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Client Portal

Clear, Predictable Pricing for Small Businesses
 




One‑Time Book Review & Assessment — $300 (Paid Up Front)
A simple, upfront review for businesses who want clarity before committing to monthly service.
What's Included:

  • Review of current bookkeeping setup

  • Evaluation of transaction accuracy

  • Identification of cleanup needs

  • Workflow and system check (QBO, bank feeds, POS)

  • Summary of findings + recommended next steps

If you choose to move forward: 50% of this fee ($150) is credited toward your onboarding.
This gives you a low‑pressure way to understand the condition of your books and what level of monthly service you’ll need.
 
Onboarding & Setup — $750–$1,250 (Paid Up Front)
A structured setup process that prepares your books and workflows for clean, accurate monthly maintenance. Pricing varies based on complexity and the condition of your existing records.
What’s included:

  • Chart of accounts cleanup

  • Transaction rule setup

  • Bank feed alignment

  • Document organization

  • Job‑costing structure (for trades)

  • Workflow setup (Client Hub, POS, recurring tasks)

  • First‑month bookkeeping included

If you completed the Book Review & Assessment: Your onboarding fee is reduced by $150.
Onboarding ensures your books start clean, your workflows run smoothly, and your monthly pricing stays predictable.



Straightforward monthly plans designed for owners who value accuracy, responsiveness, and workflow support. Every plan includes secure cloud‑based bookkeeping, weekly maintenance, and monthly financial reporting.
 
Starter — $195/month
Best for solopreneurs, hobby-to-business transitions, and low‑volume service businesses.

  • Up to 75 transactions/month

  • Weekly bookkeeping cadence

  • Monthly account reconciliation

  • Monthly financial statements

  • Email support

  • Optional add-ons available

 
Standard — $325/month
Ideal for growing service businesses and makers with consistent monthly activity.

  • Up to 200 transactions/month

  • Weekly bookkeeping cadence

  • Monthly account reconciliation

  • Monthly financial statements + KPI snapshot

  • Email + text support

  • Quarterly review call

  • Priority document processing

 
Premium — $525/month
Designed for multi‑channel sellers, higher-volume service businesses, and owners who want hands-off financial management.

  • Up to 400 transactions/month

  • Weekly bookkeeping cadence

  • ​Monthly account reconciliation

  • Monthly financial statements + KPI dashboard

  • Email + text support

  • Monthly review call

  • Workflow optimization recommendations

  • Receipt management included

  • Priority support

Subscriptions

One-Time Services

Add-On Services

(Each service is quoted first. Work begins after up-front payment.)
Catch-Up & Clean-Up Work

For businesses needing past months or years brought up to date.

  • $95/hour

  • Flat-rate quotes available for large projects

Payroll Setup & Monitoring

I assist with payroll provider setup (ADP, Gusto, Paychex, etc.) and ensure payroll data flows correctly into QuickBooks. I do not run payroll or file payroll taxes — your payroll provider handles all processing and compliance. I also do not run payroll inside QuickBooks Payroll. My role is to keep your payroll workflows clean, accurate, and aligned with your bookkeeping.

  • Setup: $150 one-time

  • Monthly monitoring: $65/month (up to 5 employees)

1099 Preparation & Filing

I track contractor payments throughout the year, collect W‑9s, determine who requires a 1099‑NEC, and prepare and file your 1099s through a secure filing service. This is information reporting only.

  • $25 per contractor

  • Includes filing + delivery

Workflow Optimization & Systems Consulting

Perfect for owners who want smoother operations, better automation, and reduced admin time.

  • $125/hour

  • Packages available for multi-session engagements

QuickBooks Online Setup

  • $250 one-time

  • Includes chart of accounts customization, bank feed setup, and workflow alignment

Project-Based Services

New Business Financial Setup - $495 (Paid Up Front)

A complete foundational setup for new businesses:

  • Chart of accounts

  • Banking structure

  • Expense categorization system

  • Recommended workflows

  • First-month bookkeeping included

E-Commerce Channel Integration - $350 (Paid Up Front)

Setup the interface to QuickBooks from Shopify, Square, Stripe, etc.

  • Sales channel mapping

  • Fee categorization

  • Excludes Inventory Synchronization with QuickBooks

QuickBooks Migration Support - $250 - $450 one-time
(Quoted Then Paid Up Front)

  • Importing customer, vendor, and product lists

  • Entering opening balances

  • Setting up bank feeds and account mapping

  • Establishing a clean start date

  • Reconciling initial periods

  • Ensuring your file is ready for ongoing bookkeeping

  • Note: Complex historical conversions or cleanup from previous systems may require a specialist. In those cases, I provide referrals and resume bookkeeping once QuickBooks is ready.

Intro Call
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