Choose the support your business needs.
Whether you want to do it yourself, work alongside us, or have us handle it for you, you’ll see exactly what’s included and what each service costs.
COMPARE YOUR OPTIONS
| WE SHOW YOU HOW | WE DO IT TOGETHER | WE HANDLE IT | |
|---|---|---|---|
| Best for | Solo / Under $100K | Learn + Work Together | $150K+ / Growing |
| Starting at | $99 | $1249 | $499/month |
| QuickBooks Setup | ✓ | ✓ | ✓ |
| Training | ✓ | ✓ | — |
| Bookkeeping | You | Together | Us |
| Bookkeeping Review | ✓ | ✓ | ✓ |
| Bookkeeping Cleanup | — | ✓ | ✓ |
| Bookkeeping Reconstruction | — | ✓ | ✓ |
| Payroll Processing | — | ✓ | ✓ |
| Payroll Tax Filing | — | ✓ | ✓ |
| Payroll Cleanup | — | ✓ | ✓ |
| Financial Reporting | ✓ | ✓ | ✓ |
| Financial Systems | ✓ | ✓ | — |
| Ongoing Management | — | Optional | ✓ |
| Expert Support | ✓ | ✓ | ✓ |
BOOKKEEPING
Ongoing Bookkeeping
Starting at $499/month
| What’s Included | |
|---|---|
| Transaction categorization | ✓ |
| Transaction organization | ✓ |
| Bank reconciliation | ✓ |
| Credit card reconciliation | ✓ |
| Monthly bookkeeping | ✓ |
| Financial record maintenance | ✓ |
| Profit & Loss | ✓ |
| Balance Sheet | ✓ |
| General financial reports | ✓ |
| Bookkeeping review | ✓ |
| Discrepancy identification | ✓ |
| Ongoing maintenance | ✓ |
| Historical cleanup | Separate service |
| Payroll | Separate service |
| Payroll tax filing | Separate service |
Best for
Growing businesses • Businesses doing $150K+ • S-Corporations • Service businesses • Owners who have outgrown DIY bookkeeping • Businesses that want their books professionally maintained
PAYROLL
Payroll Processing
Starting at $149/month + $29/employee
| What’s Included | |
|---|---|
| Payroll processing | ✓ |
| Employee setup | ✓ |
| Employee record maintenance | ✓ |
| Payroll schedule management | ✓ |
| Payroll records | ✓ |
| Payroll reporting | ✓ |
| Payroll system support | ✓ |
| Payroll issue identification | ✓ |
| Payroll tax filing | Separate service |
| Historical payroll cleanup | Separate service |
Best for
S-Corporations • Employers • Service businesses • Businesses with employees • Owners who want payroll processed accurately and on schedule
PAYROLL TAX FILING
Federal & State Payroll Tax Filing
$1,249/quarter + $49/employee
| What’s Included | |
|---|---|
| Federal payroll tax returns | ✓ |
| State payroll tax returns | ✓ |
| Quarterly payroll tax filings | ✓ |
| Filing deadline tracking | ✓ |
| Payroll tax reporting | ✓ |
| Filing records | ✓ |
| Multi-state payroll tax filing | ✓ |
| Payroll processing | Separate service |
| Historical payroll tax cleanup | Separate service |
Best for
Businesses that do not have a payroll tax filing system in place and need their required federal and state payroll tax returns prepared and filed.
Payroll processing and payroll tax filing are separate services.
Payroll processing = paying your employees.
Payroll tax filing = preparing and filing your required payroll tax returns.
Need both? We can provide both services based on your business and employee count.
CLEANUP & RECONSTRUCTION
Bookkeeping Cleanup
Starting at $499 each month of Reconstruction
| What’s Included | |
|---|---|
| Historical bookkeeping review | ✓ |
| Transaction review | ✓ |
| Account reconciliation | ✓ |
| Missing record identification | ✓ |
| Historical corrections | ✓ |
| Bookkeeping reconstruction | ✓ |
| Error identification | ✓ |
| Financial record organization | ✓ |
| Profit & Loss review | ✓ |
| Balance Sheet review | ✓ |
| Payroll cleanup | Separate service |
| Payroll tax cleanup | Separate service |
Typical turnaround
Simple cleanup: Often under 24 hours
More involved cleanup: Typically within 7 days
Actual timing depends on the condition and availability of your records.
