Simple, Clear Pricing

Real starting prices, so you know where you stand before we talk. Every plan includes ongoing support and AI-assisted automation, with a human checking the work.

Monthly Plans

No long-term contracts — cancel with 30 days' notice. Your exact price depends on how many transactions you have each month and how many businesses you run. I keep my client list small so each client gets real attention.

Growth
From $750
/month

For established businesses with 1–5 employees, one company, and up to about 200 transactions a month.

  • Every transaction sorted into the right category
  • Bank & credit card accounts reconciled monthly
  • Monthly profit & loss and balance sheet
  • Track who owes you and who you owe
  • Sales tax reports prepared for you to review and file
  • Payroll entries recorded in your books (your payroll provider runs payroll)
  • Simple monthly dashboard
  • Monthly review call
Book a Free 15-Min Call
Complete
From $1,500
/month

For businesses that need job costing, payroll across several jobs, or books for more than one company (LLC). Common for contractors and real estate investors. Exact price quoted after your Books Review.

  • Everything in Growth, plus:
  • See which jobs actually made you money (job costing)
  • Payroll entries for multiple companies and jobs recorded in your books
  • Cost of materials and labor tracked by job
  • Books kept organized and audit-ready for your CPA
  • All your companies kept separate and reconciled
  • Custom automations for your repeat tasks
Book a Free 15-Min Call

More transactions, or not sure which plan fits? I'll quote it on your free call.

One-Time Work

Start here if your books are behind or messy. I fix them first — then monthly service keeps them clean.

Books Review
$400
one time

I go through your books and give you a written summary of what's wrong, what it takes to fix it, and an exact quote. If you go ahead with a cleanup, the full $400 is credited toward it.

  • Starts with a free 15-minute call
  • If we're a good fit, I send a short agreement to sign and an invoice
  • Written findings you keep, whatever you decide
  • Full refund if you cancel before I start. Once I start, the fee is not refundable.
Book a Free 15-Min Call
Cleanup & Catch-Up
From $750
one time

Usually $300–$500 for each month your books are behind, with a $750 minimum. Your exact quote comes from your Books Review.

  • Missing transactions entered and sorted
  • Accounts reconciled back to your bank statements
  • A clean starting point for monthly service
  • QuickBooks setup and automation builds quoted after your review
Book a Free 15-Min Call

Frequently Asked Questions

Can I change plans or cancel anytime?
Yes. All monthly plans can be adjusted or cancelled with 30 days' notice. No long-term contracts required.
Are there setup fees?
There is no setup fee for monthly plans. Cleanup, QuickBooks setup, and automation builds are one-time projects, quoted after your Books Review.
Why does the Books Review cost $400?
Because it's real work: I look at your actual books and give you written findings and an exact quote. If you go ahead with a cleanup, the full $400 is credited toward it. If you cancel before I start, you get a full refund. Once I start, the fee is not refundable.
Do you work with businesses outside Florida?
Yes. My practice is fully remote-first — I work with small businesses across the U.S. Everything is handled online through QuickBooks Online, email, and video calls, so location is never a barrier.