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PricingGetting started or need a cleanup?
Pricing reflects typical engagements. Final pricing may vary based on complexity, volume, and the correctness and completeness of your bookkeeping. Together we’ll select the plan that fits your business best — we grow with you.
Setup & cleanup
Initial Setup
For new QBO users starting fresh who want their QuickBooks Online account set up correctly from the beginning, with help connecting integrations.
- QuickBooks Online subscription guidance
- Chart of accounts built for your business
- Bank & credit card feeds connected
- Integration setup
Diagnostic Review
For existing DIY QuickBooks Online users who want peace of mind that their file is right.
- Thorough review of your current file
- Inconsistencies identified
- Clear recommendations
- A path forward you can trust
One-Time Cleanup
For catching up unfinished books or cleaning up messy books so you can start clean.
- Backlogged books brought current
- Transactions recategorized
- Accounts reconciled
- Ready for monthly service or tax prep
Packages that grow with you
Basic
For businesses with a modest flow of transactions
- Monthly average 75–150 transactions
- Bank & credit card reconciliations
- Accounts payable: entry only
- Accounts receivable: entry only
- General ledger (cash basis)
- Payroll: entry only
- Portal access to a CPA
- Quarterly financial statements
Standard
For growing teams ready for full-service support
- Monthly average 151–300 transactions
- Bank & credit card reconciliations
- Accounts payable: entry or bill pay
- Accounts receivable: entry only
- General ledger (cash basis)
- Payroll: entry for 3 or fewer employees
- Monthly financial statements
- Tax filing preparation assistance
- 1099 tracking & reporting
Premium
For high-volume or complex businesses that want it all
- Monthly average 301+ transactions
- Bank & credit card reconciliations
- Accounts payable: entry or bill pay
- Accounts receivable: entry or full invoicing
- General ledger (cash or accrual)
- Payroll: processing for 4+ employees
- Monthly financial statements
- Financial statement analysis & trends
- Priority support
Transaction volume is the average number of bank and credit card transactions per month. Not sure where you land? We’ll figure it out together on a discovery call.
Tax preparation & planning
Business Tax Preparation
Quoted on complexity, completeness of bookkeeping, and forms required. A formal engagement letter is required.
- Federal & Florida business and individual returns
- S-Corp & partnership filings
- 1040 with Schedule C for owners
- Prior-year return review
- IRS & state notice support (returns we prepared)
Tax Advisory & Planning
Quoted on complexity and frequency; up-to-date bookkeeping is required. A formal engagement letter is required.
- S-Corporation advisory
- Reasonable compensation analysis
- Quarterly estimated tax planning
- Bookkeeping & tax workflow alignment
- Year-end planning sessions
- Guidance for new business owners
Not sure which plan fits?
Book a free discovery call and we’ll match you to the right package — no pressure, no jargon.