Flexible Ways To Engage
Service Packages
Final scope and pricing are tailored after a short discovery review.
| Package | Best for | Typical components |
|---|---|---|
| Foundation | Businesses establishing or reorganizing systems | QuickBooks setup, chart of accounts, opening balances, workflow design, and orientation. |
| Monthly Essentials | Businesses needing dependable recurring books | Monthly processing, bank/credit card reconciliation, core statements, and an open-item list. |
| Monthly Plus | Owners who need added operational visibility | Essentials plus A/P or A/R support, selected schedules, and a monthly review conversation. |
| Bookkeeping + Payroll | Businesses seeking coordinated monthly operations | Recurring bookkeeping plus QuickBooks Online Payroll or Gusto processing support, payroll reports, and account reconciliation. |
| Cleanup & Catch-Up | Books that are behind or unreliable | Diagnostic review, correction plan, historical processing, reconciliations, and completion package. |
| QuickBooks Project | A defined Online or Desktop need | Setup, optimization, troubleshooting, migration support, payroll integration, report design, or training. |
Pricing factors include transaction and payroll volume, number of accounts and employees, record condition, platforms, integrations, reporting needs, deadlines, and client responsiveness.
Find the right package for your business
Final scope and pricing are tailored after a short discovery review — no two engagements look exactly alike.