Free Estimate

Get a free price estimate.

Year-End Cleanup starting at $750, Quarterly Financials starting at $250 per quarter, or Monthly Financials starting at $175 a month. Real estate solo agents and producers still see a personal range. Everyone else sees a starting price. The final flat fee is confirmed on a free 15-minute call.

How it works

Starting at $750, $250/qtr, or $175/mo.

Same tiers for real estate and every other cash-basis business. Solo is sized for 1–2 accounts and up to 75 transactions a month. Growing is sized for 3–4 accounts and up to 150. Established is sized for 5–6 accounts and up to 250. Your flat fee depends on accounts, transactions, and how messy the books are. We confirm it on a free 15-minute call.

Instant estimate after you submit — we keep your answers so we can follow up

Estimate only. The flat fee is confirmed on a free 15-minute call

Out of scope: accrual basis, inventory, invoicing/AR tracking, job costing, payroll, tax filing/estimates/1099 filing, and trust/escrow

Takes about two minutes. No obligation. No locked price until we talk.

About you

First name

Last name

Phone

Company

Industry

Your books

Which package do you want?

Accounting basis

Do you track inventory?

Yes No

Do you need unpaid invoices tracked in the books (accounts receivable)?

Yes No

It’s fine if you send invoices. We book income from actual bank deposits. We don’t set up or reconcile AR, and we don’t use QuickBooks.

How many companies?

Bank / credit-card accounts

1–2 accounts is Solo. 3–4 is Growing. 5–6 is Established. 7 or more is quoted on the call.

Transactions per month

Count a typical month of bank and card activity (every deposit and withdrawal counts as one). Up to 75 is Solo, up to 150 is Growing, up to 250 is Established. Over 250 is quoted on the call. Not sure? Pick that and we’ll confirm on the call.

Do you have loans, equipment financing, or merchant processor deposits (like card or insurance payouts) that need splitting out?

Yes No

Yes if a payment or deposit has to be split apart — a loan or equipment-financing payment into principal and interest, or a card or insurance payout that mixes the deposit with fees. Yes moves the estimate up one tier.

What is the most recent tax year you have already filed?

This is how far behind you are. It is separate from backlog months beyond 12.

Extra prior years (beyond the most recent 12 months)

Backlog beyond 12 months is starting at $75 per month. One extra year is 12 months. Two extra years is 24 months. Three or more is quoted on the call.

Do you have payroll?

Payroll is out of scope.

Yes No

How did you find us? optional

This is an estimate only. Final price can change after additional questions on a free 15-minute consultation.

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