What if your business needs ongoing help? We can do that too! Choose a tier that best fits your needs and schedule a 30-minute free consultation to finalize your subscription package. We are here to help you succeed!

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Pricing Tiers
 

🔶 Tier 1: The Linus Plan

“Your financial security blanket” — Rooted in EMPATHY

💰 $150 – $190/month
Perfect for small business owners who want a monthly check-in to ensure they’re staying on track—without handing off the reins.
Includes:
- Monthly soft audit of QuickBooks account:
  - Check for errors or duplications
  - Ensure proper reconciliation
  - Expense categorization spot check
- Email support for minor troubleshooting
- Summary report with notes and suggested corrections
- Light accountability follow-up (“gentle nudge” system)

🔶 Tier 2: The Maxwell Plan

“Your financial co-pilot” — Rooted in EXCELLENCE

💰 $200 – $500/month

For businesses that want shared responsibility and support with both compliance and clarity. It’s hands-on help without losing control.
Includes:
- All services from the Linus Plan
- Monthly full reconciliation of all connected accounts
- Monthly full reconciliation of all qualifying non-connected liability accounts
- Filing of monthly or quarterly sales tax returns (if applicable)
- Monthly financial report (P&L, Balance Sheet) with explanation
- Two priority 30-minute consults per month
- Up to 1 hour of corrections or entries by QuickMaxx staff
- Ongoing alerts and optimization suggestions

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🔶 Tier 3: The Monarch Plan

“Transform your business with financial mastery” — Rooted in EMPOWERMENT

💰 $525 – $850/month
Designed for growing or busy businesses that want near full-service support—with the freedom to focus on scaling.
Includes:
- All services from the Maxwell Plan
- Weekly check-ins and issue resolution
- Filing of payroll tax returns (via QuickBooks Payroll)
- Unlimited email and/or text support and next-business-day priority booking
- Up to 3 hours of monthly data entry, corrections, or clean-up
- Quarterly goal review & executive strategy call
- Annual QuickBooks optimization session

💼 Optional Add-Ons (Available for Any Tier)

Let’s Work Together

Get in touch so we can start working together.