Pricing
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Service & Investment Guide
Simple, Transparent Pricing
Every package includes accurate monthly books, clear reporting, and a partner who knows your numbers as well as you know your business.
Starter
The Essential
For businesses laying their financial foundation – clean books, done right, every month.
$395/ month
- Monthly bookkeeping (1 account, ~75 transactions/mo)
- Bank & credit card reconciliations
- Monthly Profit & Loss and Balance Shee
- QuickBooks Online categorization & maintenance
- Email support (48-hour response)
Growth
The Growth Package
For growing businesses that need more hands-on management and sharper financial visibility.
$695/ month
- Monthly bookkeeping (3 accounts, ~200 transactions/mo)
- Bank & credit card reconciliations
- Accounts Payable & Receivable management
- Sales tax tracking & filing (1 state)
- Monthly Profit & Loss, Balance Sheet & Cash Flow Statement
- Coastal Ascend insights & next-month action items
- Priority email support (24-hour response)
Executive · Signature
The Ascend Elite
Our signature, full-concierge experience — for high-touch entrepreneurs who want their books handled and their finances explained.
$1,095/ month
- Monthly bookkeeping (5 accounts, ~400 transactions/mo)
- Bank & credit card reconciliations
- Accounts Payable & Receivable management
- Sales tax tracking & filing (up to 3 states)
- The Coastal Compass™ - branded Executive Financial Dashboard, delivered monthly with full statements
- Personalized summary email with key metrics & recommendations
- Quarterly strategy call with team
- Priority phone & email support (same-day response)
Strategic Add-ons
Augusta Rule Setup & Tracking
Rent your own home to your business tax-free for up to 14 days a year – fair market rate calculation, rental agreement, and full audit-ready documentation.
$250/ month
Accountable Plan Setup & Tracking
Tax-free reimbursement for business use of your home and vehicle – policy setup,
monthly tracking, and audit-ready documentation.
$250/ month
One-time Services
QBO Setup
From $450
QBO Cleanup
From $650
Catch-up Bookkeeping
TBD
All packages include secure document handling and confidential, one-on-one service from Coastal Ascend. Pricing may vary based on transaction volume, number of entities, or industry complexity – every engagement begins with a complimentary discovery call to determine the right fit.