Monthly Accounting Packages Built for Clarity, Structure & Consistent Support
We offer three structured monthly service tiers designed to provide accurate books, dependable workflows, and clear financial insights every month.
Each package includes skilled accountant oversight, secure systems, and reliable communication—so your business always has the clarity it needs.
Essential AI Accounting
Starting at $1,049/month
Designed for businesses that need accurate monthly bookkeeping, standard financial reports, and a predictable, well-structured accounting process.
What’s Included:-
Bookkeeping & Reporting
AI-powered bookkeeping — Monthly
Payroll integration (third-party)
Job costing using QBO Projects
Monthly close & reporting — delivered by the 20th
Monthly financial reporting via email
Support & Communication
Unlimited bookkeeping support via client portal
1 email question/month
Response time: 72 hours
Technology
Client portal included
(Does not include QBO subscription)
(Does not include AP/Receipt management)
(Dashboard not included)
What’s Not Included:
- QuickBooks Online (QBO) subscription fees
Accounts Payable and expense management
Dashboards and advanced reporting tools
Payroll Provider fees
Software support
Advanced Data Insights
Starting at $1,499/month
Ideal for growing businesses that want faster reporting, visual financial insights, and more proactive communication to support better decisions.
What’s Included:-
Bookkeeping & Reporting
AI-powered bookkeeping — Weekly
Payroll integration (third-party)
Job costing using QBO Projects
Monthly close & reporting — priority delivery by the 15th
Monthly financial reporting via Loom video
Enhanced visual financial statements — 1 custom report
Top KPIs for your industry
Support & Communication
Unlimited bookkeeping support via client portal
3 email questions/month
Response time: 48 hours
Technology
Client portal included
(Does not include QBO subscription)
(Does not include AP/Receipt management)
(Dashboard not included)
Comprehensive Analytics Suite
Starting at $1,899/month
Built for businesses that want the highest level of financial insight, accelerated reporting timelines, and advanced analytics to guide strategic planning.
What’s Included:-
Bookkeeping & Reporting
AI-powered bookkeeping — 2×/week
Payroll integration (third-party)
Job costing using QBO Projects
Month-end close & reporting — expedited delivery by the 10th
Monthly financial reporting via Loom video
Enhanced visual financial statements — 2 custom reports
Top KPIs for your industry
Cash flow by project
Quarterly Business Health Meetings
Support & Communication
Unlimited bookkeeping support via client portal
Unlimited email access to account manager
Up to 2 phone calls/month
Response time: 24 hours
Technology
Client portal included
Financial reporting & analytics dashboard included
(Does not include QBO subscription)
(Does not include AP/Receipt management)
📌 Additional Services (Add-Ons)
Scheduled Bill Pay Services
starting at $100
QuickBooks Payroll
starting at $125 per payroll run + per-employee fee
W9 Collection / 1099 Filing
$250 base + $25 per form
Cash Flow Forecasting (13-week look-ahead)
$250/month
Client Advisory Meeting
$175/hour
CPA, Tax & Surety Liaison
$175/hour
Construction Services:
- WIP Reporting — $175/hour
- Critical Construction Review — $175/hour
📞 Let’s talk through your needs and determine the right package for your business.
Find the package that fits your business and get started with a simple, helpful conversation.