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 Sheet

  • Brief written explanation of financial results

  • Year-end records organized for
    your tax professional

  • Email 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.