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Fee Schedule for Bookkeeping & Advisory services
Bookkeeping that Grows With Your Business
We know that no two businesses are alike. That’s why we offer accounting packages in three tiers, so you get the level of support that matches your stage of business and your goals. From basic compliance to full CFO-level insight, we’ve got you covered.
QuickBooks Online Training & Consultation:
Billable at $90 for 30 minutes
Fixed monthly fee is available based on the level of support needed, number of accounts and volume of transactions.
We do not use QuickBooks Desktop.
All QuickBooks Desktop clients will be converted to a
QuickBooks Online subscription, the better one :)
Base Tier – Bookkeeping Essentials
Core Tier – Bookkeeping + Growth Insights
Core Tier – Bookkeeping + Growth Insights
Perfect for Solopreneurs or small service businesses needing accurate books and peace of mind.
What’s Included:
- Monthly transaction categorization & reconciliations
- Monthly financial statements (P&L, Balance Sheet, Cash Flow)
- QuickBooks Online setup & maintenance
- Customized chart of accounts tailored to your business
- Year-end tax package ready for tax filing.
Starting at $300/month
Core Tier – Bookkeeping + Growth Insights
Core Tier – Bookkeeping + Growth Insights
Core Tier – Bookkeeping + Growth Insights
Perfect for growing businesses ready for more than just report, they want financial clarity to make smarter strategic decisions.
What’s Included:
- Everything in Base, plus:
- Monthly KPI dashboard (top 5–7 business metrics)
- Owner’s pay & compensation strategy
- Quarterly review meeting to discuss profit trends, cash flow & Tax Planning.
- Ongoing t
Perfect for growing businesses ready for more than just report, they want financial clarity to make smarter strategic decisions.
What’s Included:
- Everything in Base, plus:
- Monthly KPI dashboard (top 5–7 business metrics)
- Owner’s pay & compensation strategy
- Quarterly review meeting to discuss profit trends, cash flow & Tax Planning.
- Ongoing tax position monitoring & proactive alerts
Starting at $600/month
Premium Tier – Virtual CFO Package
Core Tier – Bookkeeping + Growth Insights
Premium Tier – Virtual CFO Package
Perfect for established businesses needing executive-level financial strategy and hands-on support.
What’s Included:
- Everything in Core, plus:
- Bi-weekly or monthly strategy sessions with your dedicated CPA
- Cash flow forecasting & budgeting support
- Tax planning with multi-year projections
- Coordination with your legal and financial advisors
- P
Perfect for established businesses needing executive-level financial strategy and hands-on support.
What’s Included:
- Everything in Core, plus:
- Bi-weekly or monthly strategy sessions with your dedicated CPA
- Cash flow forecasting & budgeting support
- Tax planning with multi-year projections
- Coordination with your legal and financial advisors
- Priority support (same-day response)
Starts at $1,500/month