Services and prices

Fixed prices for a back office that works

Each package has a fixed price, a fixed scope, and a delivery date. Each one lists what is included and what is not. All prices are founding client pricing.

Compare

Which package covers what

Most owners need one or two packages, not all of them. The free Checkup tells you which one to start with.

Founding client pricing. You pay software fees directly to each vendor.

Package comparison. Founding client pricing. Software fees are paid by you, directly to each vendor.
What you get CheckupFree Tune-up$450 Launch Kit$2,400 Get Paid$750 Books in Order$1,200 Organized Office$1,100 Care Planfrom $149/mo
Delivery time7 days3 to 4 weeks1 to 2 weeks2 to 3 weeks2 to 3 weeksMonthly
Get online
Domain in your nameCheckedIncludedNot includedNot includedNot includedRenewal watch
Business emailCheckedUp to 3 usersNot includedNot includedUp to 5 usersUser changes
WebsiteNot includedUp to 5 pagesNot includedNot includedNot includedText edits
Bookings and payments
Online bookingNot includedBooking or payment linkNot includedNot includedIncludedNot included
Square or Stripe setupNot includedBooking or payment linkIncludedNot includedNot includedNot included
Invoices and depositsNot includedNot includedIncludedNot includedNot includedNot included
Payouts linked to booksMappedNot includedIncludedIncludedNot includedNot included
Books
QuickBooks or Wave setupNot includedNot includedNot includedIncludedNot includedNot included
Bank feeds and rulesNot includedNot includedNot includedIncludedNot includedNot included
3-month catch-upNot includedNot includedNot includedIncludedNot includedNot included
Monthly close routineNot includedNot includedNot includedIncludedNot includedPlus: review call
Office
Shared drive structureNot includedNot includedNot includedNot includedIncludedNot included
Simple client list (CRM)Not includedNot includedNot includedNot includedIncludedNot included
Plan and hand-off
Written fixes or plan90-day planNot includedNot includedNot includedNot includedNot included
Account RegisterIncludedIncludedIncludedIncludedIncludedKept current
Training or review30 min review call60 min45 minPractice close60 min, teamNot included

Scroll the table sideways to see every package.

Package details

Exactly what you get, and what you do not

Founding client pricingThese prices are for my first clients. Prices go up later. A written quote holds for 30 days.

Start here

Back Office Checkup

Free

Time
30-minute video call
You get
Top 3 fixes in writing
Follow-up
Within 1 business day
Book the Checkup

What happens

  • You tell me about your business, your team, and your current tools
  • We look at booking, payments, email, files, and books
  • Within 1 business day, I email your top 3 fixes
  • The email names the one package that fits best, with its fixed price

Not included

  • Hands-on changes during the call
  • Logins or passwords. I never ask for them
Audit and plan

Back Office Tune-up

$450

Delivery
7 days
Credit
100% toward any package booked within 30 days

Included

  • A 60-minute screen-share session with you
  • A list of every business account: domain, email, website, payments, books, storage, booking, and client list
  • For each account: who owns it, who pays for it, and who has access
  • A map of how money moves from client to bank to books
  • A list of risks, ranked by impact
  • A table of your current and proposed monthly software costs
  • A 90-day plan in a Google Doc in your Drive
  • A 30-minute review call to walk through the plan

Not included

  • Changes to accounts or settings
  • Account recovery or ownership transfers (available inside a package)
  • Legal, tax, or insurance advice
Get online

Launch Kit

$2,400

Delivery
3 to 4 weeks
Revisions
2 rounds on the site
Support
14 days of fixes after launch

Included

  • Domain registration or transfer into your own registrar account
  • DNS setup, with the email records that help keep your mail out of spam folders
  • Google Workspace business email for up to 3 users and 3 aliases, such as info@
  • A website of up to 5 pages on Squarespace, from a template, with your colors and logo
  • A contact form that sends to your business email
  • One booking link or one payment link on the site
  • A basic privacy policy page from a standard generator, for you to approve
  • Google Business Profile claim and basic setup
  • A 60-minute recorded training, saved in your Drive
  • An Account Register for every tool

Not included

  • SEO work, keyword research, or ad setup
  • Copywriting from scratch. You give the text, and I edit it lightly for clarity
  • Logo design, brand design, or stock photos
  • Online stores with more than 10 products
  • Custom code, member areas, or custom integrations
  • Moving more than 3 existing mailboxes
  • Software fees. You pay each vendor directly
Payments

