Flat-rate monthly plans. Know exactly what you pay and exactly what you get. No contracts, no hidden fees.
All plans include a dedicated bookkeeper (Jenni), monthly reports, and ongoing email support. Month-to-month — no contracts.
Pricing discussed during your free consultation based on transaction volume and complexity.
See exactly what is included at a glance.
| Feature | Essential | Professional | Premium |
|---|---|---|---|
| Monthly bookkeeping | Up to 75 txn | Up to 150 txn | Unlimited |
| Bank reconciliation | 2 accounts | 4 accounts | Unlimited |
| Profit & Loss report | ✓ | ✓ | ✓ |
| Balance Sheet | — | ✓ | ✓ |
| Payroll processing | — | Up to 10 | Unlimited |
| Payroll tax filings | — | ✓ | ✓ |
| Certified payroll | — | — | ✓ |
| Job costing | — | — | ✓ |
| QuickBooks setup | Basic | Full | Advanced |
| Check-in calls | Quarterly | Monthly | Weekly available |
| Email support | ✓ | ✓ | Priority |
No contracts and no setup fees. All plans are month-to-month. If you need to pause or cancel, just give 30 days notice.
Pricing is based on your monthly transaction volume, number of accounts, payroll headcount, and complexity. We go over this during your free consultation so there are no surprises.
We work in QuickBooks Online and QuickBooks Desktop. Jenni is a certified QuickBooks ProAdvisor, so setup, cleanup, and training are all handled in-house.
Catch-up bookkeeping is available as a flat-rate add-on. We will assess how far behind you are and give you a clear price before starting.
Yes. We prepare your books so they are tax-ready and can coordinate directly with your CPA or tax preparer to hand off reports and answer questions.
Yes, and it is a specialty. See our Contractor Setup packages for certified payroll, prevailing wage, CSLB guidance, and job costing specific to construction.
Free 30-minute consultation — no pressure, no jargon. Just an honest conversation about what your business needs.
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