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.

Essentials
Starting at $595/mo
Billed monthly

Ideal for solopreneurs, freelancers, and small businesses under $500K in annual revenue.

  • Monthly reconciliation & categorization
  • Quarterly close support
  • Email support
  • Basic financial summary
  • Automated transaction assistance with human review
Get Started
Professional
Starting at $2,495/mo
Billed monthly

Perfect for growing businesses with $500K–$2M in annual revenue who need full monthly close and financial visibility.

  • Full monthly close & reconciliation
  • Financial dashboards & cash flow reports
  • Automated data processing with human oversight
  • Monthly strategy call
  • Quarterly review & planning
  • Priority email & phone support
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Complete
Starting at $4,995/mo
Billed monthly

Comprehensive financial management for established businesses with $2M+ in revenue, multi-entity structures, or complex accounting needs.

  • Everything in Professional, plus:
  • Tax readiness preparation
  • Audit readiness support
  • CPA coordination & handoff
  • Weekly check-in calls
  • Custom workflow development
  • Dedicated support line
Get Started

Need a One-Time Project?

We also offer project-based services for cleanup, catch-up, and special engagements. Pricing varies by scope.

Bookkeeping Cleanup

$1,500 - $3,000+

Get behind on bookkeeping? We'll organize your records, fix categorizations, and get you current.

QuickBooks Setup

$1,000 - $2,500

Complete QBO setup, chart of accounts design, and initial data import.

Workflow Automation

$2,000 - $5,000+

Build custom workflows to save 5-10+ hours per month on routine tasks and improve accuracy.

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.
What if I need services beyond my plan?
We can add special projects, custom automation, or other services à la carte. Let's discuss your needs on a discovery call.
Do you offer setup fees?
Only for new clients with messy books or significant cleanup needed. We'll discuss this during your initial consultation.
How do you handle multiple entities or subsidiary operations?
These are typically handled under our Complete plan or as a custom engagement. Price depends on complexity and consolidation requirements.
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.
How does automation improve your bookkeeping?
We use modern technology to streamline repetitive tasks like transaction categorization, reconciliation matching, and data entry verification—allowing me to focus on financial clarity and strategic insights for your business.