Clean Books. Clear Numbers. One Flat Monthly Fee.

We serve Maui small businesses across every industry — from food trucks and trades to boutiques, wellness, vacation rentals, and professional services. No hourly billing. No surprises. Cancel anytime with 30 days notice.

ESSENTIALS — $150/month Just starting out. Hands off.

Who this is for: Brand new business owners who want clean books from day one without worrying about the details.

✓ 1 bank account only ✓ Cash basis, simple income & expenses ✓ Monthly P&L — know your numbers ✓ Hawaii GET handled correctly ✓ Email support — 2 business days

STARTER — $350/month Simple business. Simple books.

Who this is for: Sole proprietors, freelancers, consultants, coaches, and simple service businesses.

✓ 1 bank account + 1 payment processor ✓ Monthly books reconciled & reviewed ✓ Profit & Loss + Balance Sheet ✓ Hawaii GET handled correctly ✓ Email support — 2 business days

STANDARD — $500/month Most Maui small businesses.

⭐ BEST FIT FOR MOST CLIENTS

Who this is for: Food trucks, retail, restaurants, trades, salons, tours, activity companies, and vacation rentals.

✓ 1 bank + 1 POS or payment processor ✓ 1 business credit card ✓ Monthly books reconciled & reviewed ✓ Profit & Loss + Balance Sheet ✓ Hawaii GET handled correctly ✓ Priority email support

GROWTH — $750/month One complex business.

Who this is for: Higher-volume single businesses with payroll, more accounts, or more complex reporting needs.

✓ Up to 4 connected accounts ✓ Monthly books reconciled & reviewed ✓ Profit & Loss + Balance Sheet ✓ Hawaii GET handled correctly ✓ Payroll entries recorded in QBO ✓ Quarterly review call with Mark ✓ Priority support — 1 business day

GETTING STARTED — ONE-TIME SETUP FEE‍ ‍$350 per business

Every new client pays a one-time setup fee before we begin. This covers getting your QuickBooks Online file built correctly from day one — accounts connected, chart of accounts built around your specific business, opening balances set, and everything reviewed so your first month of books is clean.

Catch-up or cleanup bookkeeping is priced separately.

NEED SOMETHING EXTRA?

Any of the following can be added to your plan at any time. Just ask and we'll update your agreement.

✓ Catch-up or cleanup bookkeeping — Custom quote

✓ Payroll coordination — +$75/mo

✓ New QBO file setup (no prior books) — +$150

✓ Extra bank or credit card account — +$25/mo

✓ Year-end package for your CPA — +$150

✓ TAT filing support (vacation rentals) — +$50/mo

EVERY PLAN INCLUDES

✓ Your own QuickBooks Online file ✓ Monthly Profit & Loss + Balance Sheet ✓ Hawaii GET handled correctly ✓ We never move your money — read-only access ✓ One flat monthly rate — no hourly billing ✓ No long-term contract — 30 days to cancel ✓ Local — Kīhei, Maui based ✓ Books your CPA will actually love at tax time

Not sure which plan is right for you?

Call or text Mark at 425-533-1124 — we'll figure it out together in five minutes.