One flat monthly price, matched to how much actually moves through your business. Every tier includes the full core service: categorization, reconciliation of every account, a checklist month-end close, monthly financial statements (Profit & Loss, Balance Sheet, Statement of Cash Flows), a plain-language summary, and email answers within one business day.
Up to 100 transactions a month · 1–2 bank or credit card accounts
Up to 250 transactions a month · up to 4 accounts · one sales channel
Up to 500 transactions a month · up to 6 accounts · multiple sales channels
Volume is measured, not argued. If your business runs over its tier's volume two months in a row, the engagement letter allows a tier move with 30 days' notice — you'll always hear it from us first, never discover it on an invoice. Your QuickBooks Online subscription stays in your name and is billed to you directly by Intuit, so you own your file outright; our fee is separate.
Most businesses that come to us are behind. That's normal, and it's the work we trained on first — our own practice closes were reconstructions of finished months, rebuilt from raw statements and payout reports.
These aren't fine print. They're the lines that make the service safe to buy, and they're written into every engagement letter.
Access rule, repeated because it matters: you invite us into your QuickBooks Online as an accountant user. We never receive, ask for, or store your password, bank login, or verification codes — and you can revoke our access in one click, any time. Every entry we make is logged under our own name in QuickBooks' audit trail.