Services & Pricing

All services are provided exclusively in QuickBooks Online.

Tier One - starting at $200/month

For businesses with light activity and a simple financial setup.

Includes:

✓ Monthly transaction categorizing - up to 100 transaction per month

✓ Bank & credit card reconciliations - up to 2 connected accounts

✓ Basic financial statements (P&L + Balance Sheet)

✓ Email support

Ideal for: freelancers, solopreneurs, and low‑volume service businesses.

Tier Two - starting at $350/month

For growing businesses with moderate activity and a few moving parts.

Includes:

✓ Monthly transaction categorizing - up to 200 transaction per month

✓ Bank & credit card reconciliations - up to 4 connected accounts

✓ Financial statements

✓ Email support

✓ Optional quarterly review call (upon request)

Ideal for: small businesses that want reliable monthly books without extra meetings.

Tier Three - starting at $500/month

For established businesses with higher volume or more complex account structures.

Includes:

✓ Monthly transaction categorizing - 200+ transaction per month

✓ Bank & credit card reconciliations - 5+ connected accounts

✓ Financial statements

✓ Year‑end accountant package

✓ Priority email support

✓ Optional quarterly review call (upon request)

Ideal for: multi‑account setups, higher‑volume operations, or owners who want a long‑term bookkeeping partner.

Clean-Up & Catch-Up

Whether you’re a few months behind or starting fresh, I can bring your books fully up to date. Because every situation is different, you’ll receive a custom quote after I review your books and understand the scope of work.