• BASIC
    1–2 accounts, under 50 transactions
    $300

    STANDARD
    3–4 accounts, up to 150 transactions
    $500

    PREMIUM
    5+ accounts, A/R or A/P, 150–300+ transactions
    $800

  • 1-2 MONTHS BEHIND
    $400

    3-6 MONTHS BEHIND
    $900

    6-12 MONTHS BEHIND
    $1,800

    OVER 12 MONTHS
    $2,500+

  • QBO Setup Only
    COA, bank/credit card sync, templates, settings
    $350

    Setup + 1 Training Session
    Above + 60 min call + email support
    $600

    Setup + Cleanup (3–6 months history)
    Above + transaction import, reconciliation
    $1,000

    Training Only (Standalone)
    1:1 screen share training session (60 min)
    $200

  • 1-5 EMPLOYEES
    $150

    6-15 EMPLOYEES
    $300

    15-25 EMPLOYEES
    $450

    ADD-ON PER W2/1099
    $25

  • CHECK-IN CALL (60 MIN) + FOLLOW-UP SUMMARY
    $150/MONTH

    QUARTERLY FORECASTING & BUDGETING
    $400/QUARTER

    ANNUAL STRATEGY SESSION + REVIEW
    $800/ANNUAL

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