For solopreneurs and service businesses who need clarity, accuracy, and a real financial picture.

Beyond Balanced: Bookkeeping That Runs Your Business

Grab Our Free QuickBooks Health Check

Pick your perfect fit transparent pricing from $250/month + one-time onboarding

Scalable packages to match your business, from solopreneurs to scaling teams. Every tier delivers clean books so you reclaim time for you.

Core

$200 one-time onboarding • $300/month

For simple service businesses needing clean, reliable books without complexity.

Includes

Monthly transaction categorization

Bank and credit card reconciliations

Monthly financial statements (P&L, Balance Sheet)

Ongoing accuracy checks

Outcome:
Clear, up-to-date books you can trust — without spending time in QuickBooks.

 

Complete (Most Popular)

$300 one-time onboarding • $500/month

 

For growing businesses that need structure, cash flow organization, and oversight.

Includes

Everything in Core

Bill pay processing

Invoice tracking support (QBO reminders & monitoring)

Outcome:
Bills paid on time, invoices tracked, and clearer visibility as activity increases.

Elite

$600 one-time onboarding • $800/month

For established businesses that want proactive oversight and deeper financial clarity.

Includes

Everything in Complete

Priority support

Enhanced monthly review for trends and red flags

Outcome:
Fewer surprises, stronger confidence in reports, and clearer insight as the business grows.

 

 

Not Sure Which Plan Fits? Let's Chat!

One-Time Services: Get Fixed Fast

Books Check-Up / Diagnostic Review

$250 (fixed)
Low-risk scan for cautious owners.

Includes: Review of account setup, reconciliations, uncategorized balances, reporting accuracy.
Deliverable: Written summary—what's working, what's broken, priorities.
"Tells you if your numbers are trustworthy before big decisions."

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QuickBooks Cleanup / Catch-Up

$200 (1 month) | $275 (2 months) | $350 (3 months)

Includes: Historical cleanup (scoped months), reconciliations current, categorization fixed, clean P&L/Balance Sheet. No ongoing maintenance.

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