Plans Designed for Every Stage of Your Business
We Bring Our Heads and Hearts to Everything We Do
QuickBooks Online Assessment & Setup
Fee: $250 – $500
Hourly Rate: $85 – $125/hr
Scope: Evaluate your business structure and reporting needs, then implement the best QuickBooks Online setup for long-term success.
QuickBooks Migration & Implementation
Fee: $350 – $700
Hourly Rate: $85 – $125/hr
Scope: Migrate data from spreadsheets or legacy systems into QBO with a smooth, customized implementation.
QuickBooks Training
Hourly Rate: $85 – $125/hr
3-Session Package: $240 – $360
Scope: Hands-on, customized training for you or your team to confidently manage and optimize QBO usage.
Process Automation & Workflow Optimization
Hourly Rate: $90 – $110/hr
Scope: Automate recurring financial tasks like invoicing, payments, reports and client communications to boost efficiency and accuracy.
Bookkeeping
Monthly fee: Starting at $260
Hourly Rate (for ad-hoc work): $25 – $65/hr
Scope: Ongoing bookkeeping, transaction categorization and reconciliations to keep your numbers clear and up to date.
Fractional Controller & CFO
Monthly: starting at $1,350
Hourly Rate (project-based or interim): $80 – $135/hr
Scope: Optimize your financial strategy with expert financial modeling, budgeting, cash flow forecasting, and fundraising support — without the cost of a full-time hire.
