Clean-Up Packages
Tier 3: Advanced Deep Clean
(Best for multi-year backlog or system mess, usually 1 to 3+ years behind)
Untangling years of unreconciled accounts
Fixing severe balance sheet discrepancies
Troubleshooting broken app syncs
4+ bank/credit card accounts
High volume (>150/mo) or multiple loans
Complex apps (Shopify, Stripe, Payroll)
Custom Quote: $5000-$12000+
Note: Tier 3 clients, will be offer a $250 Paid Diagnostic Review, which will be credit toward the total cost
Tier 2: Standard Clean-Up
(Best for 4-12 months behind)
Reconciling a full fiscal year
Fixing duplicate entries or unapplied payments
Organizing missing receipts
2-4 bank/credit card accounts
Moderate volume (50-150 transaction/mo)
1 Basic App Integration (e.g. Square)
Base Fee: $1500-$4,500
(Varies by transaction volume)
We hold our work to high standards. We focus on sustainable results built on smart strategy and real insight.
Tier 1: Minor Tune-Up
(Best for 1-3 months behind)
Reconciling a few missed months.
Fixing minor categorization errors
Reviewing the Chart of Accounts
1-2 bank/credit card accounts
Low transaction volume (<50/mo)
No app integrations
Flat Fee: $400-$1,200
Monthly Packages
Package 3
Premium (Scale)
Multiple locations, inventory-based businesses, or high-volume models
151+ transactions monthly
Unlimited accounts
Bi-weekly or weekly categorization & reconciliation
Custom management reporting & KPI’s
Multiple Add-ons (e.g., AP/AR management, job costing, or class tracking)
$1200-$2000+ monthly
Advisory & Support: Dedicated monthly
Package 2 (Featured)
Standard (Growth)
Established service businesses, brick-and-mortar, or small teams.
51 to 150 transactions monthly
A max of 4 accounts (e.g., 2 business bank accounts, 2 business credit cards)
Monthly categorization & reconciliation
Standard P&L & Balance Sheet monthly
1 Core Add-on (e.g., Payroll processing or Basic Accounts Payable)
$650-$1,000 monthly
Advisory & Support: Email & Scheduled
Package 1
Basic (Compliance)
Solopreneurs, service providers, or startups
Up to 50 transactions
A max of 2 accounts (e.g.,1 bank, 1 credit card)
Monthly categorization & reconciliation
Standard P&L & Balance Sheet monthly
Add-on Workflows: none
$350-$500 monthly
Advisory & Support: Email Support (48-hr)