Fixed Fees. No Surprises.
A monthly base set by the size of your business, the functions you need on top, and one-time projects quoted as a flat fee. Not sure where you fit? A 20-minute call settles it.
Kept Services
Your accounting run every month on a fixed calendar. One fixed monthly fee, books closed by the 10th.
What's Included
- Full-Cycle Bookkeeping Transactions coded and every bank and card account reconciled.
- Monthly Close by the 10th Your P&L, Balance Sheet and Cash Flow Statement, closed and delivered.
- The Kept Memo & 1:1 Review Key figures, reconciliation status and notes each month, plus dedicated time to walk through them.
- CPA Liaison We hand your CPA a clean year-end package and answer their questions for you.
- Compliance Tracking Reminders for business licenses, insurance policies and entity renewals.
The Base
Every retainer starts here. The base covers everything above and is set by annual revenue.
Functions
Add the work you want handled. Each one also runs on its own, without a retainer.
What Can Change It
A few things add real work each month. If any apply, we price them on the intro call, before you sign.
- More Accounts Bank and card accounts beyond the 3 included.
- Inventory Inventory and cost of goods tracked in the books.
- Job or Class Costing Results reported by job, location or class.
- Additional Entities More than one company kept and closed each month.
Seasonal Businesses: We offer a dormant rate starting at $450/mo for off-season businesses.
Concierge Services
Flat-fee projects with a defined scope. For when the books need a catch-up, a cleanup or a new system, on their own or before monthly work begins.
Example Engagements
- QuickBooks Setup A new QuickBooks Online build or a migration from another system, structured for your business.
- Catch-Up & Cleanup Months or years of missing or messy books brought current and tax-ready.
- Workflow Redesign Clear approval steps and written procedures for bills, expenses and payroll.
- Audit-Ready Records Receipts, contracts and statements organized and matched to the books, ready for your CPA.
- Payroll Platform Move Your team moved to a modern platform (Gusto, Rippling) without a missed pay run.
Pricing Variables
Concierge projects are billed as a custom flat fee based on four things:
- Scope of Work How many accounts, entities and functions the work covers.
- Months Behind How many past months or years need to be rebuilt and reconciled.
- System Complexity How many separate apps, integrations or older systems are involved.
- Urgency Whether a tax, lending or sale deadline needs a faster turnaround.
Common Questions.
Do you do my taxes?
No. We keep the books and hand your CPA a clean year-end package, then answer their questions so you don't have to.
Do you work with individuals and families?
Yes, through our Private Client service. We take on a limited number of personal clients, by consultation, and keep their household books to the same monthly standard as a business.
Do I need QuickBooks?
We work in QuickBooks Online. If you use something else, or nothing yet, setting it up is a one-time Concierge project.
My books are behind. Is that a problem?
No. Most new clients start behind. We quote a flat fee to bring them current, and monthly work starts from there.
Can I start with just one thing?
Yes. AP/AR, payroll oversight or sales tax can each run on their own, and a one-time setup or cleanup needs no retainer.
Who does the work?
Tom oversees every client file and leads your monthly review, so the person checking your numbers knows your business.
What do you need from me each month?
Answers to one short list of open items by the 5th, and time for the monthly review. Everything else is on us.
Who owns my books?
You do. Your books stay in your own QuickBooks, in your name. We log in as your accounting firm and use read-only bank access, and you can remove either at any time.
How long is the commitment?
Monthly retainers run month to month. Give us 30 days' notice to stop, and we hand everything back in order.
How is the price set?
Retainers start with a monthly base set by annual revenue. Functions like AP, payroll or sales tax are added on top, and a few complexity factors, such as inventory or extra entities, are priced on the call. Projects are a flat fee.
Not sure where you fit?
Tell us roughly what the business brings in, what you want handled and how far behind the books are. On a 20-minute call we will give you a monthly price and quote any catch-up work as a flat fee.