Bookkeeping
Foundation Build
One-time setup for clean, accurate books
$450–$1,600+ one time
- QBO setup or cleanup
- Chart of Accounts organized
- Bank feeds connected
- Historical cleanup priced per month
- P&L and Balance Sheet templates
- Walkthrough session
Essentials
Light monthly support for low-volume books
$250–$400 per month
- Up to 2 accounts reconciled
- Monthly P&L & Balance Sheet
- Income & expense categorization
- Quarterly review call
- Payroll, invoicing, extra accounts
- Email support (3–5 business days)
Most Popular
Standard
Growth-stage support & advisory
$450–$650 per month
- Up to 4 accounts reconciled
- P&L, Balance Sheet & Cash Flow
- A/R & A/P tracking
- Monthly review call
- Forecasting & budget tracking
- Email support (1–2 business days)
- Payroll setup/integration
Full Ledger
High-touch, full-service monthly
$750–$1,200+ per month
- Unlimited accounts reconciled
- Weekly categorization
- Custom KPIs & reporting suite
- A/R & A/P management
- Bi-weekly or monthly meetings
- Priority email (1 business day)
- Sales tax filings & CPA coordination
- Payroll management
Feature
Essentials
Standard
Full Ledger
Accounts reconciled
Up to 2
Up to 4
Unlimited
Categorization frequency
Monthly
Monthly
Weekly
Reports
P&L, BS
P&L, BS, CF
Custom + KPIs
A/R & A/P
—
Track
Manage
Review calls
Quarterly
Monthly
Bi-weekly/Monthly
Forecasting & budgeting
—
Included
Advanced
Payroll
Add-on
Setup
Managed
Sales tax & CPA coordination
—
—
Included
Email response time
3–5 days
1–2 days
1 day