How It Works

Customized Setup

We get you up and running by activating your Quickbooks Online account and then setting up your chart of accounts and bank connections.

Organize Your Finances

We routinely categorize your transactions and reconcile your accounts in Quickbooks.

Close The Books

At the end of each month, we will close your books and confirm their accuracy.

Generate Reports

Each month, we will provide you with key reports for vital business decisions.

Fearless Tax Filing

With accurate books, you can face tax season with confidence.

Ongoing Support

We are always available to answer any questions you may have related to Quickbooks or your financials.



$99 / month
  • Includes Quickbooks Self-Employed subscription
  • About 10-50 transactions a month

SMB Gold

$149 / month
  • Includes Quickbooks Essentials subscription
  • About 50-100 transactions a month

SMB Platinum

$199 / month
  • Includes Quickbooks Plus subscription
  • 100+ transactions a month

SMB Team

$249 / month
  • Includes Quickbooks Plus and Payroll subscription
  • 100+ transactions a month

Quickbooks Setup

$49 one time fee
  • Discount for 1st year of Quickbooks subscription
  • Help to choose the Quickbooks plan that suits your needs
  • Setup of Quickbooks Online account
  • Basic Quickbooks training