Monthly Packages — Flat Rate, No Hourly Surprises

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Starter Plan

$275.00

[Best for: Small businesses with light backlogs]

Includes:

  • Up to 200 transactions recorded monthly

  • Bank & credit card reconciliation

  • Paying bills via cash, check, credit card, or online portals

  • Free QuickBooks setup for new clients

  • 100% remote service and flexible scheduling

  • Handled by a QuickBooks Certified ProAdvisor

  • Financial Reports: Profit & Loss, Balance Sheet, Cash Flow, AR/AP Aging, Transaction Details, Custom Reports

Illustration of a woman climbing stairs surrounded by financial charts and graphs.

Growth Plan (Most Popular)

$475.00

[Best for: Small to mid-sized businesses with moderate activity]

Includes:

  • Up to 400 transactions recorded monthly

  • Bank & credit card reconciliation

  • Paying bills via cash, check, credit card, or online portals

  • Free QuickBooks setup for new clients

  • 100% remote service and flexible scheduling

  • Handled by a QuickBooks Certified ProAdvisor

  • Financial Reports: Profit & Loss, Balance Sheet, Cash Flow, AR/AP Aging, Transaction Details, Custom Reports

Businessman ascending stairs in an office filled with shelves of documents and charts.

Enterprise Plan

$875.00

[Best for: High-volume small businesses with complex finances]

Includes:

  • Up to 800 transactions recorded monthly

  • Bank, credit card & loan account reconciliation

  • Paying bills via cash, check, credit card, or online portals

  • Free QuickBooks setup for new clients

  • 100% remote service and flexible scheduling

  • Handled by a QuickBooks Certified ProAdvisor

  • Financial Reports: Profit & Loss, Balance Sheet, Cash Flow, AR/AP Aging, Transaction Details, Custom Reports

Fix My Books (One-Time Payment)

Blue 3D human figure climbing a ramp towards a laptop, with a stack of documents or papers in front.

Starter Clean Up

$500.00

[Best for: Small businesses with light backlogs]

Includes:

  • Up to 4 months of transactions, up to 150 transactions per month

  • Review and correct errors in accounts, transactions, and reconciliations

  • Organize chart of accounts for clarity

  • Fix missing or duplicate entries

  • 100% remote service and flexible scheduling

  • Handled by a QuickBooks Certified ProAdvisor

  • Prepare Financial Reports: Profit & Loss, Balance Sheet, Cash Flow, Trial Balance, AR/AP Aging, Bank & Credit Card Reconciliation, Transaction Details, Custom Reports

A stylized blue human figure climbing rising blocks with an upward arrow chart behind it, surrounded by scattered papers and folders on a desk.

Pro Clean Up   

$900.00

[Best for: Small to mid-sized businesses with moderate backlogs]

Includes:

  • 5–7 months of transactions, up to 400 transactions per month

  • Review and correct errors in accounts, transactions, and reconciliations

  • Organize chart of accounts for clarity

  • Fix missing or duplicate entries

  • 100% remote service and flexible scheduling

  • Handled by a QuickBooks Certified ProAdvisor

  • Prepare Financial Reports: Profit & Loss, Balance Sheet, Cash Flow, Trial Balance, AR/AP Aging, Bank & Credit Card Reconciliation, Transaction Details, Custom Reports

A person working on a laptop at a cluttered desk filled with papers, charts, and documents, with a person walking up stairs behind.

Elite Clean Up

$1,200.00

[Best for: High-volume businesses or longer backlogs]

Includes:

  • 8-12 months of transactions [MUST BE CURRENT YEAR], up to 400 transactions per month

  • Review and correct errors in accounts, transactions, and reconciliations

  • Organize chart of accounts for clarity

  • Fix missing or duplicate entries

  • 100% remote service and flexible scheduling

  • Handled by a QuickBooks Certified ProAdvisor

  • Prepare Financial Reports: Profit & Loss, Balance Sheet, Cash Flow, Trial Balance, AR/AP Aging, Bank & Credit Card Reconciliation, Transaction Details, Custom Reports