Prices
Monthly bookkeeping packages and add-ons they publish.
StarterFrom $199/moDedicated bookkeeper, categorization, reconciliation, P&L and balance sheet
GrowFrom $349/moAdds AR/AP tracking, enhanced reports, quarterly review meetings
SurgeCustomAdds CPA review of deliverables, monthly meetings, live dashboard, forecasting
Payroll setupFrom $149Add-on
A/R or A/P outsourcingFrom $149/moAdd-on, each
Confirm the price with them before you buy.
How they work
From their homepage and services page.
3–5 daysto onboard, in business days
15 days' noticeto cancel; month-to-month, no long-term contract
1 bookkeeperdedicated to your account, working in your own QuickBooks Online
Tax by a separate CPA firmreturns are prepared by PizzelloCPA, PLLC under a separate engagement
Steps: Free 30-minute consult, a package recommendation, then onboarding and monthly bookkeeping through their client portal. Cleanup of backlogged books is scoped separately.
Who they work with
From their website and portfolio.
Industries
Therapists & counselorsPsychologistsDentistsOptometristsVeterinariansSpeech-language pathologistsPhysical therapistsDietitians
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