Your Investment in Clarity
Transparent, Modern Pricing. Tailored for Your Growth.
Let’s keep it simple: no hidden fees, no confusing corporate fine print, and no paying for things you don’t use. You built your business to succeed, not to stress over complex accounting tiers.
We’ve designed four clean, straightforward monthly packages that match your actual workload. Pick the fit that feels right, or let us help you map it out on a quick, friendly call.
Step 1: Choose Your Monthly Management Package
- The Foundation Package 50 to 150 transactions per month $250 to $450 per month.
Best For: Low-volume small business and 1099 business owners
What’s Inside: Daily transaction entry, 1 bank account reconcilation, 1 credit card reconciliations balanced to the penny, and custom monthly financial reports. (Need help with bills or invoices? Just add them below!)
- The Growth Package 150 to 300 transations per month $650 to $900 per month.
Best For: Scaling businesses that have outgrown simple data-entry automation and are facing operational complexity
What’s Inside: Everything in the Foundation Package, plus 1 more bank and credit card reconcilations. Plus active Accounts Payable/Receivable management and detailed custom reporting.
- The Enterprise Package 300 to 500 transactions per month $1,050 to $1,350 per month.
Best For: High-volume businesses, multi-location groups, and owners who want a completely hands-off financial partner.
What’s Inside: Everything in the Growth Package, along with stress-free, comprehensive comprehensive year-end 1099 and W-2 filing, and handling sales tax or quarterly taxes.
- The Executive Advisory Package 500 to 1,000 transactions per month $1,550 to $2,500 per month.
Best For: Established, high-growth businesses and enterprises that require high-level strategic direction, proactive planning, and white-glove executive support.
What’s Inside: Everything in the Enterprise Package, plus mandatory monthly strategy meetings and financial reviews, customized forecasting and budgeting, and priority 24-hour communication availability.
Step 2: Customize with AP & AR Add-Ons (For Foundation Package Users)
Want to take bill paying and invoice collecting off your plate? Build out your Foundation package with our dedicated cash-flow modules:
Accounts Payable (AP) Management ($250 / month): We handle your bills and schedule vendor payments so you never miss a beat.
Accounts Receivable (AR) Management ($250 / month): We send out invoices and track down collections so money actually makes it into your bank account.
Combined AP & AR Suite ($500 / month): Total, hands-off freedom for both your incoming and outgoing cash streams.
Every Plan Includes the “Juanita Standard”
No matter which option you choose, your books are backed by our certified, degreed expertise:
Pennied Reconciliations: Every account balanced to absolute perfection.
Monthly Financial Scorecard: Clean Profit & Loss and Balance Sheets delivered straight to your inbox so you always know your numbers.
Secure Remote Workflow: 100% cloud-based, bank-grade security that fits seamlessly into your life anywhere in the U.S.
An On-Call Financial Ally: Real, direct support whenever you want a professional’s advice.
Fell Behind? Let’s Do a “Rescue” Clean-Up
If your books are a mess or a tax deadline is creeping up, take a deep breath. We specialize in financial rescue:
Standard Historic Clean-Up:
- 1 to 3 Months Behind: $300 to $500 total.
- 4 to 6 Months Behind: $500 to $1,500 total.
- 7 to 12 Months Behind: $1,500 to $3,500 total.
We untangle mixed personal and business expenses, fix every miscategorized entry, and hand your CPA a pristine ledger.
On-Demand Advisory: $150 to $300 per hour for specific software fixes, audit prep, or custom reporting.
Let’s Talk About Your Business
You don’t have to figure it out alone. A quick, easy conversation is all it takes to find the exact right fit for your volume—never a penny more.