Every project gets a written, fixed quote before any work begins. Pick the starting point that fits, or book a free call and I’ll recommend one.
A flat monthly fee based on how many transactions and accounts you have. Your books are closed and your financial statements delivered every month.
Solo owners and service businesses with simple books.
$350/month
Up to 75 transactions · 3 accounts
Established small businesses with staff and receivables.
$650/month
76–200 transactions · 6 accounts
Busy businesses that want bills, invoices and payroll handled too.
$1,100/month
201–400 transactions · 10 accounts
More than 400 transactions a month, or multiple companies? Custom packages start at $1,500/month, quoted after a Books Health Check. Monthly packages start with a 3-month initial term, then continue month-to-month. If your books are behind, a cleanup comes first.
| Included | Essentials $350/mo | Growth $650/mo | Full-Service $1,100/mo |
|---|---|---|---|
| Average transactions per month | Up to 75 | 76–200 | 201–400 |
| Bank, card & loan accounts | Up to 3 | Up to 6 | Up to 10 |
| Categorize & reconcile all accounts | Monthly | Monthly | Twice monthly |
| Month-end close, P&L and balance sheet | ✓ | ✓ | cash-flow summary & commentary |
| Books closed by | 15th | 15th | 10th |
| AR / AP aging reviewed | — | ✓ | ✓ |
| Payroll & sales-tax liability tie-out | — | ✓ | ✓ |
| 1099 vendor tracking (W-9s on file) | — | ✓ | ✓ |
| Class / location / property tracking | — | — | ✓ |
| Bill pay (scheduled for your approval) | Add-on | Add-on | Up to 25 bills/mo |
| Invoicing & payment reminders | Add-on | Add-on | Up to 25 invoices/mo |
| Payroll coordination | Add-on | Add-on | 1 provider, up to 10 employees |
| Review call | Quarterly, 30 min | Monthly, 30 min | Monthly, 45 min |
| Email response time | 2 business days | 2 business days | 1 business day |
Fixed-price projects to bring a messy or behind QuickBooks file up to date. Priced by the number of months behind and how complex your books are.
| Complexity | Typical situation (the hardest item decides) | Price per month behind |
|---|---|---|
| Simple | Up to 3 accounts, under ~100 transactions a month, no payroll or inventory, statements available. | $200 |
| Standard | 4–6 accounts or 100–250 transactions a month, payroll in QuickBooks, open receivables/payables, 1–2 payment platforms (Stripe, Square, PayPal). | $350 |
| Complex | 7+ accounts or 250+ transactions a month, inventory, POS and delivery-app deposits, multiple companies, mixed personal and business spending, or payroll/sales-tax balances that don’t tie out. | $600+ |
Consultant, 4 months behind, 2 accounts: 4 × $200 = $800
Home-services company, 8 months behind, 5 accounts, payroll: 8 × $350 = $2,800
Restaurant, 6 months behind, POS + delivery apps + inventory: 6 × $600 = $3,600
Illustrations only; your quote depends on your file. Minimum project $750. 50% deposit to start, 50% on completion. Months that only need review are charged at half rate. Rebuilding missing records beyond 2 hours is billed at $90/hour, and I’ll tell you in writing first.
A read-only review of your QuickBooks file (or bank statements if there’s no file yet) that tells you exactly what’s wrong and what it costs to fix.
Credited 100% toward cleanup or setup if you book within 30 days.
This is the scoping step only. Fixes are part of the cleanup project.
Start clean with a file built around how your business actually runs. 50% to start, 50% at go-live.
$750 one-time
From $1,500 one-time
From $500 one-time
Not included: catch-up of prior months (quoted as a cleanup), data migration from other software beyond opening balances, and the QuickBooks subscription itself.
Add to Essentials or Growth as you need them. (Bill pay, invoicing and payroll coordination are already included in Full-Service.)
| Add-on | What’s included | Price | Notes |
|---|---|---|---|
| Payroll coordination | Collect hours and changes, run or review payroll in your provider (Gusto, QuickBooks Payroll, etc.), record it in QuickBooks and reconcile payroll liabilities. | $175/month | 1 provider, up to 10 employees; +$10 per employee above 10 |
| Bill pay (AP) | Enter bills, schedule payments for your approval, and check vendor statements. | $200/month | Up to 25 bills |
| Invoicing (AR) | Create and send invoices, set up reminders, apply payments, and send a monthly follow-up list. | $175/month | Up to 25 invoices |
| Sales tax filing | Prepare and file sales-tax returns in one state from QuickBooks data and reconcile the liability. | $150 per state, per return | Monthly or quarterly filers |
| Extra account | Each bank, card or loan account beyond your package limit. | $40/month each | |
| 1099 preparation (annual) | W-9 collection, vendor review, and e-filing 1099-NEC/MISC forms. | $60 per form | $180 minimum; e-file costs passed through |
| Hourly advisory & ad-hoc help | QuickBooks training, custom reports, lender packages, special projects and one-off questions. | $90/hour | 1-hour minimum, then 15-minute increments; prepaid 5-hour block $425 |
Need it faster? Rush turnaround, when I have capacity: +25% for 10 business days, +50% for 5 business days.
Any small business that runs on QuickBooks Online, or wants to. That includes service businesses, contractors and trades, restaurants and hospitality, real estate and property, staffing and payroll-heavy companies, retail and e-commerce, and owners with more than one company. My day-to-day experience is with complex, high-volume books, so most small businesses are well within my range.
No. I keep your books clean, reconciled and tax-ready, and I’m happy to work directly with your CPA or tax preparer so they get what they need without chasing you. Tax preparation, tax advice and legal advice are always outside my scope.
Monthly packages are delivered in QuickBooks Online. If you use something else or nothing yet, my QuickBooks Setup service gets you started. You own your QuickBooks subscription and your data, and you pay Intuit directly.
A transaction is a line on your bank, credit card or loan statements: deposits, payments, transfers and so on. Packages are based on your monthly average, and we’ll confirm the count together before you sign up, so there are no surprises.
Yes, that’s exactly what the Cleanup & Catch-Up service is for. It’s priced per month behind based on complexity, with a fixed, written quote before I start. Once you’re current, you can move to monthly bookkeeping.
It’s real work: a careful read-only review of your file so I can quote accurately instead of guessing. You get a written list of issues and a fixed-price quote, and the $250 is credited 100% toward cleanup or setup if you book within 30 days.
I use my own login to your QuickBooks file, never your password, and I won’t ask for your bank logins. Documents are exchanged through a secure method, not regular email, and I use multi-factor authentication on every account. Please don’t send Social Security numbers or account numbers through email or this website’s contact form.
If your average transactions run above your package limit for two months in a row, we’ll talk and move up a tier, with written notice first. If you stay below the lower tier for three months, I’ll offer to move you down.
Yes, a simple written engagement letter that spells out exactly what’s included. Monthly packages start with a 3-month initial term, then continue month-to-month with 30 days’ notice to cancel.
Yes. I’m based in Pensacola, FL and work with businesses in the Pensacola area and anywhere in the U.S. remotely, using video calls and secure document sharing. My hours are by appointment, Central Time (CT).
Monthly packages are billed in advance on the 1st of each month by automatic bank transfer (ACH); cards are accepted too. One-time projects start with a 50% deposit.
Book a free 20-minute call. I’ll ask a few questions and point you to the right starting point, with a written quote before any work begins.