-
BASIC
1–2 accounts, under 50 transactions
$300STANDARD
3–4 accounts, up to 150 transactions
$500PREMIUM
5+ accounts, A/R or A/P, 150–300+ transactions
$800 -
1-2 MONTHS BEHIND
$4003-6 MONTHS BEHIND
$9006-12 MONTHS BEHIND
$1,800OVER 12 MONTHS
$2,500+ -
QBO Setup Only
COA, bank/credit card sync, templates, settings
$350Setup + 1 Training Session
Above + 60 min call + email support
$600Setup + Cleanup (3–6 months history)
Above + transaction import, reconciliation
$1,000Training Only (Standalone)
1:1 screen share training session (60 min)
$200 -
1-5 EMPLOYEES
$1506-15 EMPLOYEES
$30015-25 EMPLOYEES
$450ADD-ON PER W2/1099
$25 -
CHECK-IN CALL (60 MIN) + FOLLOW-UP SUMMARY
$150/MONTHQUARTERLY FORECASTING & BUDGETING
$400/QUARTERANNUAL STRATEGY SESSION + REVIEW
$800/ANNUAL