Pricing

What it costs, and what you get for it.

These are starting prices. Every engagement is confirmed after a short file review, because the work scales with how clean your books already are.

How this works

We’re a bookkeeping firm, not a CPA or law firm.We produce clean, tax-ready books and tell you plainly what needs attention. We don’t file returns — and if you don’t have a CPA, we’ll point you at two we work with.
You don’t need to count your own transactions.Every tier is built for a certain volume, and we’ll tell you which one fits after the free review. When you outgrow a level we’ll talk about moving up — you won’t find out from an invoice. You’re paying for expertise and reporting, not a per-transaction meter.
The quoted price usually holds.It moves when we find more than a year of catch-up, more entities than you mentioned, or accounts that were never reconciled. We tell you before we start, not after.
Your accounting software is yours.We work in QuickBooks Online by default — it’s where we’re certified and fastest. If something else fits you better, say so. The subscription is in your name and isn’t included below.
Monthly close lands by the 15th business day of the following month.Same standard on every tier.
Setup is free at Level one.From Level two up there’s a one-time onboarding fee, because getting a real set of books current is real work. It can be spread across your first three months.
Level one

Get set up

For people working for themselves. This level exists because independent and gig workers get overlooked by firms like mine, and I didn’t want price to be the reason somebody stays stuck.

No setup fee at this level.

Quarterly
$300 / quarter
Four touches a year. Platforms reconciled, estimates calculated so the number isn’t a guess, year-end package your preparer can use.
You find out where you stand four times a year.
Solo File
$185 / month
Books current every month. Two income sources, extra platforms $25 each.
Built for around 60 transactions a month.
Business of One
$345 / month
Up to four platforms. Includes the S-corp flag — we tell you when that conversation is worth having, your tax pro runs it.
Built for around 150 a month.
Table Start
$275 / month
For solo creators doing a few shows a year plus online orders.
Built for around 75 a month.
Level two

Keep the books

Monthly bookkeeping and the close, for businesses with staff, customers and a bank account that has to tie.

Steady
$395 / month
Onboarding $450
Owner-run, no inventory, no payroll complexity. Reconciliation, AP and AR, the close, year-end packaged for your CPA.
Built for around 150 transactions a month and up to 3 accounts.
Working
$695 / month
Onboarding $750
Adds managed AP and AR, sales tax filed in one state, class or location tracking, and a quarterly review call.
Built for around 350 a month and up to 6 accounts.
Built
$1,150 / month
Onboarding $1,200
Adds job costing or inventory, multi-state sales tax, budget against actual, and a monthly review call.
Built for around 700 a month. Additional entities $400 each.

Where the work is specialized

Convention Circuit — $495/mo, onboarding $500. Show-by-show P&L is the centerpiece. You send con dates monthly.
Publisher Stack — $750/mo, onboarding $750. Crowdfunding revenue recognition, up to 10 contractors, per-title P&L.
The Shop — $545/mo, onboarding $550. Booth-renter and employee income kept separate, tips reconciled to your payroll provider as recordkeeping, retail margin split out from service margin, and revenue per chair per week against what the chair costs. Classification checklist for up to 10 people.
These cost a little more than the standard tier at the same volume, because the work underneath them is genuinely different — not because the industry is.
Renting a chair makes you self-employed, so Level one is your answer — $185 a month or $300 a quarter. If the shop you work out of is already a client, we hold that at $150 a month for everyone in it.
Level three

Take care of your people. Cover yourself.

Everybody paid right, and the exposure off you. Multi-state withholding and registration, workers’ comp class codes and premium audit support, PEO selection and migration, and contractor classification. Scoped per engagement after the free review.

Coming soon

Full payroll, run through our own platform, is on the way. Pricing and the detail of what it covers are being finalized — if you need it before then, ask on your call and we will talk you through where it stands.

What is available today, and priced:

Worker Classification Review
from $750 · one-time
How your people are classified now, whether your records survive a five-year lookback, wage reports against what you actually paid, and where a reclassification would land you. Prevention, not representation.
Scope is set by headcount and how many states.
Level four

See what’s coming

Fractional controller. We own the close and put the numbers in front of you in time to act on them.

Controller Lite
$1,450 / month
Onboarding $1,000
Managed close with review, monthly reporting package plus a one-page owner summary in plain English, up to 4 KPIs, one 45-minute review call.
Controller Standard
$2,400 / month
Onboarding $1,500
Everything in Lite, plus a 13-week rolling cash forecast updated monthly, up to 8 KPIs and a dashboard, budget against actual, two calls a month, AP and AR oversight.
Controller Plus
from $3,600 / month
Onboarding from $2,000
Multi-entity or multi-location operations needing a finance function without the hire. Consolidated reporting, custom KPI dashboard, quarterly deep-dive, lender and grant-ready packages.

Before you start, and alongside

Cleanup & catch-up
Quoted per project after a file review. However many years back it goes, we bring it current, reconcile forward, and tell you plainly what could not be recovered.
Books Diagnostic
A paid review of where your books actually stand, credited back in full if you go ahead with us. For owners who want a straight answer before committing to anything.
DIY Coaching
$95 / hour
Or $250 for three sessions plus thirty days of questions by email. For gig and creator self-doers who would rather run it themselves with somebody checking the work.

Add-ons, any tier

Sales tax nexus review, one-timefrom $400
Sales tax filingquoted after the nexus review
Additional bank or credit account$40 a month
Additional 1099 contractor beyond your tier$15 a year
Loan or grant-ready three-year statement packagefrom $650
Additional entity$400 a month

What we never do, at any price

File your tax returns. Represent you before the IRS. Audit or attest to anything. Raise capital, run a fundraise, or sit in front of your investors.

The ceiling is controller-level and it is deliberate. When you have outgrown a controller and need a CFO, we will tell you rather than quietly selling you one.

Not sure which fits? That’s what the free review is for.

No charge, no pressure, and a straight answer either way — including if the answer is that you do not need us yet.

Get a Free Bookkeeping ReviewSee what each level actually does →
QuickBooks Online ProAdvisor · Fathom Certified Advisor
Member, Manatee Chamber of Commerce Better Business Council