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Value Packages
Choose your pricing plan
Find one that works for you
4-Hour Pre-Paid Session
500$Perfect for new business owners and entrepreneurs. This 4-hour session package is designed for those who have a lot of questions but aren’t quite ready for an ongoing contract.Valid for one month- Includes:
- Up to 4 hours of 1:1 support
- Strategy, setup, or review — depending on your needs
- No contract or commitment required
- *Please read Terms and Conditions.
Starter
500$Every monthPerfect for those that just need month end reconciliations.Valid for 6 months- Includes:
- Transaction Imports from Bank Feeds
- End of Month Account Reconciliations (up to 4 accounts)*
- Payroll Reconciliations
- End of Month Meeting - Financial Review
- Email Support
- Available Add-ons:
- + QuickBooks Online Subscription
- + Payroll Processing
- + Sales Tax Filings
- + Additional Meetings at a Discounted Rate
- + *Additional Accounts can be added a la carte.
Starter Plus
750$Every monthPerfect for those that want their finger on the pulse.Valid for 6 months- Includes:
- Everything in Starter package (up to 6 Accounts)*
- Small Business Consulting
- Available Add-ons:
- + QuickBooks Online Subscription
- + Payroll Processing
- + Sales Tax Filings
- + Additional Meetings at a Discounted Rate
- + *Additional Accounts can be added a la carte.
Start Up to Scale Up
1,000$Every monthPerfect for those working to achieve the Scale Up Phase.Valid for 6 months- Includes:
- Everything in Starter Plus package (up to 8 accounts)*
- (1) Department - Back Office Management*
- Available Add-ons:
- + QuickBooks Online Subscription
- + Sales Tax Filings
- + Additional Meetings at a Discounted Rate
- + *Additional Accounts can be added a la carte.
- * See Terms & Conditions
Business Start Up
1,000$The Small Business Startup Program is designed specifically for entrepreneurs and small business owners who need hands-on guidance to get up and running the right way.Valid for 3 months- What You'll Get:
- (8) 60 minute coaching sessions included.
- What You’ll Learn & Do:
- Choose the right business structure
- Register with the IRS and the Secretary of State
- Set up your bookkeeping system and accounts*
- Understand your tax and payroll responsibilities
- Learn how to track income, expenses, and stay compliant
- Get templates, checklists, and personalized advice
Growing Business
1,500$Every monthPerfect for Partnerships and S Corps.Valid for 6 months- Includes:
- Everything in Start Up to Scale Up package
- Back Office Management
- Custom Financial Reporting
- Add-ons:
- + QuickBooks Online Subscription
- + Sales Tax Filings
- + Payroll Services
*Plan will automatically renew unless canceled.
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