Best for
Businesses with overdue bookkeeping • Unreconciled accounts • Historical errors • Missing records • Incorrect financial records • Books that don’t match what’s actually happening
PAYROLL CLEANUP
Historical Payroll Cleanup & Reconstruction
Starts at $349 + $49/Employee each month of Reconciliation
| What’s Included | |
|---|---|
| Historical payroll review | ✓ |
| Payroll record review | ✓ |
| Payroll discrepancy identification | ✓ |
| Historical payroll reconstruction | ✓ |
| Employee payroll record review | ✓ |
| Payroll record organization | ✓ |
| Payroll corrections | Based on records |
| Payroll tax review | ✓ |
| Payroll tax filing corrections | Separate service |
| Ongoing payroll processing | Separate service |
Typical turnaround
Often overnight when accurate payroll records are available.
More complex situations may require additional time.
Best for
Businesses with incorrect payroll • Missing payroll records • Historical payroll problems • Payroll that doesn’t match the books • Businesses that inherited a payroll mess
FINANCIAL SYSTEMS
Financial Systems & Business Setup
Starting at $499 (One Time)
| What’s Included | |
|---|---|
| QuickBooks setup | ✓ |
| Chart of accounts | ✓ |
| Financial categories | ✓ |
| Business settings | ✓ |
| Banking connections | ✓ |
| Payroll configuration | ✓ |
| Reporting structure | ✓ |
| Financial workflows | ✓ |
| System organization | ✓ |
| Tool recommendations | ✓ |
| Process setup | ✓ |
| Training | ✓ |
Typical timeline
1–2 weeks
Depending on the systems involved and any required state approvals.
Best for
New businesses • Businesses switching systems • Growing businesses • Businesses that have outgrown their current setup • Owners who want their financial system built correctly
AFFORDABLE BOOKKEEPING
Simple bookkeeping for service businesses under $100K
| STARTER | GROWTH | |
|---|---|---|
| Starting at | $99/month | $249/month |
| Best for | Newer / smaller businesses | Growing service businesses |
| Annual revenue | Under $100K | Under $100K |
| Financial accounts | 1 | Multiple |
| Transaction categorization | ✓ | ✓ |
| Basic reconciliation | ✓ | ✓ |
| Detailed transaction classification | — | ✓ |
| Multiple account reconciliation | — | ✓ |
| Payment processor review | — | ✓ |
| Organized financial records | ✓ | ✓ |
| Financial reporting | Basic | More detailed |
| Ongoing bookkeeping support | ✓ | ✓ |
| Historical cleanup | Separate service | Separate service |
| Payroll | Separate service | Separate service |
| Payroll tax filing | Separate service | Separate service |
STARTER BOOKKEEPING — $99/month
Best for: New businesses, solo owners, lower transaction volume, and simple income and expenses.
GROWTH BOOKKEEPING — $249/month
Best for: Growing service businesses with multiple accounts, multiple income sources, payment platforms, or a need for clearer financial visibility.
WHAT AFFECTS YOUR PRICE?
Your starting price gives you a clear baseline. Your final price depends on the actual work involved.
| Factor | Can Affect Pricing |
|---|---|
| Number of accounts | ✓ |
| Transaction volume | ✓ |
| Number of employees | ✓ |
| Payroll frequency | ✓ |
| Number of states | ✓ |
| Business complexity | ✓ |
| Historical cleanup | ✓ |
| Missing records | ✓ |
| Payroll tax jurisdictions | ✓ |
| Reporting requirements | ✓ |
| Systems & integrations | ✓ |
No mystery pricing.
We’ll review your situation, explain what you need, and tell you what it will cost before the work begins.
WHICH SERVICE DO YOU NEED?
| If you’re thinking… | Start here |
|---|---|
| I want to do this myself. | We Show You How |
| I want to learn while getting professional help. | We Do It Together |
| I want someone to handle it. | We Handle It |
| I need ongoing bookkeeping. | Bookkeeping |
| I need payroll processed. | Payroll |
| I need payroll taxes filed. | Payroll Tax Filing |
| My books are behind or wrong. | Bookkeeping Cleanup |
| My payroll is wrong or has historical issues. | Payroll Cleanup |
| I need to build my financial system. | Financial Systems |
| I need bookkeeping + payroll managed. | Ongoing Bookkeeping |
STILL NOT SURE WHAT YOU NEED?
Tell us what’s going on and we’ll help you figure out what needs to be done.
