Service Levels
Starter Level
Sole proprietors and micro-businesses (<250 monthly transactions).
Single entity with limited accounts and simple structure.
Pricing Range: $325 – $450/month.
What’s Included Services:
Monthly bookkeeping and reconciliations.
Transaction categorization and expense tracking.
Payables Support : entering and scheduling bills, assisting with weekly payment runs, vendor inquiries, and maintaining W-9 documentation.
Receivables Support : invoicing, applying payments, monitoring overdue balances, and light follow-up.
Month-end close and preparation of standard financial statements.
After-hours communication and portal-based support.
Typical Deliverables:
Bank and credit card reconciliations.
Monthly financial packet (by 15th of each following month).
Optional short variance summary.
Out of Scope (billable $45/hr):
Historical cleanup or backlog work.
Payroll, sales-tax, or 1099 support.
Advanced KPI or cost-analysis reporting.
Growth Level
Small businesses (3–25 employees, ≤600 transactions/month).
May include multiple accounts, payroll, or departmental tracking.
Pricing Range: $575 – $775/month
What’s Included Services:
All Starter-level deliverables, plus:
Expanded Payables Support: managing recurring vendor payments, verifying invoices, confirming remittance, and tracking credits.
Expanded Receivables Support: maintaining customer aging, initiating follow-ups, and coordinating light collections.
Payroll Coordination: setup, review, and reconciliation through QuickBooks Payroll, ADP, or Gusto.
Sales Tax Support: preparation and reconciliation of taxable sales, draft return creation, and submission assistance via client portal.
1099 Preparation & Vendor Compliance: W-9 management, vendor verification, and 1099 reporting summary generation.
Compliance Support: quarterly 941/W-2 verification.
KPI Reporting & Variance Analysis: customized financial summaries.
Monthly or quarterly management call.
Typical Deliverables:
Monthly report packet with KPI commentary.
Year-end packet for CPA (sales-tax and 1099 data included).
Payroll and compliance tie-outs.
Out of Scope (billable $45/hr):
Multi-entity consolidations or inventory work.
Audit support or grant reporting.
Professional Level
Established companies with inventory, multi-entity operations, or advanced reporting needs.
Pricing Range: $950 – $1,400/month
What’s Included Services:
All Growth-level deliverables, plus:
Advanced Payables Support: multi-location payment coordination, vendor credit reconciliations, and documented approval workflows.
Advanced Receivables Support: detailed aging reports, collections coordination, and AR-to-GL reconciliations.
Expanded Payroll Oversight: department-level allocations, benefit tracking, and cost distribution.
Advanced Sales Tax Support: multi-jurisdiction reporting and reconciliation for state/local filings.
Expanded 1099 Support: multi-entity vendor mapping and coordination with CPA for e-filing.
Cost Accounting & Inventory Management: standard costing, LIFO/FIFO, scrap and variance tracking.
Financial Analysis & Advisory: cash-flow forecasts, profitability dashboards, and management reviews.
CPA Coordination: year-end audit readiness and adjustments.
Typical Deliverables:
Comprehensive financial packet with management commentary.
Inventory and margin reports.
Quarterly advisory meeting recap.
Out of Scope (billable $45/hr or quoted):
ERP implementation, system conversions, or tax filings.
Add-On & Project Services
| Service | Description | Pricing |
|---|---|---|
| Cleanup / Catch-Up | Historical reconciliations, backlog cleanup, or file repair | $45/hr (flat quote available) |
| Inventory Observation | Physical or virtual count verification and reporting | $200–$400 per session |
| Cost Accounting Review | Margin analysis, variance reporting | $250–$600 per project |
| System Implementation | ERP conversions, QuickBooks setup | $350–$700 per project |
| Sales Tax Reporting Support | Preparation and reconciliation of state and local sales-tax returns | $100–$250 per filing or included in Growth / Professional tiers |
| 1099 Preparation & Vendor Compliance | Annual 1099 data prep, W-9 management, and filing assistance | $100–$250 per year or included in Growth / Professional tiers |
| Advisory & Consulting | Workflow improvement, KPI design, forecasting | $45/hr |
| On-Site Visits | Fieldwork, local client meetings, inventory checks | $50/hr (2-hour minimum) |