Services & Pricing

Starting at $250/month

Starting at $213/month founding client rate

or $2,550/year paid annually (15% off) — includes the Bookkeeping Templates Bundle free ($75 value)

Best for: New or very small businesses with simple monthly activity.

Monthly transaction categorization, basic bank reconciliation, bookkeeping record organization, and a monthly bookkeeping summary for a limited number of accounts and transactions. Cleanup, payroll, sales tax, and tax preparation are not included.

Starting at $500/month

Starting at $425/month founding client rate

or $5,100/year paid annually (15% off) — includes the Bookkeeping Templates Bundle free ($75 value)

Best for: Small businesses with regular monthly activity and more detailed bookkeeping summary needs.

Monthly transaction categorization, bank and credit card reconciliations, account organization review, monthly profit and loss summary, balance sheet summary, and software-generated cash flow summary.

Starting at $950/month

Starting at $808/month founding client rate

or $9,690/year paid annually (15% off) — includes the Bookkeeping Templates Bundle free ($75 value)

Best for: Businesses with higher volume, multiple accounts, or more support.

Everything in Standard, plus a monthly bookkeeping summary meeting, vendor or invoice tracking support, software-generated bookkeeping summaries, and ongoing workflow observations.

Starting at $197

Starting at $167 founding client rate

Best for: A first look before committing to a larger cleanup.

Initial organization check of bookkeeping records, uncategorized transactions, account structure, and reconciliation status, with a written summary of observations and next steps.

Starting at $500; custom quote after review

Starting at $425; custom quote after review founding client rate

Best for: Messy books that need to be brought current.

Cleanup of uncategorized transactions, backlog, duplicate entries, and account organization issues. Multi-month backlog or multiple entities may require a custom quote.

Starting at $300

Starting at $255 founding client rate

Best for: Businesses needing a clean bookkeeping structure.

Creation or restructuring of a chart of accounts based on business type and bookkeeping organization needs.

Starting at $500

Starting at $425 founding client rate

Best for: Getting QuickBooks organized from the start.

Account setup, settings review, bank feed connection support, categories, workflows, and basic automations.

Starting at $250/quarter

Starting at $213/quarter founding client rate

Best for: Staying current between full monthly service.

Quarterly check-in for categorization, reconciliations, and bookkeeping record organization.

$75 one-time

Best for: Anyone who wants to try it out before booking a full package.

One introductory budget organization session — a low-risk way to see if our support is a good fit.

$125 per session

$106 per session founding client rate

Best for: Individuals or families needing a one-time session.

Budget document review, monthly income and expense organization, bill organization, and a client-selected next-step checklist.

Starting at $297

Starting at $252 founding client rate

Best for: Clients organizing a household budget, debt inventory, and savings plan.

Two budget organization sessions, a monthly budget worksheet, debt tracking worksheet, savings tracking worksheet, and administrative action checklist.

Starting at $197/month

Starting at $167/month founding client rate

or $2,009/year paid annually (15% off) — includes the Budget Templates Bundle free ($49 value)

Best for: Recurring administrative budget support.

Monthly budget organization session, budget document review, progress tracking, savings tracking, debt tracking, and household recordkeeping support.

Starting at $500

Starting at $425 founding client rate

Best for: HOA boards organizing budgets, spending records, and bookkeeping summaries.

Budget document organization, reserve and spending record organization, bookkeeping summary review, and written observations on recordkeeping and workflows.

Starting at $750

Starting at $638 founding client rate

Best for: Boards preparing for meetings or organizing information clearly.

Board meeting preparation support, bookkeeping summary formatting, agenda support, invoice tracking review, and organizational observations.

Starting at $1,250; larger/complex HOAs quoted custom

Starting at $1,063; larger/complex HOAs quoted custom founding client rate

Best for: HOAs or property teams needing organized processes.

Vendor and invoice tracking process, folder structure, communication templates, approval workflow, and document organization system.

Starting at $300

Starting at $255 founding client rate

Best for: Getting folders and documents structured.

Folder structure, naming system, archive setup, and document organization plan.

Starting at $750

Starting at $638 founding client rate

Best for: Streamlining onboarding, invoicing, and communication.

Client onboarding flow, invoicing workflow, payment process, email templates, and task tracking structure.

Starting at $250

Starting at $213 founding client rate

Best for: Professional, ready-to-use messaging.

Email scripts, vendor communication templates, client messages, HOA board communications, and follow-up language.

Starting at $1,000

Starting at $850 founding client rate

Best for: A fully custom administrative system.

Customized setup for processes, templates, tracking sheets, payment systems, client intake, and administrative workflow.