Monthly Accounting Packages
Startup
Ideal for entrepreneurs and growing businesses, we help build a compliant, reliable, and strategic financial foundation to support long-term success.
Starting at $750/Mo. *
Services Included
Monthly Review Call
Monthly transaction categorization & reconciliation (banks, credit cards, loans)
Monthly financial statements (P&L, Balance Sheet, Cash Flow)
Fixed Asset Management
Journal Entry Management
Record Payroll Transactions in Accounting System
* - Final monthly price based on transaction volumes determined during discovery
Growth
Designed for fast-growing businesses, that need an extra boost to reach the next level of success.
Starting at $1,500/Mo. *
Services Included
Monthly Review Call
Monthly transaction categorization & reconciliation (banks, credit cards, loans)
Monthly financial statements (P&L, Balance Sheet, Cash Flow)
Fixed Asset Management
Journal Entry Management
Record Payroll Transactions in Accounting System
Revenue Recognition & Deferred Expense Management
Integration with 3rd-party tools (Stripe, Shopify, Gusto, Avalara, ADP, etc.)
Accounts Payable Services
Enterprise
Perfect for businesses seeking a full-service financial department at their fingertips—delivering everything from bookkeeping to strategic guidance in one place.
Starting at $2,500/Mo. *
Services Included
Weekly Review Call
Monthly transaction categorization & reconciliation (banks, credit cards, loans)
Monthly financial statements (P&L, Balance Sheet, Cash Flow)
Fixed Asset Management
Journal Entry Management
Record Payroll Transactions in Accounting System
Revenue Recognition & Deferred Expense Management
Integration with 3rd-party tools (Stripe, Shopify, Gusto, Avalara, ADP, etc.)
Accounts Payable Services
Accounts Receivable Services
Monthly variance analysis on P&L and Balance Sheet
Additional Financial Analysis Services Included
Cash Flow & Budget Preparation/Management
Cash Flow Forecasting & Budget to Actual Variance Analysis
Custom Reports Requested by Client
One Time Services
Quickbooks Online Setup
$500 Fixed Fee
We setup your Quickbooks Online (QBO) instance with everything you need to get started and do your own accounting:
Setup basic company information
Setup customers & vendor profiles
Setup product/service billing codes
Configure Invoice Templates
Setup Chart of Accounts to your specific industry & customization requests
Setup automatic Bank Feeds
Accounting Records Cleanup
Contact Us For Pricing
Are your books a mess because accounting has been an afterthought? We can help.
We’ll assess your financials, create a clear cleanup plan, and get your accounting system in order—so you have accurate, up-to-date books and a solid foundation for your business moving forward. Contact us today to get started.
Special Projects
Contact Us For Pricing
Have a special project that needs expert support? We combine full-stack development, accounting, and finance expertise to tackle unique business challenges. From system implementations and custom financial solutions to bookkeeping cleanups and technology integrations, we deliver results that streamline your operations and drive growth. Contact us today to see how we can help with your next project.
Some of the following projects we’ve worked with:
M&A Transaction Work & Due Diligence
Custom Financial Reporting & KPI Dashboards
Implementation of various ERP systems (Netsuite & Workday)
System integration of various software tools
Large Data migration from various systems
Custom development of SaaS subscription billing programs
Custom Excel spreadsheets utilizing VBA/macros to automate various tasks
And many other projects!
Technology We Use
Accurate bookkeeping starts with the right technology. We work with leading accounting, payroll, and reporting tools to streamline your financial operations and keep everything organized in one place. From cloud-based accounting platforms to payment processors and tax compliance solutions, we use the software that helps your business stay efficient, compliant, and ready to grow.
Quickbooks Online (QBO)
Xero
Bill.com
Divvy
Concur
Expensify
Stripe
Authorize.net
Paypal
ADP
Gusto
Docusign
PowerBI
Avalara
Taxjar
Taxcloud
Hubdoc
… and many more!