Services

Choose the Level of Stewardship Your Vault Needs:

Coin Purse

For microbusinesses with simple monthly activity.

· Up to 50 monthly transactions

· 1 bank account and 1 credit card

· No loans or payment processors

· Monthly Profit & Loss and Balance Sheet

$150 per month

Treasure Chest

For smaller businesses with straightforward monthly activity.

·       Up to 150 monthly transactions

·       Up to 2 financial accounts

·       Up to 1 loan and 1 payment processor

·       Monthly Profit & Loss and Balance Sheet

$300 per month

Merchant’s Ledger

For growing businesses that need AR/AP tracking and stronger reporting.

·       Up to 300 monthly transactions

·       Up to 4 financial accounts

·       Up to 3 loans and 2 payment processors

·       Up to 25 invoices and bills

·       Quarterly review

$600 per month

Guild Master

For established businesses with higher volume and reporting needs.

·       Up to 500 monthly transactions

·       Up to 7 financial accounts

·       Up to 5 loans and 3 payment processors

·       Up to 50 invoices and bills

·       Monthly review and priority support

$1,000 per month

For new businesses, spreadsheet users, and first-time QuickBooks users.

Includes:

·       New company file

·       Baseline settings

·       Chart of accounts

·       User and bank-feed setup

·       Basic handoff

Starting at $350

Lost Ledger Recovery

Bring an overdue ledger back under control.

For books that stopped or fell behind, but were generally being handled correctly before that.

Includes:

·       Routine bookkeeping for the agreed missing periods

·       Reconciliation of quoted accounts

·       Updated financial reports

·       Documentation of unanswered questions

Custom quote