Core Monthly Retainer Packages
Choose the Package That Fits Your Business
All packages include full-cycle bookkeeping in QuickBooks Online or Xero, direct communication with Danica (no account managers or hand-offs), and a no-lock-in month-to-month agreement.
Starter Retainer
For solopreneurs & early-stage businesses
$400
/ month USD
- ✓ Monthly transaction categorization
- ✓ Bank & credit card reconciliation
- ✓ Monthly P&L + Balance Sheet
- ✓ Delivered within 5 business days
- ✓ Email support (48-hr response)
- ✓ Best for: under $15K/mo revenue
MOST CHOSEN
Professional Retainer
For growing online businesses
$650
/ month USD
- ✓ Everything in Starter, plus:
- ✓ Proactive monthly insights & notes
- ✓ Cash flow monitoring
- ✓ Quarterly business review call
- ✓ Priority response (24-hr)
- ✓ Best for: $15K–$75K/mo revenue
Executive Retainer
For established, complex businesses
$950+
/ month USD
- ✓ Everything in Professional, plus:
- ✓ Multi-entity / multi-stream tracking
- ✓ CFO-level strategic guidance
- ✓ Monthly strategy call
- ✓ Same-day priority support
- ✓ Best for: $75K+/mo revenue
A La Carte Add-On Services
Additional Services
Available as standalone projects or added to any monthly retainer package.
Catch-Up / Clean-Up Bookkeeping
Per month of backlog, one-time project
$150/mo
QuickBooks / Xero Full Setup
New account, chart of accounts, integrations
$350
Custom Financial Dashboard
KPI dashboard build (one-time)
$250
Payroll Processing Support
Add-on to any monthly package
$100/mo
Sales Tax Filing (Multi-State)
Per filing period
$75/filing
Tax-Ready Package (CPA Handoff)
Annual, prepares books for tax filing
$300
Ad-Hoc Consulting Call
Per 30-minute session
$85/session
Rush / Expedited Delivery
48-hour turnaround, one-time need
+25% fee
Pricing Guide by Business Type
Which Package Fits Your Industry?
Financial complexity varies significantly by business model. Use this as a starting guide — every quote is customized based on your specific transaction volume and needs.
| Business Type | Typical Package | Why |
|---|---|---|
| eCommerce & Dropshipping | Professional ($650) – Executive ($950+) | High transaction volume, COGS & inventory tracking, multi-channel sales |
| Marketing & Creative Agencies | Professional ($650) – Executive ($950+) | Retainer revenue recognition, project cost allocation, contractor payments |
| Real Estate Investors | Professional ($650) – Executive ($950+) | Property-level P&L, depreciation schedules, multi-property portfolios |
| SaaS & Software Businesses | Professional ($650) – Executive ($950+) | Deferred revenue, MRR/ARR tracking, multi-currency transactions |
| Coaches, Consultants & Course Creators | Starter ($400) – Professional ($650) | Simpler transaction volume, focus on tax-readiness & time freedom |
| Content Creators & Influencers | Starter ($400) – Professional ($650) | Multiple income streams needing consolidation (brand deals, ad revenue, affiliate) |
| Subscription & Membership Businesses | Professional ($650) – Executive ($800) | Deferred revenue recognition, churn tracking, recurring billing reconciliation |
| General Online Service Providers | Starter ($400) – Professional ($650) | Universal bookkeeping needs regardless of specific business model |
Internal Use — Not Client-Facing
Custom Quote Worksheet
Fill this out during or right after a discovery call to determine the right quote for this specific prospect.
Prospect Name / Company
Business Type / Niche
Monthly Revenue Range
Current Books Status
Transaction Volume (Monthly)
Software in Use
Recommended Package
Final Quoted Rate
Note on Pricing Flexibility
These packages are starting points, not rigid boxes. Every quote should be adjusted based on actual transaction volume, complexity, and the specific needs uncovered during the discovery call. When in doubt, quote slightly higher than the range — it's easier to offer a small discount than to raise a price after the fact.
General Terms
- All rates are in USD and billed monthly in advance, due on the 1st of each month.
- No long-term contract required — month-to-month engagement, cancel with 30 days notice.
- Catch-up/clean-up work is quoted separately based on the number of months behind and transaction volume.
- Rates are reviewed and may be adjusted with 30-60 days advance notice to existing clients.
- Payment accepted via Wise, PayPal, or direct bank transfer.