BASIC
1–2 accounts to reconcile, under 50 transactions
$400

STANDARD
3–4 accounts to reconcile, up to 150 transactions
$600

PREMIUM
Up to 5 accounts to reconcile, 150 transactions
$800

GROWTH
Up to 5 accounts to reconcile, 300 transactions
$1,200

ADVANCED
10+ accounts to reconcile, Up to 600 transactions
$1,800

CUSTOM
10+ accounts to reconcile, 600+ transactions
$2,500+

BASIC
Up to 50 total transactions/month (invoices + bills combined)
$200

STANDARD
51–150 total transactions/month
$400

PREMIUM
151–300 total transactions/month
$650

CUSTOM
300+ transactions/month
$900+

1-5 EMPLOYEES
$150

6-15 EMPLOYEES
$300

15-25 EMPLOYEES
$450

ADD-ON PER W2/1099
$25

QBO Setup Only
COA, bank/credit card sync, templates, settings
$350

Setup + 1 Training Session
Above + 60 min call + email support
$600

Setup + Cleanup (3–6 months history)
Above + transaction import, reconciliation
$1,000

Training Only (Standalone)
1:1 screen share training session (60 min)
$200

1-2 MONTHS BEHIND
$500

3-6 MONTHS BEHIND
$1,200

6-12 MONTHS BEHIND
$2,200

OVER 12 MONTHS
$3,000+

1-2 MONTHS BEHIND
$750

3-6 MONTHS BEHIND
$1,800

6-12 MONTHS BEHIND
$3,200

OVER 12 MONTHS
$4,500+

1-2 MONTHS BEHIND
$1,200

3-6 MONTHS BEHIND
$2,800

6-12 MONTHS BEHIND
$5,000

OVER 12 MONTHS
$7,500+

CHECK-IN CALL (60 MIN) + FOLLOW-UP SUMMARY
$150/MONTH

QUARTERLY FORECASTING & BUDGETING
$400/QUARTER

ANNUAL STRATEGY SESSION + REVIEW
$800/ANNUAL