monthly plans
Essential Bookkeeping
Starting at $250/month
Best for very small businesses with low activity.
Standard Bookkeeping
Starting at $400/month
Ideal for most local service businesses, trades, and growing small businesses.
Ideal for most local service businesses, trades, and growing small businesses.
Advanced Bookkeeping
Starting at $700/month
For busy or more complex businesses with higher transaction volume.
Not sure which plan you need?
Book a free 15-minute call and I’ll review your books and recommend the right plan for your business.
Add-On Services
- Book Cleanup Services: If you’re behind on your books, I can get everything caught up quickly and accurately.
- Additional Account Reconciliations: $25/month per additional account beyond the plan limits.
- Increased Transaction Limits: $25/month for an additional 100 transactions per account.
- QuickBooks Setup & Training: $200 one-time fee.
- Custom Reports: Starting at $50/report.
- QuickBooks Mini-Audit: Designed to catch errors, inconsistencies, and missed opportunities—so you can be confident in your financial data without committing to a full-scale cleanup.
- Individual Tax Preparation (Form 1040): Remote preparation of federal individual income tax returns, including W-2, itemized, and self-employed returns.
You can find more information on our services HERE.
QuickBooks Online Subscription information.
Frequently Asked Questions
Q: Can I upgrade or downgrade my plan later?
Absolutely! You can adjust your plan anytime to better suit your needs.
Q: What if I need more accounts or transactions than my plan allows?
We can customize a solution tailored to your business. Just let us know!
Q: Do you prepare business returns?
Currently offering individual 1040 returns only.
Q: Do you guarantee refunds?
Refunds are determined by tax law and the information provided.