
Schedule a NEW CLIENT CALL with Tom to define the scope of work needed

Invite Wright CPA's to your Quickbooks Online account as an accountant if you have your Quickbooks Online account created.

Review a detailed scope of work . If agreed upon, sign agreement, provide payment.
Pricing varies based on the time and complexity involved to manage your account
Monthly bookkeeping is recommended. Quarterly bookkeeping can be provided to smaller business clients.
Example monthly pricing is below based on the number of accounts, the volume of transactions, and the frequency to transaction classification (i.e. weekly or monthly.)
All levels include monthly bank and credit card reconcilliations.
Note: Monthly bookkeeping services are offered separately from QuickBooks Online setup, cleanup, and catch-up engagements. After these projects are completed, you'll have the flexibility to either maintain your books yourself or outsource your ongoing bookkeeping to our team.
The pricing below is provided as a general guide. If you're unsure which category your business falls into, please contact us. We'll be happy to discuss your needs and provide a customized quote based on your specific situation.
Business - Level I
$450/m
✓ 1-2 bank accounts & 1 credit card account (
up to 50 total transactions per month)
✓ Monthly transaction classification and
account reconciliations
✓ Quarterly financial statements
✓ Monthly calls with bookkeeping rep
✓ End of year tax package
Business - Level II
$650/m
Most Popular
Includes everything from Level I package plus:
✓ Up to 5 total accounts (up to 250 transactions)
✓ 1 payment gateway support (i.e. PayPal,
Venmo, Stripe)
✓ Customized & automated reports
✓ Enter bills and link invoices
✓ Enter expenses and attach receipts
Business - Level III
$850/m+
Top features
Customized, includes everything in Level II and can include:
✓ >6 accounts and/or >250 transactions
✓ Payroll management
✓ Weekly transaction classification
✓ Monthly depreciation of fixed assets
✓ Monthly reporting
✓ Monthly review of loans
Pricing for setup, clean-up and catchup of QuickBooks Online varies depending on the state of your books. A fixed-price quote will be provided to you in the Scope of Work along with a detailed list of work to be performed.






every transaction properly recorded so you always know where your money is going.
timely reports that show profit, loss, and cash flow at a glance.
Bank & Credit Card Reconciliations — no more hidden errors or surprises.
when tax season comes, your books are already prepared, saving time and headaches.
not just software — real advice from a CPA who understands your business.
know if your business can afford growth, investments, or just a smoother month ahead.
start with simple bookkeeping and grow into full CFO services when you’re ready.








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