BASIC
1–2 accounts, under 50 transactions
$300

STANDARD
3–4 accounts, up to 150 transactions
$500

PREMIUM
Up to 5 accounts, 150 transactions
$800

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

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

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

1-2 MONTHS BEHIND
$400

3-6 MONTHS BEHIND
$900

6-12 MONTHS BEHIND
$1,800

OVER 12 MONTHS
$2,500+

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

1-5 EMPLOYEES
$150

6-15 EMPLOYEES
$300

15-25 EMPLOYEES
$450

ADD-ON PER W2/1099
$25

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

QUARTERLY FORECASTING & BUDGETING
$400/QUARTER

ANNUAL STRATEGY SESSION + REVIEW
$800/ANNUAL