Starter Package
$300 / month Ideal for streamlining
basics and ensuring tax compliance.
Categorization of up to 100 monthly transactions
Reconciliation of up to 2 accounts (e.g., 1 checking, 1 credit card)
Standard monthly financial reports (Profit & Loss, Balance Sheet)
Email support with a guaranteed 48-hour response timebasics and ensuring tax compliance.
The Growth Package
$600 / month Ideal for growing
businesses needing detailed
tracking and regular support.
Categorization of up to 300 monthly transactions
Reconciliation of up to 5 accounts
Accounts Receivable & Accounts Payable monitoring
Detailed monthly financial reports with custom expense breakdowns
Monthly soft-close of the books for tax readiness
Email and scheduled phone support
The Pro Package
$1,200 / month Ideal for established businesses needing comprehensive financial management
Categorization of up to 700+ transactions
Reconciliation of up to 10 accounts (including merchant processors)
Accounts Payable and Accounts Receivable management (invoicing & bill pay)
Advanced reporting (Cash Flow forecasting, Budget vs. Actuals)
Direct coordination with your CPA for year-end tax preparation
Priority support and a dedicated 45-minute monthly financial review call
Historical Catch-Up: Flat fee based on the number of months needed (e.g., monthly bookkeeping rate with 30% discount).
Clean-Up Work: $75 per hour
Payroll Processing: Base fee of $50/month + $5 per active employee. Includes quarterly payroll processing and year-end electronic W2 processing. Additional fees for physical W2s mailed.
Arizona Sales Tax Filing: $50 per filing period.