Get Paid

$750

Delivery
1 to 2 weeks
Processor
Square or Stripe

Included

  • A choice of Square or Stripe, based on how you sell
  • Account setup in your name, with payouts to your business bank account
  • Business details, statement name, receipts, and branding
  • Up to 5 products or services in your catalog
  • Up to 3 payment links or a Square online checkout page
  • One invoice template with payment terms that you approve
  • One deposit or recurring billing setup, if you need it
  • Bank (ACH) payments turned on for large invoices, to cut fees
  • Payouts connected to QuickBooks or Wave, or a written method to record them
  • Two-step login on your phone
  • A one-page "How I get paid" guide: refunds, disputes, and payout timing
  • A 45-minute recorded training

Not included

  • Card reader purchase or physical install
  • Rate negotiation or a switch to a custom processor
  • Sales tax setup or sales tax advice. Ask your CPA
  • Custom checkout code or app development
  • Chargeback dispute handling after hand-off
Books

Books in Order

$1,200

Delivery
2 to 3 weeks
Software
QuickBooks Online or Wave
Extra catch-up
$300 per 3 more months

Included

  • A choice of QuickBooks Online or Wave, based on your size and your CPA
  • Company setup in your name and on your card
  • A chart of accounts sized for your business, about 25 to 40 accounts
  • Bank and card feeds for up to 4 accounts
  • Up to 15 rules that sort repeat transactions for you
  • Catch-up of up to 3 months, up to 300 transactions
  • Each connected account matched to its statement for those 3 months
  • Receipt capture on your phone
  • A one-page monthly close checklist in your Drive
  • One live practice close with you, recorded
  • A simple monthly view of revenue, expenses, profit, and cash
  • A separate login for your CPA, if you have one

Not included

  • Tax filing, tax planning, payroll tax, or 1099 filing
  • Sales tax registration or returns
  • Payroll setup. I can point you to a payroll provider
  • Inventory, multi-company, or multi-currency books
  • Ongoing monthly data entry. You or your bookkeeper do the monthly close

This is bookkeeping setup and systems. It is not tax, legal, or CPA advice. Your CPA sets your tax amounts.

Office

Organized Office

$1,100

Delivery
2 to 3 weeks
Team size
Up to 5 users

Included

  • Google Workspace setup or cleanup for up to 5 users, with two-step login for all
  • A shared drive with clear folders: Admin, Finance, Clients, Marketing, Operations, and Archive
  • A simple naming rule for files
  • Up to 10 GB of files moved into the new folders
  • A simple client list in Google Sheets or the free HubSpot CRM, with up to 50 contacts imported
  • Online booking with Google Calendar, Cal.com, or Square Appointments
  • Booking reminders, and your booking link on your website and email signature
  • Email signatures for all users
  • A one-page "Where things live" guide
  • A 60-minute recorded team training

Not included

  • Moving more than 5 mailboxes or more than 2 years of mail
  • Custom or paid CRM builds, or complex automation
  • Computers, phones, device management, or network setup
  • Patient health data or HIPAA work
After hand-off

Care Plan

$149 or $299 per month

Who can join
Clients of any package
Contract
Monthly, 30 days notice to cancel
Extra work
$125 per hour, in 30-minute blocks

Basic or Plus

Care Plan Basic and Plus compared
ItemBasic $149Plus $299
Hours each month12.5
Website text and photo editsYesYes
Monthly account and access checkYesYes
Renewal and billing watchYesYes
Reply time2 business days1 business day
30-minute monthly close reviewNoYes
Quarterly software cost reviewNoYes
Add or remove users1 per monthUp to 3
Unused hoursExpireRoll over 1 month

Not included

  • New pages or new features. I quote these as a project
  • Monthly bookkeeping data entry
  • Same-day emergency support
Terms

How payment works

  • Under $1,000

    You pay the full price when you book.

  • $1,000 or more

    You pay 50% when you book and 50% at hand-off.

  • Bundle discount

    Get 10% off the second package, and each one after it, if you book within 60 days of the first.

  • Your software, your bills

    You pay each software vendor directly, on your own card. I never hold your money.

What I do not do

Clear limits keep the work honest. I refer these to the right professional.

  • File taxes or give tax advice
  • Act as a CPA or sign as one
  • Do your monthly data entry
  • Hold your money or pay your bills for you
  • SEO, ads, or marketing campaigns
  • Logo design, photos, or copywriting from scratch

Not sure which package fits?

That is what the free Checkup is for. In 30 minutes we find your top 3 fixes. I then name the one package that fits, or tell you that you do not need one.