Pricing that scales with your business
From single service pricing to full service packages. Choose your service or your package, and get a highly skilled and knowledgeable QuickBooks insider managing your books.
Slide to your revenue. Find your package.
Three packages. One transparent price each. No hidden fees, no surprises — just the right level of service for your business's stage.
Your Annual Revenue
Tap a tier to find your recommended package
Recommended for you
The Scale Package — $500/month
Growth
For businesses building their financial foundation.
$100K / year revenue
- Monthly bookkeeping (bank & credit card)
- Monthly reconciliation
- Monthly P&L and Balance Sheet
- Sales tax tracking
- QuickBooks maintenance
- Email support — same-day response
Scale
For growing businesses that need deeper insight.
$500K / year revenue
- Everything in Growth, plus:
- Bi-weekly bookkeeping
- Cash flow forecasting
- Budget vs. actuals reporting
- Quarterly review call
- Priority support — 30 min average response
Enterprise
For established businesses up to $3M in revenue.
$1M / year revenue
- Everything in Scale, plus:
- Weekly bookkeeping
- Fractional CFO advisory
- Custom KPI dashboards
- Monthly strategy call
- Dedicated phone & text support
Pick exactly what you need — à la carte
Not ready for a full package? Add individual services to any plan, or book a one-time clean-up. Transparent add-on pricing with no surprises.
Book Clean-Up
Small to X-Large
Projects Clean-Up
Per project · Small to Large
Additional 100 Transactions
Basic to Projects
Payroll Administration
Up to 15 employees
Sales Tax Management
Filing & tracking
A/P Management
Accounts payable
A/R / Invoicing Management
Accounts receivable
KPI Dashboard
Custom metrics
Need a custom combination? Tell us which services you want and we'll build a quote around your books.
Build My QuoteWeekly, monthly, or quarterly — your choice
Every package can be delivered at the cadence that matches your business's volume and complexity. Higher-volume businesses benefit from more frequent bookkeeping.
Weekly
High-volume businesses
- Weekly transaction categorization
- Weekly bank & card reconciliation
- Weekly cash position report
- Ongoing AR/AP monitoring
- Monthly financial statements
Monthly
Mid-volume businesses
- Monthly transaction categorization
- Monthly full reconciliation
- Monthly P&L, Balance Sheet, Cash Flow
- Sales tax tracking & filing prep
- Quarterly review summary
Quarterly
Established, stable businesses
- Quarterly bookkeeping close
- Quarterly reconciliation
- Quarterly financial statements
- Estimated tax preparation support
- Year-end clean-up & handoff
Behind on your books? We can fix that.
Whether you're months behind or just want a second set of eyes on your current bookkeeper's work, our clean-up and review services get you back on track.
Bookkeeping Clean-Up
Months or years behind? We rebuild your books from scratch — reconstructing accounts, reconciling every transaction, and bringing you current without judgment.
Bookkeeping Review
Already have a bookkeeper? We review their work line-by-line to verify accuracy, catch errors, and ensure your books are review-ready and tax-ready.
QuickBooks Rescue
Messy QuickBooks file? As a former insider, we diagnose and repair chart-of-accounts chaos, duplicate entries, and broken reconciliations.
Not sure what you need? Book a free consultation and Lonnie will assess your books — no obligation.
Book a Free AssessmentBuilt for businesses earning $500K to $10M
Our sweet spot is the business that's outgrown DIY bookkeeping but isn't ready for a full-time CFO. If you're in that range, you're exactly who we built this for.