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Our Fees
Cost is among a business owners' biggest concerns. Our fees reflect our understanding of your specific needs, the quality of the work we deliver, and full confidence in our ability to serve your needs well.
Our pricing takes into account many aspects, such as the scope and complexity of the services you need, transaction volume, timing, number of bank accounts and sales channels. We offer flat monthly/project fee for most of our services, except QuickBooks® Online Trainign and Consulting & Strategy Planning and Growth Consulting services that are billed hourly.
In some cases our fees can include the QuickBooks® Online subscription we use to deliver services. We offer up to 25% discounted rates to new users for a QuickBooks® Online subscription if invoiced through our company.
1. We start any engagement (except with a new business with no records) from The Initial Diagnostic. Our fee is $499 for most of our clients for checking up to two years of books (current and last year). For some industries and for longer periods to check, The Initial Diagnostic fee can be adjusted accordingly.
We provide up-front pricing for all our services after The Initial Diagnostic is completed:
2. Catch-Up & Clean-Up Service - flat project fee.
3. Monthly Recurring Bookkeeping Service - flat monthly fee.
4. Monthly (or Quarterly) QuickBooks® Online Account Review - flat monthly (quarterly) fee.
5. QuickBooks® Online Account Initial Set-up for new businesses or businesses migrating to QuickBooks® Online from different software - flat project fee.
6. QuickBooks® Online Training and Consulting - hourly rate.
Payment Schedule and Methods
- For The Initial Diagnostics and QuickBooks® Online Account Initial Set-up we charge 100% up-front.
- For Clean-up and Catch-up projects that are for no more than three months we charge 100% up-front.
- For Clean-up and Catch-up projects that are for more than three months, we charge 50% up-front and 50% due half way through the project.
- Monthly Recurring Service fees are due on the first day of each month and are automatically charged via ACH.
We usually accept ACH payments and checks. Credit card payments are also possible with an additional payment processing fee.
Requests to complete work for a shorter time than our normal scheduled cycle are subject to an additional urgency fee.
