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
Includes
- Monthly bookkeeping (1 account, ~75 transactions/mo)
- Bank & credit card reconciliations
- Monthly Profit & Loss and Balance Sheet
- QuickBooks Online categorization & maintenance
- Email support (48-hour response)
MOST POPULAR
Growth
The Growth Package
For growing businesses that need more hands-on management and sharper financial visibility.
$695/ month
Includes
- 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.
$1,250/ month
Includes
- 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 Jenny
- Priority phone & email support (same-day response)
Strategic add-ons
Available with any package
$150/ month
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.
One-time services
QBO Setup
From $450
QBO Cleanup
From $650
Catch-up Bookkeeping
From $150 / mo of backlog
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.
Not sure which package fits?
Let's hop on a quick call and find the right fit for your business.