Answer a few quick questions to get a ballpark estimate for bookkeeping & accounting, tax, or project & implementation services — or browse individual add-ons on their own.
Heads up — this is an estimate, not a final quote. Based on what you tell us, we'll give you a real ballpark figure. These estimates are valid for 90 days, and we've got you covered as long as the info you provide is accurate. Every project is delivered at a fixed price with a defined outcome — nothing is locked in until our team reviews the details and a deposit is received, but we rarely have surprises.
Step 1 — Choose a service to estimate
Question 1 of 60%
Bookkeeping & Accounting · Question 1 of 6
How many transactions does your business average per month?
Include all bank and credit card transactions combined. If unsure, estimate on the higher side.
Bookkeeping & Accounting · Question 2 of 6
Do you need any catch-up or clean-up work?
This applies if your books aren't current or have reconciliation issues that need correcting before ongoing service begins.
Bookkeeping & Accounting · Question 3 of 6
How many bank and credit card accounts do you have?
Count all accounts that would need to be reconciled each month.
Bookkeeping & Accounting · Question 4 of 6
Do you need any of these add-on services?
Select all that apply. These are optional monthly add-ons to core bookkeeping.
Bookkeeping & Accounting · Question 5 of 6
How frequently would you like your books updated?
Bookkeeping & Accounting · Question 6 of 6
What type of entity is your business?
Question 1 of 50%
Tax Services · Question 1 of 5
What type of tax filing do you need?
Note: We typically accept personal (individual) tax returns only when we also handle the business taxes for that same client. If you need personal taxes only, we'd love to chat about getting your business set up with us too!
Tax Services · Question 2 of 5
What is your business entity type?
Tax Services · Question 3 of 5
Do you have any of these business tax add-ons?
Select all that apply.
Tax Services · Question 4 of 5
For individual / personal returns — what schedules apply?
Select all that apply. If personal taxes don't apply, click "Skip."
Tax Services · Question 5 of 5
Are there any past compliance issues or late returns?
Question 1 of 30%
Project & Implementation · Question 1 of 3
What are you looking to do?
Every project is fixed-price with a defined outcome. We run the work end to end — your estimate below is scoped in detail before we finalize a quote.
Project & Implementation · Question 2 of 3
Which platform are you implementing?
Project & Implementation · Question 2
Which migration are you planning?
We run every migration ourselves at a fixed price — data preservation, historical reporting, configuration, and reconciliation included.
Project & Implementation · Question 3 of 4
How many transactions per month are in the history you want to bring over?
Count average monthly income and expense transactions. One prior fiscal year of history is included; additional years are quoted separately.
Project & Implementation · Question 3 of 4
How many targets are in your QuickBooks Desktop file?
Targets are the line-level records QuickBooks stores. To find your count, open QuickBooks Desktop and press Ctrl+1 (Product Information) — look for "Total Targets." If unsure, estimate on the higher side.
Project & Implementation · Question 2 of 3
Roughly how many list records need to move into Cin7?
Combine items, customers, and vendors. Historical transaction migration is priced separately by line count and scoped with you. If unsure, estimate on the higher side.
Project & Implementation · Question 3 of 3
Do you need any of these additional services?
Select all that apply. These are optional add-ons on top of your base project.
Cin7 Project Add-Ons (priced per item)
Project Add-Ons
Ongoing Support & Coaching
Software Training
Ongoing Software Care (pick one)
Add-On Services
Browse & price any of these on their own
Pick anything that applies — this works standalone, whether or not you've priced out bookkeeping, tax, or a project above.
Ongoing Software Care (pick one)
Ongoing Support & Coaching
DIY Bookkeeping Support (Co-Pilot) — pick one tier
Software Training
Project Starting Points
Your Estimate is Ready
Here's Your Ballpark Range
Based on your answers, here's an approximate idea of what services might cost for your business.
Services
Monthly
Estimated Range
—
per month
We've got you covered — as long as the information you provided is accurate, this estimate stands for 90 days. It's not fully locked in until our team reviews the details and a deposit is received, but we rarely have surprises. If something major was missed or the scope changes significantly, we'll always talk it through with you first.
Ready to Get Your Exact Quote?
Schedule your free consultation — our team will review your situation and build a detailed, fixed-price proposal. No obligation.
Let's figure out what your business actually needs
Tell us where you're at; we'll tell you exactly what makes sense next, whether that's cleaning up your books, switching platforms, or building a financial system from the ground up. No pressure, no obligation, just clarity.
