Our services
Monthly Confidence Check
$350 per month
For DIY business owners who want reassurance that everything is recorded correctly, with the option to use the hour for advisory when the books are already clean.
Must use QBO.
How it works
one — Financials ready 48 hours before
You prepare your books each month and send your financials two days before the call.
two — Quick pre-call review
We take a light look beforehand so our time together is focused.
three — One hour monthly call
We make adjustments live, review what matters, and talk through decisions.
four — Simple, steady workflow
Support for this service happens only during the monthly call so nothing gets lost in back and forth.
Monthly Bookkeeping
$550 and up
Pricing adjusts based on the size of your business, the number of accounts, monthly volume, and any additional services you need. Payroll, invoicing, and bill pay all impact the monthly rate.
For small businesses who want steady, dependable, accurate books and a team who keeps an eye on the details.
How it works
one — Monthly bookkeeping
We reconcile your accounts, categorize transactions, and keep your books clean and current.
two — Monthly financial statements
You receive clear, easy to understand financials that show exactly how your business is doing.
three — Quarterly advisory calls
Every quarter we meet to talk through your goals, trends in your numbers, and the decisions coming up in your business.
four — Regular communication
Email support for questions related to your books and your monthly financials.
five — Year end review
At the end of the year, we review your books, send any final questions your way, and let you know when everything is ready to be passed along to your tax preparation team.
Whether you fall at the starting point or on the higher end, the work stays consistent. The rate simply reflects the level of activity and the support your business needs each month.
Porch Talk Session
A financial clarity session where you come to our porch and we meet you right where you are. The time is yours and you set the conversation. Bring your QBO questions, strategy ideas, big decisions to brainstorm, or anything you need a steady sounding board for. It is simply a space where you have our full attention and we support you however we can.
45 minutes — $300
75 minutes — $400
The Magnolia Strategy Sessions
$1000/month & up (3 month package min)
Requires Monthly Bookkeeping
For business owners who want a deeper level of partnership and steady guidance as they grow. These sessions give you a calm, grounded place to look at your numbers, make decisions with confidence, and stay connected to the bigger picture.
How it works
one — Semi monthly strategy meetings
We sit down together twice a month to look at profit, planning, cash flow, and the day to day decisions shaping your business.
two — Personalized financial guidance
We tailor our support to your goals, your pace, and the season your business is in.
three — Forecasting and decision support
We walk through what is coming next, what to expect, and how to make confident choices with the numbers in front of you.
four — Communication between meetings
You have access to us through Google Chat so you can share updates or ask questions as they come up.
Book Refresh
Starts at $2,000
A full year cleanup completed in a focused two day window with two accountants.
How it works
one — Discovery call
We talk through where your books stand and what needs cleaning up.
two — Full access by day one
All accounts, statements, and QBO access must be ready.
three — Initial review
We review your books to map out the cleanup plan.
four — Two day cleanup
Two accountants work through the full year, reconcile everything, and bring your books current. You must be available for questions.
five — Refine and align
You can ask questions and make sure everything looks right for your business.
six — Wrap up conversation
We walk through your updated financials and talk through your next steps.
Add-On Services
These services can be added to your monthly bookkeeping or booked as a one time project. Only QBO setup has a set starting price. All other items are quoted individually once we understand what you need.
QuickBooks Online Setup
$200 and up one time fee
A clean and simple setup for new QBO users or anyone who needs their account organized correctly from the start.
What we typically handle:
Basic QBO account setup or refresh
Clean, easy to use chart of accounts
Connecting bank and credit card feeds
Light organization to get things landing in the right place
A brief walkthrough of the essentials
If your books need a full reset, we may recommend our Book Refresh service instead.
Additional Setup Options
(Quoted individually)
Gusto payroll setup
Melio bill pay setup
1099 preparation
Miscellaneous support