Plans & Pricing

Sure, we’re great bookkeepers. But what we really give our customers is peace of mind.


Services Silver Gold Platinum
Prices (Starting at) $275/month (Starting at) $750/month (Starting at) $1,250/month
Transaction Volume (per month) Up to 250 Up to 600 Up to 1,000
Additional Transactions $100 for 90 $100 for 90 $100 for 90
Bank Transaction Review & Accept Yes Yes Yes
Credit Card & Bank Reconciliation Yes Yes Yes
Financial Reports Yes Yes Yes
Meetings Quarterly Monthly Bi-Monthly
Customer Invoices Yes Yes
Vendor Bills Yes Yes
Match Customer Payments Yes Yes
Accounts Receivable Yes Yes
Unpaid Bill Vendor Report Yes Yes
Bill Pay Yes
Payroll Processing and Quarterly Filing Yes
Debt Collection Yes

QuickBooks Set Up & Clean Up

Starting at $725

Books a mess? It’s okay, we can fix that! We provide:

  • Starting at 600 Transactions/year
  • Additional Transactions at $100 for 90
  • Bank Transaction Review & Accept
  • Credit Card & Bank Reconciliation
  • Financial Reporting

QuickBooks Training

Starting at $250/hour

Do you handle your own QuickBooks? We offer a fully hands-on QuickBooks training course for you or your staff. We get you up to speed on the skills you’ll need to manage your Online or Desktop account effectively. We cover:

  • Chart of Accounts Set Up
  • Customer & Vendor Cards Set Up
  • Bank Feed, Review, and Accept Set Up
  • Bills & Writing Checks
  • Invoices, Payments, Deposits, Checking Register
  • Product & Service Items for Invoices
  • Budget Creation
  • Profit & Loss and Balance Sheet Reports

Advisory CFO

Starting at $225/hour

Do you need an overall haul in core finance and account processes?

Our advisory CFO’s analyze and identify your company’s finance and operational challenges. We can help you strategize effective changes to help your company reach its performance goals and ultimately improve cash flow opportunity.

Our advisory CFO’s come with the experience and flexibility to customize plans specific to your business and industry. Their expert advice can help navigate funding and understand on how to evaluate your business.

Payroll Processing

Starting at $125

We can manage your payroll processing whether you use QuickBooks to process your payroll or a third-party, we can help you process the time-sheets to cutting the checks to submitting quarterly returns and monthly and semi-weekly deposits based on your payroll needs.

Want to hear more? Let’s chat!


    or Call Us: (310) 596-1101

    Contact Information

    Monday to Friday: 9:00 a.m. – 5:00 p.m. Saturday – Closed
    Sunday – Closed

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