Choose the Right Level of Support
New Business Introductory Option
Startup Solo
Qualifying sole proprietors and single-member startups may begin with essential monthly bookkeeping at an introductory rate of $200 per month for the first six months. This option does not include payroll.
A bookkeeping and payroll option is available at an introductory rate of $275 per month for the first six months for businesses with straightforward payroll and up to five employees.
This limited-availability program is designed for new, single-owner businesses with simple bookkeeping needs. The eligibility, service limits, future pricing, and onboarding requirements are all explained before services begin.
*QuickBooks Online and payroll-platform subscription fees are paid separately by the client.
Solo Starter
$300 per month
For established solopreneurs and single-
member businesses with straightforward
monthly bookkeeping needs
Up to 75 monthly transactions
One bank account and one credit card account
Monthly transaction categorization and reconciliations
Monthly Profit & Loss and Balance Sheet
Email support for bookkeeping questions
Additional services quoted separately
Payroll processing is not included in the
permanent Solo Starter plan.
Essential
For smaller businesses that need dependable
monthly bookkeeping and clear financial
reports
Starting at $500 per month
Monthly transaction categorization
Bank and credit card reconciliations
Monthly Profit & Loss and
Balance SheetBrief written explanation of financial results
Year-end records organized for
your tax professionalEmail support for bookkeeping
questions
Professional
For a growing business with greater transaction
volume, multiple financial accounts, or
additional bookkeeping support needs.
Starting at $750 per month
Everything included in Essential
Expanded transaction and account activity
Accounts receivable and/or payable support, as agreed
Payroll support or coordination, when included
Monthly financial review conversation
Expanded reporting and priority communication
Pricing remains available while the business stays within the stated service limits. Plans may be reviewed after 90 days and whenever the client’s activity or support requirements change. The client will receive advance notice before moving to a different service level.
One-Time Onboarding
REQUIRED FOR NEW MONTHLY CLIENTS
Engagement
Payment
Startup Solo
Solo Starter
Essential and Professional
New Payroll Setup or Migration
$300
$500
$600 Starting
$150 Starting
Onboarding Fee
$150 when service begins and $150 the following month
$250 when service begins and $250 the following month
Payment terms stated in the proposal
Added when payroll must be configured or transferred
We review your existing books, organize your QuickBooks Online account, establish the bookkeeping workflow, and prepare your business for consistent monthly service.
You receive a clearly defined scope and price before services begin.
How Your Price Is Determined
Historical catch-up or cleanup is quoted separately after the books are reviewed.
Monthly transaction activity
Complexity of the books and reporting
Receivables, payables, or payroll needs
Number of bank and credit card accounts
Catch-up or cleanup requirements
Payment processors and connected systems
Additional Services
Available as additions to the monthly service
or as separately quoted projects.
Catch-up and cleanup bookkeeping
QuickBooks Online Setup and optimization
Unanet billing and AP support
Expanded accounts receivable support
Expanded accounts payable support
Payroll processing, coordination, and support
Let's Talk About Your Business
Tell us about your bookkeeping needs, current systems and goals. We’ll review your information and follow up about the right level of support.
