Four steps,
start to finish.

Every plan is a flat monthly fee. Essentials starts at $199 per month, Growth at $549, and Portfolio at $999. The figure shown is where each plan begins; we set your exact rate after a 30-minute discovery call and confirm it in a written proposal.

Essentials suits sole proprietors and freelancers with straightforward books. Growth fits small businesses with AP/AR and quarterly reporting, and is the plan most clients choose. Portfolio is built for multi-entity, real estate, and operating businesses that need detailed reporting. We'll recommend the right fit on our first call.

Yes. Every new engagement includes a one-time setup fee of $89. It covers onboarding, software configuration, and building out your chart of accounts. A standalone QuickBooks setup (no ongoing plan) runs $149. The fee is due before onboarding and is confirmed in your written proposal.

You're billed on the first of each month, with payment due by the third. The one-time setup fee is invoiced before onboarding begins.

No. Every plan runs month to month and can be cancelled with 30 days' written notice. Catch-up projects and one-time QuickBooks setups are flat-fee with no ongoing commitment.

On-call advisory covers urgent questions and work needed outside our regular business hours. Anything after 6pm ET or that cannot wait for the next close qualifies. It is billed separately at $35 per hour, and the Portfolio plan includes 3 complimentary hours every month.

We're available Monday through Friday, 8am to 6pm ET, and reply within 30 minutes during those hours. For anything urgent outside business hours, on-call advisory has you covered.

Your books are reconciled and your monthly close package is delivered by the 10th of each month, along with a short note on anything that changed.

Yes. AP/AR management covers vendor bill processing, customer invoicing and aging, and cash-flow forecasting, so you always know what's owed and what's outstanding.

Yes. A standalone QuickBooks Online setup is available on its own for $149. It covers chart of accounts, bank and app integrations, and an owner training session.

Almost certainly. Catch-up and clean-up is one of the most common reasons people hire us. We quote the historical cleanup separately from the ongoing monthly work, so the path forward is clear from day one.

Usually two to four weeks from signed contract to first reconciled close. The timeline depends on the state of your existing records and how quickly we can get access to your bank feeds and software.

That's fine. Catch-up projects and standalone QuickBooks setups are flat-fee with no ongoing commitment. Every plan, including Portfolio, runs month to month and can be cancelled with 30 days' written notice. Choose the level of service that fits where your business is right now.

No. We work alongside your CPA and deliver a year-end package they can use directly. If you don't have a CPA, we're happy to refer you to a few we trust.

Every engagement starts with a signed NDA. Documents move through an encrypted portal, never email. Access to your accounting software is granted at the user level you control, and revoked the day we wrap.

Mostly QuickBooks Online (we're both Certified ProAdvisors) and Xero. If you're on something else, we'll take a look and tell you honestly whether it's worth migrating.

Yes. Almost all of our work is fully remote, through QuickBooks Online, a secure document portal, and the occasional video call. Clients are spread across the country.