Monthly Accounting Services

All packages below are tailored to your needs and there may be services you need that are not listed. These are meant to be a high level description of the items offered in each tier. We will work with you to ensure you have the perfect fit for what your business needs.

Tier 1 Package

Avg. Price of $375/Mo

• Setup on QuickBooks online (QBO)

• Coding of transactions in QBO

• Monthly Bank Reconciliations

• Monthly Financial Statements

• Monthly Video Summarizing your business performance

• CPA “on-call” for any questions

Tier 2 Package

Avg. Price of $700/Mo

• Everything in Tier 1

• Monthly in-person or zoom meeting to discuss business performance

• Project/job cost tracking

• Payroll Management

• AP/AR Management

• Bill Pay

Tier 3 Package

Avg. Price of $1,400/Mo

• Everything in Tier 2

• Forecasting & Budgeting

• “CFO” services

• Automated performance dashboard