Getting Started or Need to be Cleaned up?
Pricing reflects typical engagements. Final pricing may vary based on complexity, volume, correctness and completeness of bookkeeping.
Intial Set up
$300One time
- For new QBO users starting fresh
- Set up QuickBooks Online account and subscription
- • Customize chart of accounts
- • Record beginning balances as of Jan 1
- • Configure company settings and user access
- • Input customer, vendor, and employee data
- • Set up product or service items
- • Initial invoice template setup
- • Connect bank, credit card, and app integrations (e.g., Lodgix, QBO Payments)
- 💡 Discounted when bundled with monthly service
Diagnostic Review
$100Hour
- For existing QBO users who want peace of mind
- • Review current QBO setup
- • Check for errors in reconciliations, AP/AR, and chart of accounts
- • Confirm accuracy and consistency of transaction categorization
- • Provide recommendations for clean up, if needed
- • Ideal first step before switching bookkeepers or filing taxes
- 💡 Discounted when bundled with Clean Up service
One-Time Clean Up
$TBD
- For catching up unfinished books and starting clean – OR – For cleaning up messy books moving forward clean
- • Import & categorize all transactions
- • Reconcile bank & credit card accounts
- • Match Vendor bills / expense to receipts
- • Match Customer Invoices to payments
- • Enter payroll & tax payments from ADP or other providers
- • Maintain general ledger on cash, modified accrual, or accrual basis
- • Progressive Billing available
- • 1099 tracking & reporting available (filing fees extra)
- 💡 Discounted when bundled with monthly service
Monthly Bookkeeping Packages
Together we will select the plan that fits your business best — we grow with you!
Pricing reflects typical engagements. Final pricing may vary based on complexity and volume.
Foundations
$150++Monthly
- Consulting only, annual contract
- For startups, solopreneurs, and side hustlers who want to handle their own books but value having a CPA in their corner all year to ensure they’re doing things right.
- • We show you how to reconcile your bank & credit card accounts
- • Receipt Management & Communication Platform (Keeper) Included
- • Accounts payable: Advising only
- • Accounts receivable: Advising only
- • Monthly Q&A access to a CPA through Keeper for those tricky transactions
- • Payroll: Advising only, but we can assist with set up
- ++ Set up of Quickbooks Online is available for additional fee
Basic
$349Monthly
- For businesses with a modest flow of transactions
- Transaction Volume: Monthly Average 75–150 per month
- • Receipt Management & Communication Platform (Keeper) Included
- • Monthly bank & credit card reconciliations
- • Accounts payable: Entry only
- • Accounts receivable: Entry only
- • General ledger maintenance (cash or accrual)
- • Payroll: Entry Only
- • Portal access to a CPA for questions and concerns
- • Monthly financial statements
Standard
$599Monthly
- For growing teams ready for full-service support
- Transaction Volume: Monthly Average 151–300 per month
- • Receipt Management & Communication Platform (Keeper) Included
- • Monthly bank & credit card reconciliations
- • Accounts payable: Entry or Bill pay
- • Accounts receivable: Entry only
- • General ledger maintenance (cash or accrual)
- • Payroll: Entry or Processing using QuickBooks Payroll for 3 or fewer employees
- • Portal access to a CPA for questions and concerns
- • Monthly financial statements
- • Tax filing preparation assistance
- • 1099 tracking & reporting (filing fees extra)
Premium
$999Monthly
- For high-volume or complex businesses that want it all
- Transaction Volume: Monthly Average over 301
- • Receipt Management & Communication Platform (Keeper) Included
- • Monthly bank & credit card reconciliations
- • Accounts payable: Entry or Bill pay
- • Accounts receivable: Entry or Full invoicing
- • General ledger maintenance (cash or accrual)
- • Payroll: Entry or Processing using QuickBooks Payroll for 4 or more employees
- • Portal access to a CPA for questions and concerns
- • Monthly financial statements
- • Tax filing preparation assistance
- • 1099 tracking & reporting (filing fees extra)
- • Financial statement analysis & trends
- • Priority support
Tax Preparation and Planning Services
Business Tax Preparation
$Request a Quote
- All tax services are quoted based complexity, completeness of bookkeeping, & forms required.
- A Formal Engagement Letter is Required.
- Federal and Florida business and individual tax returns
- S Corporation and Partnership filings
- 1040 with Schedule C for business owners
- 1040 with Schedule E for rental property owners
- Prior year return review
- IRS and state notices related to returns we prepare
- Ready to get your taxes handled with clarity and ease? Let’s talk.
Tax Advisory and Planning
$Request a Quote
- All Advisory Services are quoted based on complexity and frequency, up to date bookkeeping is required.
- A Formal Engagement Letter is Required
- S Corporation advisory
- Reasonable compensation analysis
- Quarterly Estimated Tax planning
- Bookkeeping and tax workflow alignment
- Support for tax efficient decision making
- Year end planning sessions
- Guidance for new business owners on tax requirements