Pricing

Whether you need reliable monthly bookkeeping, better job costing visibility, or deeper financial insight, our packages are designed to support contractors and small business owners at every stage of growth.

We believe bookkeeping should do more than keep your books up to date. Our pricing is built to give you the right level of support based on where your business is today, from strong bookkeeping fundamentals to advanced reporting, forecasting, and strategic financial visibility.

Essential

Starting at $350

Essential is designed for business owners who want a solid bookkeeping foundation and the peace of mind that comes with knowing their books are being handled consistently each month. This package is a strong fit for businesses that need reliable monthly support, clear financial records, and a clean starting point for future growth.

“Well begun is half done.” — Aristotle

  • Transaction Categorization — Your income and expenses are organized correctly so your books stay clean and your reports make sense.

  • Account Reconciliation — Your bank and credit card accounts are reconciled to help catch errors, missing entries, and inconsistencies early.

  • Profit & Loss Statement — You receive a clear view of revenue, expenses, and overall business performance.

  • Balance Sheet Statement — You can see what your business owns, what it owes, and how your financial position is changing over time.

  • Fixed Assets Analysis — Business assets such as equipment, vehicles, and major purchases are tracked properly in your records.

  • Depreciation Tracking — Asset activity is monitored so year-end reporting stays organized and accurate.

  • Email Support — You have access to bookkeeping-related support when questions come up.

  • Year-End CPA Ready Books — Your books are maintained in a cleaner, more organized way so tax season is smoother.

Growth

Starting at $795

Growth is for businesses that need more than basic bookkeeping and want clearer insight into how the business is actually performing month to month. This package is especially valuable for contractors and growing small businesses that want better visibility into margins, project performance, and day-to-day financial health.

“Efficiency is doing things right; effectiveness is doing the right things.”— Peter Drucker

  • Everything in Essential — You receive all of the core bookkeeping support from the Essential package.

  • Job Costing Setup and Tracking — Projects are tracked more closely so you can better understand where costs are going and how jobs are performing.

  • Project Profitability Reporting — You gain insight into which projects are profitable and which may need closer attention.

  • Cash Flow Reporting — You get a better picture of how money is moving in and out of the business.

  • Accounts Receivable Tracking — Customer balances are monitored so you can stay on top of unpaid invoices.

  • Accounts Payable Tracking — Vendor bills and outstanding obligations are tracked more clearly.

  • Financial Statement Analysis — Reports are reviewed with more insight, not just delivered.

  • Monthly Financial Review — You receive a regular review of the numbers so you can better understand performance.

  • KPI Snapshot — Key financial indicators are summarized to give you a faster read on business health.

  • Tax Planning — Opportunities are identified and discussed with the client.

  • Priority Support — You receive a higher level of responsiveness as questions come up.

Thrive

Starting at $1,395

Thrive is built for businesses that want high-level financial visibility and a more strategic partnership around their numbers. This package is ideal for contractors and established businesses that want to make more confident financial decisions with better reporting, stronger planning, and ongoing strategic support.

“Enduring success is built through discipline, vision, and time.”— Tony Caballero

  • Everything in Growth — You receive all bookkeeping, reporting, and review support included in the Growth package.

  • Advanced Job Costing — Job performance is evaluated at a deeper level to help improve margins and spot overruns earlier.

  • Financial Strategy Meeting — You receive strategic review time focused on your numbers and business decisions.

  • Cash Flow Forecasting — Future cash needs are projected so you can plan more confidently.

  • Profitability Analysis — You get deeper insight into where the business is making money and where improvements may be needed.

  • Budget Creation & Review — A practical budget is developed and reviewed to support better planning.

  • Budget vs Actual Reporting — Planned performance is compared to actual results so you can make adjustments sooner.

  • Vendor / Subcontractor Tracking — Outside labor and vendor-related costs are tracked more closely.

  • Work in Progress Snapshot — Active jobs are monitored to provide a clearer financial view of work currently underway.

  • Quarterly Strategic Planning Meeting — You receive recurring strategic support to review performance and plan ahead.

Custom Quote Services

  • Bookkeeping Cleanup — Ideal for books that are disorganized, inaccurate, or no longer reflect the true financial position of the business. Pricing starts at $1,500 and may increase based on the number of months behind, reconciliations needed, payroll activity, loans, and correction work required.

  • Catch-Up Bookkeeping — Designed for businesses that have fallen behind and need prior months brought current before ongoing monthly service can begin. Pricing typically starts at $1,500 for up to 3 months, with larger backlogs priced after review.

  • QuickBooks Setup — Best for new businesses or companies needing a clean chart of accounts, organized workflows, and a proper bookkeeping foundation in QuickBooks Online. Pricing starts at $500 for a basic setup, with more advanced builds quoted separately.

  • 1099 Preparation and Filing — Includes review of vendor records, preparation support, and filing coordination for eligible contractors. Pricing can start at $225 plus $25 per form, although simpler filing-only services may be lower when all data is already complete.

  • Job Costing Setup — Built for contractors and project-based businesses that need better tracking of labor, materials, subcontractors, and profitability by job. Pricing is provided by custom quote after review because setup depends heavily on your current QuickBooks structure, reporting needs, and workflow complexity.

Note: All prices provided are for informational purposes only. Final price will be provided after a complete review of Quickbooks and supporting documents.

Ready for clean, contractor-smart bookkeeping?

Are you ready to stop chasing receipts, fixing messy books, and wondering where your profit went? We give contractors and small business owners clean financials, accurate reporting, and dependable support so you can focus on jobs, customers, and growth. Hit the button below and let's build a bookkeeping system that works for your business.

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