Our Pricing & services
We simplify business operations with tailored solutions that fit your unique needs—offering both hands-on support and strategic guidance, so you get the help you need in the way that works best for you.
No more stress. Just solutions.
Our Pricing
Monthly support packages
Every business is different. Packages are customized based on scope, volume, complexity, and the level of support needed. We’ll define the scope together upfront so you know exactly what’s included. The examples below are just a starting point—we’ll tailor your package to what you actually need.
Maintain
$350-$600/Month
You have the systems. We keep them running.
For businesses with established systems that need reliable ongoing oversight.
Examples: reconciliations • routine financial reports • payroll coordination • ongoing support & advising
Manage
$650-$1,300/Month
You need more hands-on help. We manage the details.
For businesses that need active management of their day-to-day financial and other processes.
Examples: full-charge bookkeeping • payroll & HR admin • monthly sales tax filing • expanded financial reports
master
$1,500+/Month
You need more than bookkeeping. We help keep the business running.
For businesses that need comprehensive financial and operational support.
Examples: CPA-ready books and liaison • HR admin, including compliance & audits • financial reporting • systems & operations • communications
As-Needed Support
Hourly and project support
starting at$75/hr
For occasional support, consulting, cleanups, system setup and migrations, process improvements, and other special projects.
Clear Scope – If your needs change or work falls outside your monthly package, we'll discuss options and pricing before moving forward.
External Costs & Software Fees – Rates do not include third-party software costs (e.g., QuickBooks, payroll providers, 1099 filing fees, or other external services).
Not sure which option is right for you? Contact us for a free consultation!
Additional notes
services & Support
No two businesses are exactly the same. Here are some of the services we offer, but this isn’t an exhaustive list. If you don’t see exactly what you need, just ask.
FInancials
Bookkeeping & Reconciliations
Maintaining accurate records, categorizing transactions, and reconciling bank and credit card accounts.
Accounts Payable & Receivable
Managing invoices, payments, bills, and outstanding balances to help keep cash flow organized.
Financial Reports & Insights
Providing clear financial reports, including profit & loss, balance sheet, cash flow, and customized reporting based on your business needs.
Sales Tax & Filings
Preparing sales tax and annual report filings, plus year-end 1099s, to help keep required reporting on track.
CPA Liaison & Tax Support
Keeping your books organized and working with your CPA to support a smoother year-end and tax filing process.
HR & Compliance
Payroll Administration
Supporting payroll setup, processing, employee changes, and ongoing payroll administration through your payroll provider.
Employee Onboarding & HR Administration
Supporting new-hire setup, payroll registration, employee records, and required onboarding documentation.
Multi-State Registration & Compliance
Supporting state employer registrations, unemployment accounts, workers' compensation setup, and related requirements for remote and multi-state teams.
Regulatory Filings & Compliance Tracking
Helping manage recurring filings, reporting requirements, registrations, and compliance deadlines.
Audit Assistance
Supporting workers' compensation, unemployment, payroll, and other administrative audits.
Operations
System & Process Improvement
Improving workflows, systems, and processes to reduce bottlenecks and keep work moving efficiently.
Administrative Systems & Organization
Creating practical systems for documents, information, recurring tasks, and administrative workflows.
Client & Vendor Coordination
Managing administrative communication, invoices, contracts, follow-ups, and recurring needs to keep relationships and work moving.
Ongoing Operations Support
Managing recurring administrative processes, deadlines, and behind-the-scenes tasks that keep your business running.
Communications & Special Projects
Supporting needs such as website maintenance, annual and impact reports, video projects, QuickBooks setup and migrations, bookkeeping cleanups, system implementations, and other custom projects.