Ideal for new businesses or first-time QuickBooks users.

• QuickBooks online setup or conversion from desktop.

• Chart of Accounts tailored to your industry

• Initial bank and credit card feed integration

• Invoice Customizations

• · Basic training session (up to 2 hours) on daily workflows

•  One month of live support (email & 30-minute phone calls)

Prics: Starting at $450 one-time fee Payroll set up additional $250

For companies with established processes seeking efficiency and deeper insights.

· Everything in Startup, plus:

• Historical file cleanup (up to 12 months of data)

• Customized reporting templates (P&L, Balance Sheet, Cash Flow)

• Weekly bank reconciliation

• Monthly close-out checklist and retained earnings review

• Two training sessions (up to 4 hours total)

• Quarterly strategy call for budgeting and forecasting

Prices starting at $950 one time set up fee + monthly retainer starting from $300

For large businesses requiring enterprise-grade capabilities including payroll.

• Everything in Growth, plus:

• KPI Dashboards

• Unlimited years of historical data cleanup

• training workshops8 hrs + workshops

• Advisory & forecasting calls—monthly with alerts

• Payroll & 1099 Reconciliations

Prices starting at $1,500 one-time startup fee + monthly fee starting at $600

Advisory hours at a discounted rate ($85/hr)

Industry-specific reporting (such as job-costing for contractors)

Historical file cleanup (starting at $800)