Explore Our Services
BASIC
Best for: Sole Proprietors, Partnerships, Single Member LLCs
Initial Consultation
Monthly Bank and Credit Card Reconciliations up to 2 accounts
Monthly Transaction Categorization
Unlimited Digital Receipt and Document Management
WA DOR Excise Tax and B&O Filings
Basic Monthly Support & Communication: Email / Text/ Phone
Year-End Prep
$750 monthly flat rate
INTERMEDIATE
Best for: Scaling Teams & Contractors
Initial Consultation
Monthly Bank and Credit Card Reconciliations up to 4 accounts
Monthly Transaction Categorization
Unlimited Digital Receipt & Document Management
WA DOR Excise Tax and B&O Filings
L&I Workers Comp tracking & Filing
Basic Invoicing
Payroll - Up to 4 employees (Quickbooks Payroll Subscription not included)
Basic Monthly Support & Communication: Email, phone, video call
Year-End Prep
$1000 monthly flat rate
PRO
Best for: Established Firms with Large Teams
Initial Consultation
Monthly Bank and Credit Card Reconciliations 5+ accounts
Monthly Transaction Categorization
Unlimited Digital Receipt & Document Management
WA DOR Excise Tax and B&O Filings
L&I Workers Comp Tracking & Filing
Progress Invoicing up to 10/mo
Job Costing & Project Tracking
Payroll - 5-10 employees (Quickbooks Payroll Subscription not included)
Unlimited Support & Communication: Email, phone, video call, or in person communication
Year-End Prep
$1500+ monthly flat rate
Services are subject to a one-time Onboarding & Historical Stabilization Fee. This fee covers the reconciliation of all prior periods within the current fiscal year to ensure an accurate opening balance and a clean Source of Truth moving forward.