Accounting services built around your business.
We work with businesses and individuals across a wide range of industries. Every engagement starts with a conversation — and ends with financials you can actually rely on.
Monthly Plans
Monthly retainer plans
All plans include a dedicated point of contact, secure document sharing, and access to our multi-software expertise. Pricing is customized based on your transaction volume and scope.
Starter Plan
$700-$900/month
For early-stage businesses and solo operators with low transaction volume.
Includes:
- Bank & credit card reconciliations
- Transaction coding & bookkeeping
- Monthly P&L statement
- Payroll journal entries
- AR tracking
- AP tracking & reporting
- Monthly financial reporting
- Email support
Accounting Support
$1200-$2000/month
For growing businesses needing reliable monthly accounting — covers AP, AR, bank reconciliations, reclasses, and month-end.
Includes:
- Everything in Starter, plus:
- Accruals & adjusting journal entries
- Month-end close support
- AR/AP oversight & aging reports
- Financial review & variance analysis
- Budget-to-actual reporting
- Software troubleshooting & coding support
- Priority email & phone support
Full Accounting & Operations
$2500-$5500+/month
For complex operations, multi-entity portfolios, and businesses needing controller-level oversight.
Includes:
- Full accounting ownership & oversight
- Complete month-end & year-end close
- Financial reporting packages
- Cash flow reporting
- Process improvement
- System implementation & oversight
- Vendor & lender coordination
- Audit prep & support
- Direct collaboration with ownership/CFO
- Priority dedicated support
Specialties
Industries & specialties
Property Management & Real Estate
Tenant billing, rent rolls, CAM reconciliations, lease setup, new property onboarding, Yardi, Avid, and Nexus support.
Corporate & Multi-Entity
Multi-entity consolidation, intercompany reconciliations, audit prep, budget modeling, NetSuite and Sage setup.
Technology & Startups
Deferred revenue & Subscription tracking, investor reporting, QuickBooks Online setup and cleanup.
Legal & Professional Services
IOLTA and client trust reconciliations, law firm bookkeeping, matter-based cost accounting.
Software
Software we know
We work inside your existing systems — no migration required. If you don't currently have accounting software, we offer QuickBooks Online subscriptions at a discounted rate as an authorized partner.
Yardi (all modules)
AppFolio
QuickBooks Online
QuickBooks Desktop
NetSuite
Sage
Avid
Nexus
Add-On Services
Add-on services
Need something specific? Add-on services can be paired with any retainer plan or engaged on a standalone basis.
Property Management & Real Estate
Tenant billing & rent roll management
$5–$10 per unit/month
New property onboarding & setup
$750–$2,500 per property
CAM reconciliations (annual)
$600–$2,500 per property
Lease setup & abstraction
$50–$150 per lease
Yardi setup, cleanup & training
$125–$175/hour
Avid / Nexus AP workflow setup
$125–$175/hour
Security deposit reconciliations
from $100/month
Real estate entity accounting
$400–$1,200/entity/month
Corporate & Business Accounting
Multi-entity consolidation reporting
$500–$2,000/month
Intercompany eliminations & reconciliations
$300–$1,200/month
Budget preparation
$750–$2,500 per engagement
Audit preparation support
$1,000–$4,000 per engagement
NetSuite / Sage financial module setup
$1,500–$6,000+
Technology, SaaS & Startups
Deferred revenue & subscription tracking
$300–$1,000/month
Investor reporting packages
$500–$2,000 per package
QuickBooks Online setup & cleanup
$750–$3,000 per engagement
Leasing & Brokerage
1–10 brokers: commission calcs, payout processing, ledger reconciliation
$200–$400/month
11–25 brokers: all above + co-broker & referral fee tracking
$400–$700/month
26–50 brokers: all above + pipeline reporting
$700–$1,200/month
Year-end 1099 preparation for brokers
$25–$50 per broker
Deal receipt recording & lease transaction posting
$150–$300/month
50+ brokers
Custom quote
Legal & Professional Services
IOLTA / client trust reconciliations
$500–$1,500/month
Trust account reconciliations
$400–$1,200/month
Law firm operating account bookkeeping
$700–$2,000/month
Case expense tracking & reporting
$250–$800/month
Systems & Implementation
Full accounting system implementation
$1,500–$6,000+
System cleanup & reorganization
$1,000–$4,000
Chart of accounts restructuring
$500–$2,000
Workflow & approval process design
$750–$2,500
Software support & troubleshooting
$85–$110/hour
Staff training (on-site or virtual)
$100–$125/hour
Process manual creation
$500–$2,500 per manual
Operational Add-Ons
AP processing & vendor management
$300–$1,200/month
AR follow-up & collections support
$200–$900/month
1099 preparation & filing
$25–$50 per vendor
(min. $250)
Year-end package & tax prep support
$500–$2,500 per entity
All pricing customized based on scope, volume, and complexity.