Our Fees


The fee for our services varies depending on:

  • The size of your business,
  • The amount of work involved,
  • The number of bank accounts,
  • The number of credit card accounts, and
  • The number of merchant and payment processing accounts.
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Free Trial


We provide a free one-month trial for our bookkeeping and accounting services. The free trial considers only one (1) month of your bank, credit card, payment processing, and merchant activities.

If your business activities or transactions are beyond the scope of our free trial, we reserve the right to discontinue the free trial and will promptly notify you to that effect.

The free trial offer is ideal for early-stage startups or startup ventures with fewer or moderate transactions. The decision of what constitutes “fewer” or “moderate” will be at our sole discretion.

Prior to signing up for the free trial, you will be directed to purchase your own QuickBooks Online (QBO) subscription. Once your QBO subscription is successful, you will then be instructed on how to provide access as your trusted accountants to your QBO interface.

Alternatively, you can get a lifetime discount of your QBO subscription through the QBO wholesale subscriptions program. This discount is only offered to potential and current clients. With this discount option, you will be required to pay our firm directly for the subscription.

The wholesale discount (purchased through an accountant) is Intuit’s best long-term savings option for clients on QBO. QBO users can save money on their subscription without any commitment and with the option to cancel at any time.

Because of this, QBO users do not need to worry about monthly subscription costs. Users can count on a transparent and consistent discount for as long as they are connected on QuickBooks Online to an Accountant or ProAdvisor.

We typically charge 12 months advance payment for the lifetime discount option.

What Happens After My Free Trial Ends?


After the free trial service, you will be enrolled in our monthly service plans. clients will be charged the monthly fixed rates - see pricing here. The fees are based on estimated monthly revenue or expenses, whichever is higher.

Prior to signing up for the free trial, you will be directed to purchase your own QuickBooks Online (QBO) subscription. Once your QBO subscription is successful, you will then be instructed on how to provide access as your trusted accountants to your QBO interface.

Alternatively, you can get a lifetime discount of your QBO subscription through the QBO wholesale subscriptions program. This discount is only offered to potential and current clients. With this discount option, you will be required to pay our firm directly for the subscription.

We will walk you through the setup, bank, credit, and merchant account integration during our free 15-minute consultation.

The services are strictly pay-as-you-go. Monthly charges will occur unless you cancel. Fees for bookkeeping and accounting are billed in advance, and you may cancel the services at any time.

If you are interested in our services or have any questions, we would love the chance to speak with you. Please feel free to click on any of our experts here to request for a meeting or proposal.

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