We offer several monthly accounting plans designed to provide reliable, ongoing financial support for your business. Each plan is fully customizable, allowing you to tailor services to meet your specific needs. Our core plans — Basic, Essential, and Premier — are designed for clients that have already established a company and are using accounting software such as QuickBooks to manage your books. With fixed monthly fees, you can budget confidently knowing there are no unexpected charges for routine work. As your business grows, our services can easily scale to match your evolving needs. These plans range from covering only the essentials to offering bundled services that deliver enhanced value and cost efficiency, all under one predictable monthly payment.
The Basic Plan offers reliable, foundational support to help keep your financial records organized and up to date, providing tools and responsive assistance to maintain clear control over your business finances. It is designed for existing companies already using accounting software but need consistent bookkeeping and accurate financial reporting without unnecessary complexity - perfect for businesses seeking straightforward, dependable accounting support as they grow.
Payroll service needs vary widely from business to business. Some have just a few employees with straightforward pay, while others manage larger teams with complex schedules and benefits. Because of this, a one-size-fits-all monthly fee rarely works for payroll services. However, for the majority of small companies, Complete Payroll services can be added to the Basic or Essentials plan for $180 per month. *up to 3 employees - $5 per employee over 3.
Every business is unique. Some manage only a few bank accounts and transactions, while others handle many accounts and high transaction volumes. Because of this variation, a fixed monthly fee for bookkeeping services rarely fits all. Basic bookkeeping, such as transaction entry and AP/AR management, is best priced hourly or customized to meet the specific needs of each business. Basic bookkeeping services are included in the Basic Monthly Plan* and additional services can be added as needed.
The Essential Plan builds on foundational accounting support by offering expanded services designed to enhance financial insight and improve operational efficiency. It’s ideal for growing businesses that already use accounting software and need more detailed reporting, budgeting assistance, and proactive support to help manage their finances with greater confidence. The Essentials Plan includes everything in the Basic Plan plus many extras..
Everything in the Basic Plan, plus:
Complete Payroll services can be added to the Basic or Essentials plan for $180 per month. *up to 3 employees - $5 per employee over 3.
Bookkeeping can be added to one of our plans for as little as $68/month.
The Premier Plan delivers comprehensive accounting and advisory support tailored for businesses seeking the highest level of financial management. Designed for companies already using accounting software, this all-inclusive plan bundles every essential service under one straightforward price - eliminating worries about unexpected fees or hidden costs. With strategic insights, advanced reporting, and personalized guidance, it empowers you to make confident decisions and maximize efficiency.
Everything in the Essential Plan, plus:
The Premier Plan includes complete full service payroll processing for up to 15 employees.* This includes new employee onboarding, direct deposit availability, complete payroll processing weekly or biweekly, federal and state payroll tax deposits and filing of all payroll tax returns. It also includes processing and disbursement of W2 forms for employees and 1099 forms for subcontractors at the end of each year.
* $5 each for Additional employees over 15. Does not include Time Management.
Bookkeeping can be added to one of our plans for as little as $68/month.
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