We believe pricing should feel as organized as the work itself. Every engagement is custom-scoped, but here's how we typically structure fees so you know what to expect.
Monthly engagements are scoped by transaction volume, complexity, and the accounts we reconcile. Below are typical starting ranges.
For individuals and very small operations with light transaction volume.
Starting atFor established small businesses running steady monthly activity.
Starting atFor growing businesses with higher volume and multiple workflows.
Starting atFrom $750 per prior year
Pricing depends on the number of months behind, transaction volume, and the current state of your records. Most engagements are scoped after a brief review of your file.
From $450 per quarter
For clients who don't need full monthly engagement but want consistent check-ins, reconciliations, and reporting on a quarterly cadence.
From $1.50 per transaction
For businesses over 300 monthly transactions, we combine a monthly base fee with a per-transaction rate — transparent and scalable.
From $495 one-time
Fresh QuickBooks Online setup including chart of accounts, bank feeds, and best-practice configuration for your business type.
Every transaction is reviewed and categorized against a chart of accounts tailored to your business or personal setup.
Every bank, credit card, and applicable merchant account is reconciled to statements each month.
Financial statements delivered monthly, with comparative views as needed and commentary on anything worth noting.
We ask the clarifying questions, flag anomalies early, and keep you informed without flooding your inbox.