Once we understand your business goals, we’ll provide a clear onboarding fee to get you started. Whether your books have gotten a bit messy over time or you just need reliable ongoing support, we’re here to help.

Our onboarding is followed by a monthly package designed to keep everything organized and up to date. Clean books do more than look good—they give you clear, objective insight. Numbers don’t lie, and they help you track trends, understand your finances, and make smarter business decisions.

Onboarding

Our onboarding process sets a strong foundation by organizing your financials, aligning your accounts, and ensuring everything is structured correctly from the start.

  • Pre-onboard meeting – Discuss objectives, timeline and establish appropriate access needs.

  • QB Online set up- new users or QB Desktop migration

  • Chart of Accounts Clarity and organization

  • Bank and Credit card connectivity and bank transaction categorization.

  • Sales Tax liability accounting set up

  • Reconcile accounts to include prior and current year, as needed.

  • Post Onboarding review meeting

Bookkeeping

Download expense transactions and categorize

  • Bank Account Reconciliation

  • Credit Card Account Reconciliation

  • Monthly Financial Reports.

  • Virtual Bookkeeper.

Package 1 – Good

Starting at $449/month

Best for: Businesses that need basic monthly bookkeeping maintenance.

Includes:

  • Monthly expense downloads and categorizing
  • Monthly reconciliation for 1 account
  • Monthly financial reports within 25 days of month close
  • Response time under 3 business days
  • Monday–Friday standard business hours
  • Annual meeting with your accountant
  • Easy-to-use DIY entry templates

SquadwareOne Users

  • Matching customer payments to bank deposits
  • Income and expense categorization
  • Monthly Profit & Loss reports
  • SquadwareOne product/service customization
  • Quarterly financial recap

Package 2 – Better

Starting at $559/month

Best for:  Businesses that need basic monthly bookkeeping maintenance.

Includes everything in Package 1, plus:

  • Weekly expense downloads and categorizing
  • Monthly reconciliation for up to 3 accounts
  • Financial reports within 14 days of month close
  • Financial reports within 14 days of month close
  • Sales tax reminders
  • Response time under 2 business days
  • Quarterly meetings with your accountant
  • Weekly Profit & Loss reports
  • Monthly financial recap

Package 3 – Best

Starting at $649/month

Best for: Faster turnaround, support, deeper financial visibility.

Includes everything in Package 2, plus:

  • Monthly reconciliation for up to 5 accounts
  • Financial reports within 5 business days of month close
  • Response time under 1 business day
  • Monday–Friday availability plus outside normal business hours
  • Monthly meetings with your accountant
  • Weekly financial recap
Pricing Note:

We hate adding asterisks to pricing…So, we didn’t.   However, these prices depend on many factors.   A price will be determined based on an initial business assessment

Other Services

Budget Connection to Actuals

Add-on service to any monthly package.

Accounts Receivable
Follow-up on overdue accounts receivables.

One-Time Tune Up
One-time fee; requires minimum 6-month sign-up.

Prices determined after initial assessment.