One flat rate. Unlimited potential.

Transparent pricing with no hidden fees or long-term contracts. 

Choose a plan to power your next investment.

Small Business Price List

Software Requirement: 

To ensure full functionality and reporting accuracy, all service tiers require a QuickBooks Online subscription.

APEX Managed Subscription

We manage the subscription for you, bundling the software cost directly into your monthly bookkeeping fee for a single, streamlined payment.

 

Essentials Package

For freelancers, sole proprietors, or small businesses (0–2 employees) – with APEX Managed QBO Subscription
$ 430 .00 / Month
  • Transactions: Up to 100 per month
  • Reporting: Monthly P&L/Balance Sheet
  • Reconciliations: Three Accounts Max
  • Support: Email (2-3 day response time)
  • Add-ons available as needed
Take Action

Cancellation requires 90 days notice

Growth Package

For growing businesses with multiple accounts and vendors (3-10 employees) – with APEX Managed QBO Subscription
$ 730 .00 / Month
  • Transactions: Up to 300 per month
  • Reporting: Monthly & Quarterly Reports
  • Reconciliations: Five Accounts Max
  • Support: Priority (1-2 day response time)
  • Add-ons available as needed
Take Action

Cancellation requires 30 day notice

Executive Package

For established multi-entity or high-volume operations (10+ employees – with APEX Managed QBO Subscription
$ 1379 .00 / Month
  • Transactions: Unlimited
  • Reporting: Full Year-End Package
  • Reconciliations: All Accounts
  • Support: Dedicated Manager
  • Add-on Services: Included
Take Action

Cancellation requires 5 days notice

External Subscription

You maintain your own QuickBooks subscription and provide us with Accountant Access.

 

Essentials Package

Perfect for freelancers, sole proprietors, or small businesses (0–2 employees) – Client-owned, bookkeeper-accessed QBO
$ 350 .00 / Month
  • Transactions: Up to 100 per month
  • Reporting: Monthly P&L/Balance Sheet
  • Reconciliations: Three Accounts Max
  • Support: Email (2-3 day response time)
  • Add-ons available as needed
Take Action

Cancellation requires 90 days notice

Growth Package

For growing businesses w/ multiple accounts & vendors (3-10 employees) – Client-owned, bookkeeper-accessed QBO
$ 650 .00 / Month
  • Transactions: Up to 300 per month
  • Reporting: Monthly & Quarterly Reports
  • Reconciliations: Five Accounts Max
  • Support: Priority (1-2 day response time)
  • Add-ons available as needed
Take Action

Cancellation requires 30 day notice

Executive Package

For established multi-entity or high-volume operations (10+ employees) – Client-owned, bookkeeper-accessed QBO
$ 1300 .00 / Month
  • Transactions: Unlimited
  • Reporting: Full Year-End Package
  • Reconciliations: All Accounts
  • Support: Dedicated Manager
  • Add-on Services: Included
Take Action

Cancellation requires 5 days notice

One-Time and A la Carte Services

 
  • Tax Preparation and Filing starts at: $1500 (Detailed review by CPA required for accurate quote)
  • All Packages Require Initial One-Time Quickbooks online Entity Set up Fee for all Packages: $600-$1500
  • Historical bookkeeping catch-up (Previous 12 Months): $2500
  • Budgeting and Cash Flow Forecasting: +$100/Month
  • Custom reporting or consulting: $100/hour
Click to Download Detailed Real Estate Investor Package and Ad-On Services Price List
Download here