Simple Pricing for Smart Operators.
From foundational bookkeeping to full-on financial strategy, we’ve packaged our services to support every stage of business growth.
Monthly Accounting Services
Choose your Package
Monthly Accounting Services
Choose your Package
Starter
The Basics Covered-
What's Included:
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Monthly Accounting (Cash)
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Payroll Provided by Gusto
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QuickBooks Support
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1099 Filing
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Business Tax Preparation
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Quarterly Advisory Calls
Accelerate
Fuel Your Growth-
What's Included:
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Everything from Starter
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Full Accrual Accounting
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Weekly Bookkeeping Adjustments
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Weekly Accounts Payable
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Custom Management Reporting
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Receipt Management
Launch
Take Your Business to New Heights-
What's Included:
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Everything from Accelerate
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Monthly Advisory Calls
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Weekly Cash Forecasting
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Financial Dashboard
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Annual Budget Creation
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In-Depth Financial Analysis
Small Business Pricing Examples
Real Pricing from Real Clients
Industry:
HVAC
Service Level:
Launch
Annual Revenue:
$6,400,000
Employees:
45
Complexity:
Moderate
Monthly Cost:
$3,200
Industry:
Landscaping
Service Level:
Starter
Annual Revenue:
$1,200,000
Employees:
14
Complexity:
Simple
Monthly Cost:
$1,100
Industry:
Construction
Service Level:
Accelerate
Annual Revenue:
$3,100,000
Employees:
12
Complexity:
Advanced
Monthly Cost:
$1,800
Industry:
Prof. Services
Service Level:
Starter
Annual Revenue:
$580,000
Employees:
1
Complexity:
Very Simple
Monthly Cost:
$650
Industry:
Restaurant
Service Level:
Accelerate
Annual Revenue:
$9,300,000
Employees:
180
Complexity:
Advanced
Monthly Cost:
$3,000
Frequently Asked Questions
Your monthly rate depends on the size, structure, and complexity of your business. We tailor pricing based on how much work is required to keep your books clean, accurate, and insightful. Here are the biggest drivers:
Volume of Activity
The number of transactions, accounts, credit cards, and loans we reconcile each month.Business Complexity
Things like job costing, inventory, accruals, sales tax filings, and whether you operate in multiple states or entities.Software Integrations
Businesses using tools like Gusto, Stripe, or ServiceTitan may need additional support to keep everything synced.Reporting Needs
Some clients want basic financials, while others need dashboards, KPIs, and investor-ready reports.Payroll & Compliance Work
The number of employees, frequency of payroll, and tax filings can affect how much ongoing work is needed.
We’ll give you a transparent quote after reviewing your setup.
Yes, but we’re upfront about all of them. In addition to your monthly service fee, there are two main one-time costs that may apply:
1. Onboarding Fee
This covers the setup work required to get your business systems aligned with ours. We review your existing books, connect tools like QuickBooks or Gusto, and get your chart of accounts cleaned up and ready to go.
Typical cost: One-time fee equal to 1–2x your monthly rate, depending on complexity.
2. Backwork (Catch-Up or Cleanup)
If your books are behind or inaccurate, we’ll need to do some backwork to get everything up to date. This ensures your financials are clean, accurate, and decision-ready from day one.
Typical cost: Your monthly rate × the number of months we’re catching up.
We’ll give you a clear estimate for both after our initial review no vague pricing, no surprise invoices.
We work best with business owners who are serious about building something real not just surviving tax season.
Most of our clients:
Generate $500K to $10M+ in annual revenue
Want more clarity, control, and strategy in their financials
Are ready to delegate accounting so they can focus on scaling
We’re a great fit if you care about your numbers even if you don’t want to be the one in the weeds. If you’re trying to build a healthier, more valuable business, we can help get you there.
Transaction Advisory Services
Quality of Earnings (QoE) Analysis for Business Buyers and Sellers
Main Street
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Who is this for?
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Deals Under $2.5MM
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Searchers
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Independent sponsors
Midsize
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Who is this for?
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Deals Under $10MM
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Carve-Outs
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Multi-Entity
Lower Middle Market
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Who is this for?
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Deals $10MM+
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Institutional buyers
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Complex Transactions
Frequently Asked Questions
The cost of a Quality of Earnings report depends on the size and complexity of the deal, not just the purchase price, but how much work it takes to get to clean, reliable numbers.
Here are the key factors that affect pricing:
Financial Complexity
Multiple entities, accrual adjustments, job costing, inventory, or cash vs. accrual conversions increase the scope of work.Number of Accounts & Systems
If the business uses multiple bank accounts, credit cards, and third-party systems, it takes more time to reconcile and verify the data.Quality of the Books
Clean, up-to-date books are easier to work with. If the financials are messy or inconsistent, we may need to do additional cleanup or tie-outs.Depth of Analysis Required
Some buyers want a streamlined red-flag report. Others want full revenue/margin analysis, customer concentration, and working capital modeling.Timeline
Tighter deadlines may come with a premium.- Deliverable
Do you need a databook only? Or do you need a slide presentation ready for an investor group?
We’ll scope and quote each project after reviewing the basics of the deal and understanding your needs.
We charge a fixed fee for all QoE engagements — no hourly billing, no surprise invoices.
You’ll get a detailed scope and flat price before we start, based on the complexity and timeline of the deal. That way, you can budget with confidence and focus on closing, not watching the clock.
Need to adjust the scope? We’ll be clear about any changes before they happen.
Our typical clients include:
Searchers and acquisition entrepreneurs using SBA or personal capital
Independent sponsors and small private equity firms
Operators acquiring bolt-ons or making their first strategic acquisition
Family offices and holding companies focused
Yes, we offer sell-side QoE reports to help owners prepare for a successful exit.
A sell-side QoE puts you in control of the narrative by:
Identifying and validating add-backs ahead of buyer scrutiny
Highlighting strong financial trends and key metrics
Reducing surprises during diligence
Speeding up the closing process by giving buyers a head start
We’ve worked with owners, brokers, and investment bankers to produce clean, buyer-ready financials that build confidence and in many cases, justify a higher valuation.
