Your Business’s
Annual Revenue
Essential
Package
Enhanced
Package
< $99,999
$250 / month
$500 / month
$100,000 – $249,000
$350 / month
$800 / month
$250,000 – $499,999
$450 / month
$1,300 / month
$500,000 – $999,999
$750 / month
$2,000 / month
$1M +
(Custom quote)
Starts at
$1,000 / month
Starts at
$2,500 / month
Accounts Receivable
Volume
Price
Invoice creation, tracking, aging reports
1 – 15 invoices
$100 / month
16 – 40 invoices
$150 / month
41 – 75 invoices
$200 / month
76 + invoices
Custom quote
Accounts Payable
Volume
Price
Vendor bill entry,
aging review
1 – 15 bills
$100 / month
16 – 40 bills
$150 / month
41 – 75 bills
$200 / month
76 + bills
Custom quote
Payroll Coordination
Volume
Price
Coordination with Gusto, QBO, etc.
1 – 5 payees
$100 / month
6 – 10 payees
$150 / month
11 – 15 payees
$200 / month
15 + payees
Custom quote
Setup Fees for Monthly Clients
Standard Onboarding
Blank Slate Setup
System Reorganization
For clients with a clean existing bookkeeping system, QBO account or similar
1. Setup of cloud folders, document intake, app connections
2. Chart of accounts review
3. Walkthrough of monthly workflow
For clients who need their bookkeeping system built from scratch
1. QBO or similar setup
2. Chart of accounts build
3. Setup of cloud folders, document intake, app connections
4. Walkthrough of monthly workflow
For clients with an existing QBO (or other) file that needs to be cleaned up, restructured, or corrected before we can begin work
1. Account reclassification
2. Chart of accounts repair
3. Report cleanup
Note: does not include catch-up bookkeeping
$150 one-time fee
$400 one-time fee
$400 one-time fee
One-Time Services
Catch-Up Bookkeeping
Year-End Tax Prep Package
For those who are behind on their books and need help getting current
Categorization, reconciliation, and reports for each month.
Access to bank and/or credit card statements is required, as well as digitized receipts and other paperwork. Exception handling (missing receipts, unclear expenses) will be flagged.
Wrap up your books and hand off a clean file to your CPA
1. Year-end reconciliation and categorization
2. CPA-ready reporting package
3. Coordination with your tax preparer
Note: this service is included for Enhanced Package clients
$2 per transaction
(volume discount may apply for 500+ transactions)
$300 for businesses with < $500,000 revenue
$500 for businesses with > $500,000 revenue
Nonprofit Discount
We believe in supporting mission-driven work and are happy to offer values-based pricing where we can. If your organization is a registered nonprofit with an annual operating budget under $250,000, you may be eligible for a discounted service rate.
Typically, a discount would be 10% off all packages and services for nonprofits with an annual operating budget between $100,000 and $250,000, and 20% off for those below $100,000.