings accounts
Review of recent transactions for unusual or suspicious activity
A simple written report of findings for you and/or your family
Answers and education on current scams and safe banking practices
Recommendations for better organization and security

Standalone Service

Monthly Account Report

Monthly

$100 /month

A detailed review of checking and savings accounts with a written report for you and/or your family — so family members know you are not being taken advantage of.

Every package includes

Need help with a few tasks, a temporary project or backlog cleanup? Ask about custom support during your free consultation.

How It Works

A Simple Path to Clean, Confident Books.

Getting started is easy. We handle the heavy lifting so you can get back to running your business.

Free Consultation

A relaxed conversation about your business, your current books, and your goals.

Custom Plan

A clear, flat-rate proposal built around what you actually need — no surprises.

Seamless Setup

We connect your accounts, clean up past records, and organize everything.

Ongoing Clarity

Monthly books, reports, and a partner who's always a call away.

FAQ

Questions, Answered.

Don't see your question here? We're happy to talk it through during a free consultation.

How does pricing work?

Business packages start at $500/month for Bookkeeping Essentials, $800/month for Business Support and $1,050/month for Complete Business Support. Every engagement begins with a free consultation, so your support matches what you actually need.

Do I need a long-term commitment?

No. Our support is built to be flexible — help with specific tasks, temporary or seasonal work, special projects, backlog cleanup or ongoing support without long-term commitments.

Can I get help with just a few tasks?

Absolutely. Many clients come to us for help with specific tasks or a temporary project rather than a full package. Ask about custom support during your free consultation.

Do you work in QuickBooks?

Yes. Invoice entry into QuickBooks and ongoing QuickBooks support are part of our Bookkeeping Essentials package.

Free Consultation

Get Expert Support Without the Cost of a Part-Time Employee.

Save time, increase productivity and get back to what you do best — growing your business.