top of page

"If you think hiring a good professional is expensive, try hiring a bad one. Unfortunately, you'll learn the hard way which one costs more." 
-Red Adair


It all starts with discovery. 

After your 20 min free consultation, we'll send you an electronic Discovery Retainer proposal for $1,500.


This retains our services as we only consider taking on a small number of clients each period. We want to make sure that we have enough capacity to look after all our client's needs and by doing a Discovery we make sure your company has our highest level of attention. It also helps our firm and your company assess if this will be a good relationship.


During the discovery process, we will do a thorough job to determine the Scope of the work and map out a schedule for execution. The Discovery process allows us to collect the info we need in order to offer you the right plan for setup, cleanup, and/or ongoing services based on your specific needs. Skipping over this process tends to lead to misunderstandings.


By getting expectations clarified at the start, we all win together. Part of the Discovery fee is then applied to any plan & ongoing service we recommend. You'll also receive immediate benefits from our in-depth overview reporting of your current financial state. Additionally, we will apply the Discovery fee to your determined Plan Implementation. Your Project Plan may be big or small depending on the number of months, accounts, transactions, and complexity involved in your particular project. During Discovery we will identify and clarify what needs to be done. 

Plan & Implementation

Once the Discovery session is concluded we will present you with a plan and proposal to implement the results you want. This could be a setup of a new QuickBooks file, Clean Up of an existing file, Conversion from a Desktop file, Ingretation/s with 3rd party applications ranging from simple to highly complex connections, E-Commerce, workflows, automation, set up of outside CRM's or Invoicing tools to connect to your accounting. Whatever the scope of the project, big or small, we will map it our in the Plan and give you options for implementation. You will receive an estimated schedule with milestones. You can choose to have us simply implement the project at it's full cost, or you can get significant discounts on the project implementation if you agree to sign up for ongoing services for your bookkeeping and financial management.

How much does a clean-up or set-up project typically cost? It depends. It depends on a number of factors that we'll review during the Discovery process, but the top ones are,


  • How many months need to be cleaned up

  • How many bank, credit card, and loan accounts need to be reconciled

  • How many transactions happen each month on average

  • Is Accrual Basis accounting needed for either Vendors or Customers?

  • Do bills and invoices with terms need to be tracked and scheduled for payment?

  • Do you need or have Payroll?

  • How many 3rd party applications need to be connected to QuickBooks?


Since everyone's situation tends to be different we have to factor it all in before giving you a price. As a ballpark, if we determine that you have 6 months of catch-up work to do then essentially, that's 6 months of regular ongoing bookkeeping that needs to be done to catch you up. We then add 20% to whatever the typical monthly charge would have been and this becomes your estimated "clean-up project"total (6 x monthly fee + 20%). It's true that catching up books can be very expensive as opposed to keeping them up to date. That said, it is very common place to get behind due to loss of your old bookkeeper or accountant, economic down turns, or a big increase in business. IN many cases business owners and their staff just get behind and don't have time to catch things up. That's where we step in to help get you un-stick.


We typically offer around 90% off the determined Set Up or Clean Project plan if you go with our Platinum Ongoing package, 60% off the project if your go with our Gold Ongoing Package, and 30% off the entire project if you go with our Bronze ongoing subscription package. We want to have a long-term relationship with you and your business. So we're willing to cost down the setup cost significant;y if you commit to ongoing services. It's a win-win for you and our team. We want to get you through your setup / clean-up project as quickly as possible so that you're current and in a regular rhythm moving forward. This way, we get rewarded and paid back for our efforts if we can keep your systems as efficient and streamlined as possible. 

We find that it generally takes about 90 days to go through your initial  Discovery through the end of your Project Plan. Then OnGoing services can begin.

Ongoing Bookkeeping & Management
Services for your Back Office

Subscription Membership Plans

Once your Discovery & Strategy Projects are done, you'll be advised on an ongoing subscription plan to keep your books up to date. All programs are month-to-month and can be canceled any month with two weeks notice. We know that you need help that's specific to you!  That's why we've taken the time to create options that suit many of our client's specific needs. You'll use either some or all of the options that are available in one of our ongoing programs and we'll customize the service agreement to meet your specific needs. We believe in fixed-price agreements so that you are never surprised by a bill and are never penalized for maintaining constant communication with our team.


Empower your numbers to empower your business

Stand Alone Subscription Plans for Advisory or get the Works with Platinum CFO 

Why Daily?

Why should you consider DAILY bookkeeping?



DAILY bookkeeping is the best way to ensure you have up-to-date numbers.


In these uncertain times, you can't wait a month to find out where you will be next week!

We can have your numbers entered daily.

Get the best of all 3 service offerings in 1!

  • Live Remote support sessions

  • Daily bookkeeping done for you

  • Advisory services to make your numbers useful to your business

You will be able to see your numbers anywhere in the world at any time in order to make fast decisions. We can even help you with CashFlow forecasting in this package so you can see where your bank account balance may be headed in the upcoming weeks and months. 


Delegate tasks to us that you don't want to do on your own and leave the maintenance for us to handle.

Simply send us your information on time and meet with us regularly to get the feedback you need to run your business!

LIVE Remote Support


Not sure if you need ongoing support just yet?

Are you only interested in buying an ala-carte hour or two of live support?


2020 ABBL Icon HIGH RES.png

*Hourly rate of $150 is billed in USD.  Book as many hours as you like, but be sure to check out subscriptions above to get the best value for your needs

You can discuss QuickBooks questions and more in these sessions.

We will view your screen via Zoom and just provide you with some helpful instructions if you are stuck. 

These sessions are for anyone that does NOT have a monthly subscription and just needs some technical support and maybe a little guidance in their QuickBooks File for business management process.  

If we help you discover that a larger project is needed, then we'll advise that you begin with a Discovery for us to help out further. Otherwise, you can simply book meetings when needed and do your books on your own.


We offer no guarantee in these meetings, and no ongoing support, just tried and true advice on whaere the problems may be hiding in your current financial set up. 

Need more? Book a 20 min free consultation today and allow us to go over the Discovery process and how we can help. 

"If you think hiring a good professional accountant is expensive, try hiring a bad one. You'll learn the hard way which one costs more." 

                                                -Red Adair

bottom of page