Transparent, Value-Based Pricing

CPA Partner Support: QBO Cleanups & Catch-Ups

Designed for tax professionals who need messy ledgers tied out before extension deadlines.

Starting At: $500 per file/project

Includes:
- Categorizing backlog of unclassified transactions.
- Full reconciliation of bank and credit card accounts.
- Adjusting journal entries for prepaid expenses and fixed assets.
- Delivery of a clean, tax-ready Trial Balance and General Ledger.
Note: Final project quotes are based on transaction volume and the number of months the ledger is behind.

Designed for Florida property managers and boards requiring strict financial control.

Starting At: $750 a month

Includes:
- Dedicated Procure-to-Pay AP management.
- Monthly bank and reserve fund reconciliations.
- Intercompany (Due To/From) ledger tracking.
- Preparation of monthly board financial packages (Balance Sheet, Income Statement, Budget vs. Actual).
Note: Monthly retainers scale based on the number of units, vendors, and monthly transaction volume.

Designed for businesses with complex software integration issues or multi-entity structures.

Starting At: $125 per hour

Includes:
- Yardi and QuickBooks Online process optimization.
- Untangling multi-entity intercompany loan accounts.
- Establishing internal control workflows for growing management companies.

Tell us what you need, and we will prepare a clear, customized quote for your monthly bookkeeping or historical cleanup needs.