Pricing
Simple pricing based on transaction volume
Every engagement starts with a free consultation so I can scope the work accurately. Pricing is provided after that call—no surprises.
Starter
Up to 50
transactions / month
- Monthly categorization
- Bank reconciliation
- P&L, Balance Sheet, Cash Flow
- Month-end close
- Audit-ready documentation
Most popular
51–150
transactions / month
- Everything in Starter
- Monthly reporting packet
- Budget vs. actual
- Cash flow tracking
- Expense & margin analysis
Scale
151+
transactions / month
- Everything in Growth
- KPI dashboards
- Power BI / Excel reports
- Systems alignment
- Custom reporting cadence
Catch-up & cleanup projects
Behind on your books? One-time projects to reconcile and organize past months—scoped based on how many months need work and the current state of your QuickBooks.
All plans billed monthly. Pricing provided after a free consultation.