Transparent Plans for Growing Businesses

Expert bookkeeping, payroll, and executive controller advisory tailored to your operational scale.

Essential
Clean financial records and compliance for early-stage & micro enterprises.
$349 / month
  • Monthly reconciliation (up to 2 accounts)
  • Monthly P&L & Balance Sheet
  • Quarterly email financial reviews
  • Tax-ready year-end documentation
  • Email support with ProAdvisor
Select Essential
Most Popular
Growth & Payroll
Comprehensive weekly oversight & payroll support for active, expanding teams.
$799 / month
  • Weekly reconciliation (up to 5 accounts)
  • Full Payroll processing (up to 10 staff)
  • Monthly P&L, Balance Sheet & Cash Flow
  • Monthly 30-min strategic consultation
  • Direct priority email & phone support
Schedule Growth Review
Executive Controller
Fractional executive guidance, cash flow strategy, and hands-on AP/AR control.
$1,499 / month
  • Continuous / daily reconciliation (unlimited accounts)
  • Full Accounts Payable & Receivable oversight
  • Custom KPI dashboards & financial forecasting
  • Bi-weekly controller strategy sessions
  • Third-party app and ERP integration support
Book Executive Call

Compare Service Deliverables

Capability / Feature Essential ($349/mo) Growth ($799/mo) Executive Controller ($1,499/mo)
Transaction Reconciliation Monthly Weekly Continuous / Daily
Connected Accounts Up to 2 accounts Up to 5 accounts Unlimited accounts
Reporting Package P&L & Balance Sheet P&L, Balance Sheet & Cash Flow Full Financial Pack + KPI Dashboard & Projections
Payroll Processing Add-on available Included (Up to 10 staff) Full payroll management & filing oversight
Bill Pay & Invoicing (AP/AR) Client self-managed Add-on available Full end-to-end management
Strategic Advisory Quarterly email review Monthly 30-min strategy review Bi-weekly controller sessions
System Support QuickBooks Online / Xero QuickBooks Online / Xero Full-stack integration & workflows

Specialized & Project Services

Flexible one-time and project-based engagements to get your operational back-office fully optimized.

Historical Clean-Up & Catch-Up

Reconstruction of messy, neglected, or out-of-balance books to make you audit- and tax-ready.

$1,500 – $6,000+ (Flat Fee)

QBO Setup & Migration

Seamless transition from Desktop, spreadsheets, or other software directly into an optimized QuickBooks Online file.

$750 – $1,800 (One-Time)

Inventory Management Setup

Configuration of item tracking, SKU structuring, and inventory integrations (e.g., Katana or QBO Advanced) for product-based businesses.

Custom / Project Quote

State Sales Tax Filing & Compliance

Setup, nexus review, and automated return preparation/filing for state and local jurisdiction tax obligations.

Starting at $250 / filing

1-on-1 QuickBooks Training

Hands-on workflow guidance for business owners and internal teams to avoid daily posting mistakes.

$125/hr or $450 (3-Session Bundle)

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