Four plans. One conversation to find yours.
Plans start at $275 a month. Every one is a flat monthly fee, agreed in writing before any work starts — what yours is depends on your books: how many transactions run through them, how many accounts, and what shape they’re in today. Fifteen minutes with a bank statement is enough for me to tell you.
Where most businesses land.
The deciding factor is almost always transaction volume, not revenue. A consultant billing $400k a year might have forty transactions a month. A café doing $300k might have six hundred.
The essentials, done right
Sole proprietors, consultants, and new LLCs
- Up to 100 transactions per month
- 2 bank or card accounts reconciled
- Monthly P&L and balance sheet
- Quarterly review call
- Year-end package for your CPA
For a business with moving parts
Established businesses with employees or vendors
- Everything in Starter, plus:
- Up to 250 transactions per month
- Up to 5 accounts reconciled
- Accounts payable & receivable
- Monthly review call
- Washington B&O filing support
Numbers you can steer by
Businesses that need real financial visibility
- Everything in Growth, plus:
- Up to 500 transactions per month
- Payroll coordination
- Job costing
- Budget & cash flow reporting
- Monthly strategy call
- Priority support
Built around your industry
Construction, medical, real estate, and nonprofits
- Everything in Professional, plus:
- Unlimited transactions
- Class & location-level reporting
- Rolling cash flow forecast
- Controller-level support
- Industry-specific setup
Starter begins at $275 a month. The other three are priced on the same basis — volume, accounts, and complexity — and quoted on the call.
A fixed number, before you commit to anything.
I quote rather than publish a full price list, because two businesses on the same plan can be a hundred dollars a month apart and it would be dishonest to pretend otherwise. Here’s exactly how the number gets set.
What drives it
Transaction volume first, then how many accounts need reconciling, how complex your operation is, and whether Washington adds B&O or multi-jurisdiction sales tax to the picture.
What it takes to find out
A free 30-minute call and a recent bank statement. I count your actual transactions rather than guess, and you get a number on that call — not a proposal three days later.
Flat, and it stays flat
Same fee every month regardless of how busy the month was. No hourly meter, no line items for questions, no surprise invoice in a quarter where things got complicated.
In writing before work starts
Your engagement letter states the fee, the scope, and what each of us is responsible for. Nothing begins on a verbal understanding either of us has to remember correctly later.
No obligation attached to the call and no follow-up sequence afterward. If we’re not a fit I’ll tell you on the call, and I’ll usually know who is.
What every plan comes with.
These aren’t upgrades. They’re the baseline, on the smallest plan and the largest one alike.
A close date you can plan around
Statements and documents to me by the 5th, your closed books and monthly report back by the 15th. If something’s going to be late you hear it beforehand, not after.
A summary in plain English
Every month, alongside your statements: what changed, why, and what I’d watch. See a real example →
A KPI dashboard
The handful of numbers that actually matter for your business, tracked month over month instead of buried in a report.
Answers within one business day
From me, not a queue. Usually sooner. No ticket numbers and no new name each time.
A QuickBooks file you own
In your name, with me as a user on it. Read-only bank access — I can see your money, not move it.
A private document folder
Your own secure space for statements and receipts, so nothing sensitive lives in an email thread.
No lock-in
Month to month, 30 days’ notice, and everything is yours on the way out. You’re staying because it’s working.
Which plan is actually yours?
Not sure how many transactions you have?
Send me a bank statement and I’ll count it before you pick anything. Takes me ten minutes and it costs you nothing.
What counts as a transaction?
Any line item hitting a connected account — a card charge, a check, a deposit, a transfer. Not invoices you sent, not bills sitting unpaid.
If you guess wrong
We move you, and it’s not a big deal. A single busy month doesn’t change your fee. A consistent pattern means a conversation and a change starting the following month — never retroactively, never automatically.
Start lower if you’re unsure
Moving up is easy. I’d rather you start on Starter and outgrow it than sit on Growth for a year because it seemed like the safer guess.
The questions worth asking first.
Is QuickBooks Online included?
No. You subscribe with Intuit directly and it stays in your name, which is what keeps the file yours if we ever part ways. I’ll tell you which version you actually need so you’re not paying for a tier built for a fifty-person company.
How many businesses does a plan cover?
One business, one QuickBooks file. If you own two entities — an operating company and a property LLC, say — that’s two sets of books and the second gets quoted separately. Any number of people on your side can email me; there’s no per-user charge.
How much support is included?
I don’t sell hours, I sell a finished month. Email about your books is unlimited within the one-business-day standard, and your plan’s call is time we both hold. Work outside the plan — a migration, a special analysis, training your staff — gets quoted before it begins.
What is “controller-level support”?
On Specialized, a standing monthly meeting where we go through your numbers rather than just deliver them: budget versus actual, rolling cash flow, margin by job or location, and the questions behind them — whether you can afford the hire, whether that contract was priced right, what your lender will want to see.
How payment actually works.
Monthly, in advance
Billed at the start of the month for that month’s work, on auto-pay by ACH or card. One charge, same amount, same date.
30 days’ notice to cancel
Enough time for me to close out your books properly and hand everything over. Because you’re billed at the start of the month, that final month is already paid — nothing extra comes due.
Catch-up is quoted separately
Half when the project starts, the balance on delivery. It’s a one-time project, so it shouldn’t be baked into a monthly fee you pay for years. How cleanup works →
Hourly work, occasionally
The exception rather than the rule. If you need a few hours for something specific I’ll quote the rate and a minimum up front — and I’ll tell you if a flat-fee project would cost you less.
If a payment is late
One late month isn’t a problem — I’d rather hear about it than chase it. If payments fall behind consistently, I’ll pause work until the account is current rather than let a balance build quietly.
Everything in writing first
Before any work starts you get an engagement letter setting out scope, price, and what each of us is responsible for. No verbal arrangements to misremember later.
What these plans don’t include.
Worth saying plainly, so nobody signs up expecting something they’re not getting.
Tax preparation or filing
I’m a bookkeeper, not a CPA or enrolled agent. I don’t file returns and I don’t represent you before the IRS or the Department of Revenue. I build the records that work depends on, and I’ll work directly with whoever does it.
Payroll processing
Payroll coordination is included from Professional up — I work alongside your payroll provider and make sure everything lands correctly in your books. I don’t process payroll runs, pay employees, or file payroll tax returns.
Audit representation
If you’re ever audited, your CPA or EA handles it. What I can do is hand them records that are clean, complete, and organized, which is not nothing.
Business or investment advice
I’ll tell you what your numbers say and what I’d keep an eye on. Decisions about pricing, hiring, and borrowing are yours, ideally with your CPA in the room.
Bring a bank statement.
A free 30-minute call. You’ll leave knowing which plan fits, what it costs, and what it would take to get your books current — whether or not you hire me.