Simple, Transparent Pricing

Choose the plan that fits your business. All plans include ongoing support and AI-powered automation.

Monthly Plans

Unlimited transactions. Cancel anytime. All pricing shown is starting price. Final cost depends on business complexity and engagement scope.

Foundations
Starting at $350/mo
Billed monthly

Ideal for solo operators and very small businesses with under 75 transactions per month.

  • Monthly transaction categorization
  • Bank & credit card reconciliation
  • Monthly P&L and balance sheet
  • Quarterly check-in call
  • Automated transaction assistance with human review
Get Started
Growth
Starting at $600/mo
Billed monthly

Perfect for established small businesses with 1-5 employees and 75-200 transactions per month.

  • Everything in Foundations, plus:
  • Accounts receivable & payable tracking
  • Monthly financial review call
  • Sales tax prep support
  • Custom reporting dashboard
  • Priority email & phone support
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Complete
Starting at $950/mo
Billed monthly

Comprehensive financial management for businesses with payroll, job costing, or 200+ transactions per month.

  • Everything in Growth, plus:
  • Payroll journal entries
  • Job costing & COGS tracking
  • Audit readiness preparation
  • Weekly check-in calls available
  • Custom workflow development
  • Dedicated support line
Get Started

Need a One-Time Project?

Cleanup, catch-up, QuickBooks setup, and custom automation builds are quoted separately from the monthly plans above — they're one-time work to get your books current before ongoing service begins. Most one-time projects run $1,000–$5,000 depending on scope and how far behind your books are. You'll get an exact quote after a quick look at your books, free of charge.

Get a Free Quote

Frequently Asked Questions

Can I change plans or cancel anytime?
Yes. All monthly plans can be adjusted or cancelled with 30 days' notice. No long-term contracts required.
Do you offer setup fees?
Only for new clients with messy books or significant cleanup needed. We'll discuss this during your initial consultation.
Do you work with businesses outside Florida?
Yes. My practice is fully remote-first — I work with small businesses across the U.S. Everything is handled digitally through QuickBooks Online and secure communication, so location is never a barrier.