Simple, Transparent Pricing
No surprises. Just clarity you can trust.
🌿 Starter Balance Package
Starting at $150 per month
Perfect for new or small businesses who need accurate books and simple monthly support.
Includes:
• QuickBooks Online Simple Start subscription included
• Full QuickBooks setup & customization
• Income & expense tracking (up to 35 transactions/month)
• Monthly reconciliations:
– Up to 2 bank/credit card accounts
– Up to 1 loan account
• Quarterly financial reports (P&L + Balance Sheet)
• Year-end tax-ready package
• Email & phone support during business hours
🌿 Steady Growth Package
Starting at $250 per month
Ideal for growing businesses with increasing transactions and a need for regular guidance.
Includes:
• QuickBooks Online Simple Start subscription included
• Income & expense tracking (up to 150 transactions/month)
• Receipt capture & mobile document upload setup
• Monthly reconciliations:
– Up to 3 bank/credit card accounts
– Up to 2 loan accounts
• Monthly financial reports (P&L + Balance Sheet)
• Estimated tax payment reminders
• Quarterly financial reviews
• Email & phone support during business hours
🌿 Business Builder Package (Most Popular)
Starting at $450 per month
Designed for established businesses that want deeper support and monthly financial clarity.
Includes:
• Full monthly income & expense tracking
• Monthly reconciliations:
– Up to 4 bank/credit card accounts
– Up to 2 loan accounts
• Invoice management (creation, sending & tracking)
• Monthly financial reports (P&L + Balance Sheet)
• Estimated tax payment reminders
• Quarterly financial reviews & insights
• Year-end tax-ready package
• Email & phone support during business hours
• QuickBooks subscription not included
🌿 Full Support Executive Package
Starting at $1,100 per month
For businesses that want comprehensive weekly support, full back-office assistance, and ongoing strategy.
Includes:
• Weekly income & expense tracking
• Monthly reconciliations:
– Up to 5 bank/credit card accounts
– Up to 5 loan accounts
• Weekly invoice & bill management
• Monthly financial reports (P&L + Balance Sheet)
• Estimated tax payment reminders
• Monthly financial review & strategy insights
• One monthly strategy call
• Priority email & phone support
• Year-end tax-ready package
• QuickBooks subscription not included
Add-On Services
• Payroll
• 1099 preparation
• Sales tax support
• Accounts payable
• Accounts receivable
• Quarterly review meetings
• Financial coaching
• Custom reporting
Ready to choose your package?
Let’s find the best fit for your business needs.