Monthly Bookkeeping & Accounting Plans

Which plan is right for you?

  • Basic: “I do most of the work myself. I just need professional oversight and corrections.”

  • Enhanced: “I want everything handled and filed so I can focus on running my business.”

  • Advanced: “I want regular advice and benchmarking to grow smarter and stay ahead.”

Basic Plan –
$300/month

For self-managed business owners who want a CPA to review their books, catch errors, and keep the books clean, without paying for extras you won’t use.

What’s included:

  • Up to 2 hours of professional service per month ($100/hour for extra time)

  • Monthly review of your QuickBooks Online (QBO), Xero, or other bookkeeping system files

  • Correction of misclassified transactions

  • Verification that all bank and credit card data is imported and reconciled

  • Posting of key journal entries (depreciation, payroll, accruals)

  • Basic bookkeeping system support

  • Preparation of monthly internal-use financial statements, customized to provide the information you need to manage your business

Enhanced Plan –
$600/month

For owners who want hands-off bookkeeping, more support, and extra compliance, ideal for growing firms or those with sales tax and payroll needs.

What’s included:

  • Up to 4 hours of professional service per month ($100/hour for extra time)

  • Everything in the Basic Plan, plus:

    • Entering manual checks

    • Importing and categorizing all bank and credit card transactions

    • Recording sales from point-of-sale (POS) system (if applicable)

    • Filing of sales tax returns and submitting payments (if applicable)

    • Filing of payroll tax reports and submitting tax deposits(if applicable)

Advanced Plan –
$900/month

For business owners who want proactive advice, regular strategy meetings, and help benchmarking against industry peers, designed for those who want insight, not just compliance.

What’s included:

  • Up to 6 hours of professional service per month ($100/hour for extra time)

  • Everything in the Enhanced Plan, plus:

    • Benchmarking your key metrics against industry standards

    • Analysis of key profitability and cash flow metrics (gross margin, profit margin, current ratio)

    • Proactive tax planning, including quarterly reassessments and updated 1040-ES estimates

    • Monthly Zoom or in-office meeting to review your financials and answer your questions in detail

All Plans Include:

  • Month-to-month agreement, upgrade, downgrade, or cancel anytime

  • No hidden fees or surprise add-ons

  • Dedicated CPA and fast support