Plans
Pricing Table
We don’t just set up your QuickBooks — we keep your books accurate, compliant, and growth-ready.
All-in-One Setup & Onboarding
Quick, complete QuickBooks setup with optional training.
$199/one-time
For 1 user + accountant access
- Chart of accounts, sales tax & invoices
- Bank feeds & opening balances
- 1–2 live training sessions
Cleanup & Catch-Up
Fix historical issues, review past transactions, and correct categorization.
$250/one-time
For up to 3 users + accountant access
- 3–12 months review
- Reconciliations & corrections
- Reporting package with before/after summary
Migration Service
Migrate from Excel, Xero, or Desktop, map & verify data, and ensure an accurate transition.
$399/one-time
For up to 5 users + accountant access
- Data mapping & verification
- Reconciliation testing
- Onboarding support & walkthrough
QuickStart — Sessions
Hourly sessions for personalized support, workflow setup, and automation efficiency.
$99/hour
For up to 25 users + accountant access
- Connect banks & apps
- Workflow & automation recommendations
- 30-min follow-up & checklist
Essential Care
Light bookkeeping + review.
$149/month
Annual (12×): $1,788.00
Limited 30% off — Pay $1,251.60
- Monthly reconciliation
- Error fixing & email support
- 15-min quarterly check-in
Growth Care
Full bookkeeping & reporting.
$299/month
Annual (12×): $3,588.00
Limited 30% off — Pay $2,511.60
- Weekly categorization
- Monthly reports & analysis
- Monthly review call
Premium Care
Support & custom dashboards.
$599/month
Annual (12×): $7,188.00
Limited 30% off — Pay $5,031.60
- Everything in Growth Care
- Payroll & dashboard setup
- Quarterly performance call
CFO Lite
Advanced financial strategy
$999/month
Annual (12×): $11,988.00
30% off — Pay $8,391.60
- Everything in Premium Care
- Budgeting & forecasting
- KPI tracking & strategic monthly session
Annual prepayment discounts: 10–30% off.
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