U.S.-LED EXPERTISE • TAILORED FEES • CLEAR SCOPE • QUICKBOOKS ONLINE
CUSTOM FEES
Custom fees for your business
Every engagement is tailored to your workload, transaction volume, reporting needs, payroll, benefits, cleanup, and tax-filing support. Contact us for a personalized proposal.
Flexible service frameworks for different levels of business complexity.
Essential
Custom proposal
Best for startups and solo operators who want clean books and standard financials.
- Monthly categorization & reconciliations
- Standard profit and loss statement and balance sheet
- Base QuickBooks Online subscription when specified in your engagement
- Dedicated accountant & CPA review
- Secure document portal
- Communication expectations confirmed in your engagement
ENGAGEMENT STRUCTURES
Flexible Engagement Options
Choose the engagement structure that best fits your business needs. All arrangements are finalized in your personalized proposal.
Month-to-Month
Maximum flexibility for evolving startups. Requires a 30-day notice to cancel or adjust services.
Longer-Term Arrangements
Timing, scope, and any associated engagement benefits are tailored to your strategic needs and confirmed in your written proposal.
30-Day Satisfaction Guarantee
A 30-day satisfaction guarantee may apply to first-month labor fees under the conditions in your signed Engagement Agreement. Software and third-party costs are non-refundable.
Important Information
Setup & Migration
Onboarding and migration are scoped to your existing systems and data complexity. Any related fees are confirmed before work begins.
Software & Add-Ons
Base QuickBooks Online is included when specified in your engagement. Upgrades, add-ons, and third-party integrations are scoped separately; committed software costs are non-refundable.
Billing & Payment
Billing timing, accepted payment methods, and any applicable grace period are defined in your signed Engagement Agreement and invoices.
Contract Cancellation
Cancellation and transition terms are defined in your signed Engagement Agreement. We support an orderly handoff of your records.
INCLUDED
Included with Every Engagement
QuickBooks Online
A base QuickBooks Online subscription may be included when specified in your Engagement Agreement.
U.S.-Based Team
Qualified accountants with CPA & CFE leadership.
CPA Review
Monthly work is reviewed by accounting professionals according to the engagement scope.
Direct Integration
We work directly in your authorized QuickBooks Online environment and minimize unnecessary data movement.
Secure Access
Your accounting records remain in your authorized QuickBooks Online account, subject to the platform provider’s systems and policies.
Professional Support
Communication expectations are confirmed in your signed engagement.
Adjusting Your Scope
Your scope can evolve with your business. If transaction volume, complexity, payroll, reporting, or tax-filing needs change, we’ll review the engagement with you and confirm any scope or fee adjustments before additional work begins.