Bookkeeping & Payroll

We set up your books, bring records current, and implement bookkeeping and payroll workflows. Choose a setup package, then ongoing monthly support within the approved scope.

Choose Your Package · Complete Intake

Service packages

Each higher tier includes everything in the previous tier plus the services and features listed at that level. Expanded limits replace lower-tier limits where stated.

Books Foundation — $499

  • QuickBooks Online setup
  • Chart of accounts
  • Bank/credit-card connections
  • Opening balances
  • Basic income/expense structure
  • Document storage structure
  • First month of standard QuickBooks subscription
  • Standard one-time setup costs
  • Initial transaction organization

Get Started — include Books Foundation as your selected package.

Books Cleanup — $899

Includes everything in Books Foundation, plus:

  • Up to 3 months historical bookkeeping
  • Transaction categorization
  • Account reconciliation
  • Duplicate/error correction
  • Basic financial statements
  • Books brought current through agreed date

Get Started — include Books Cleanup as your selected package.

Books + Payroll — $1,399

Includes everything in Books Cleanup, plus:

  • Payroll platform setup
  • Employee/contractor setup
  • Payroll tax configuration
  • Direct-deposit setup where available
  • First payroll cycle
  • Payroll document structure
  • First month of standard payroll subscription
  • Payroll workflow/calendar

Get Started — include Books + Payroll as your selected package.

Financial Operations — $1,999

Includes everything in Books + Payroll, plus:

  • Accounts payable workflow
  • Accounts receivable workflow
  • Invoice process
  • Expense/document workflow
  • Monthly reporting structure
  • Cash-flow dashboard
  • Vendor/customer organization
  • First month of ongoing bookkeeping/payroll support

Get Started — include Financial Operations as your selected package.

Monthly support

Ongoing monthly services use subscriptions until canceled under their terms. Complete onboarding and confirm scope before subscription activation. These are not finite payment plans or one-time purchases.

Bookkeeping Essentials — Starting at $299/month

  • Monthly transaction categorization
  • Bank reconciliation
  • Basic monthly financial statements
  • Digital document organization

Business Bookkeeping — Starting at $499/month

Includes Bookkeeping Essentials plus:

  • Additional accounts within stated scope
  • Accounts receivable tracking
  • Accounts payable tracking
  • Monthly financial summary
  • Basic cash-flow monitoring

Financial Operations — Starting at $799/month

Includes Business Bookkeeping plus:

  • Payroll management within scope
  • Monthly reporting
  • Cash-flow dashboard
  • Vendor/payment tracking
  • Quarterly financial review
  • Priority support

Standalone Payroll Management — Starting at $199/month plus per-worker pricing

  • Payroll management within approved worker count and scope
  • Per-worker pricing is additional and confirmed after intake

Get Started with Monthly Support

Where your setup package includes the same first month of ongoing support, subscription billing begins in Month 2; the included month is not billed twice. Longer included support periods finish before billing for the same support begins. Third-party software introductory periods are separate. Scope and cancellation terms are confirmed before activation.

Included costs and scope

One price covers the services and standard launch costs included in your selected package. Standard one-time setup costs and the first month of required paid third-party subscriptions are included where applicable. Website/domain packages include standard first-year domain registration where stated. After the included introductory period, ongoing third-party subscription costs become your responsibility.

Premium software, premium themes/plugins, specialty domains, unusually large print quantities, paid media/ad spend, billboard placement, government filing and licensing fees, photography/video, and upgrades outside the stated scope are separate.

Books Cleanup and higher setup tiers include up to 3 historical months. Additional months and unusual complexity require an add-on or custom quote. Confirm accounts, worker count, and payroll needs during intake; standalone payroll subscription pricing includes additional per-worker charges.

Your delivery estimate is confirmed during onboarding after required content, documents, and access are received. Client delays pause the timeline. Revisions stay within the stated scope; new concepts, pages, integrations, or deliverables may require an add-on or new quote. Please provide accurate information, approvals, and required assets through your assigned secure intake or portal. Do not send sensitive financial or identity documents through a general contact form.

Pay-in-full options and approved deposits follow the service scope. Affirm remains available only where offered by Shopify and subject to eligibility.

Related service options

Altaire Financial Group: Recurring bookkeeping, cleanup, payroll setup, and payroll coordination for business owners.

  • Bookkeeping — Transaction categorization, reconciliation support, monthly reporting, and financial-record organization.
  • QuickBooks Setup & Cleanup — QuickBooks setup and cleanup support based on the condition of the books, systems, and period under review.
  • Payroll Setup — Payroll setup coordination based on employee count, payroll schedule, business records, and software access.
  • Payroll Management — Recurring payroll support and reporting coordination within the agreed engagement.

Tax Preparation · Funding

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