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Did you know that hiring an in-house bookkeeper, HR coordinator, or trainer could cost you well over $50,000 per year and that doesn’t even include onboarding, certifications, office equipment, or the hidden costs of employee turnover?
By outsourcing these functions to us, you get expert financial management, HR support, and employee training for just $40,960 per year or less, with no hidden fees or unexpected costs.
You don’t have to worry about training new staff, managing payroll, or keeping your team on track—our systems help reduce turnover, streamline processes, and improve your customer experience.
You gain peace of mind knowing your books are accurate, your team is supported, and your business is running efficiently.
Save money, reduce stress, and free up your time—let us handle your bookkeeping, HR, and employee training so you can focus on growing your business and serving your customers.
$275 Monthly/$550 Initial Setup
Ideal for startups, freelancers, and very small businesses.
Monthly bookkeeping
Bank & credit card reconciliation
Cash‑basis reporting
Monthly essential financial reports
Up to 200 transactions/mo
Setup & onboarding
Focus: consistent monthly maintenance that keeps your books tax‑ready and accurate.
$550 Monthly/$800Initial Setup
For growing businesses that want more frequent insight and support.
Includes everything in Essential Ledger, plus:
Monthly reconciliations
Unlimited transactions
Up to 3 accounts
Accounts payable tracking (no inventory)
Accounts receivable tracking
Payroll setup guidance (software integration only)
Quarterly performance review summary
Focus: deeper insights and regular bookkeeping rhythm to support growth.
$1100 Monthly/$1150 Initial Setup
For service businesses, small teams, and those with moderate transaction loads.
Includes everything in Growth Advantage, plus:
Bi‑weekly bookkeeping & reconciliations
Up to 5 accounts
AR/AP management oversight
Up to 40 vendor bills/mo
Quarterly tax‑ready book prep coordination
Focus: steadier financial control and readiness for tax season.
$1600 Monthly/$1600 Initial Setup
For businesses with staff, payroll needs, or frequent vendor bill activity.
Includes everything in Profit Master, plus:
Weekly bookkeeping & reconciliations
Up to 80 vendor bills/mo
Weekly bill payment coordination (via bookkeeping software)
Payroll support (setup + recurring reconciliation in software)
Focus: high‑frequency oversight and smoother HR/payroll support
$2400Monthly/$2000 Initial Setup
For mature small businesses needing the maximum bookkeeping support below CFO/CPA level.
Includes everything in Elite Financial, plus:
Daily bookkeeping & reconciliation checks
High‑volume vendor bill oversight (up to 200/mo)
Enhanced performance dashboards
Strategic bookkeeping support for year‑round decision clarity
Focus: near real‑time accounting control, ideal for rapid growth or complex operations.
See Plan Comparisons Chart
HR Assistance
Quickbooks (Leading Software)
Set-up/COA Set-up
Loan & Investor Reports (Non-Advisory)
Data Entry
Quarterly in-person review of books and team workflow
(Travel cost may apply)
Plus More
All Packages Receive:
QuickBooks™ Online wholesale pricing (New QBO Clients)
QuickBooks™ Online Advancedreporting dashboard incl.
App Integrationweb-based only
Identity Access Mgmt.
MFA Security