Basic (Starting at $549/month)

(Best for clean books + owners who want to do day-to-day but need monthly oversight.)

Client responsibilities:

• Uses QBO (preferred)
• Does their own bookkeeping

CorePoint responsibilities:

• Fetch bank statements
• Reconcile bank and credit card accounts
• Review books, make adjustments and corrections
• Coach the client
• Financial reports
• Time for questions
• Stress-free tax time (organized books)
• Reconcile loan balances

Silver (Starting at $849/month)

(Best for owners who want support with deposits + bank feed coding.)

Client responsibilities:

• Uses QBO (preferred)
• Invoices
• Customer payments
• Pays vendors
• Does payroll

CorePoint responsibilities:

• Record deposits
• Categorize and match bank feeds
• Reconcile loans
• Fetch bank statements
• Reconcile bank and credit card accounts
• Review books and make adjustments and corrections
• Coach the client
• Financial reports
• Time for questions
• Stress-free tax time (organized books)

Gold (Starting at $1,299/month)

(Best for growing teams needing A/P + payment posting + payroll cadence.)

Client responsibilities:

• Uses QBO (preferred)
• Invoices
• Does payroll
• ReceiptBank

CorePoint responsibilities:

• Record customer payments
• Record deposits
• Pay vendor bills
• Categorize ReceiptBank
• Categorize and match bank feeds
• Reconcile loans
• Fetch bank statements
• Reconcile bank and credit card accounts
• Review books and make adjustments and corrections
• Coach the client
• Financial reports
• Time for questions
• Stress-free tax time (organized books)
• Payroll (semi-monthly)
• Reconcile loan balances (monthly)

Platinum (Starting at $2,099/month)

(Best for owners who want a finance operations partner (A/P, A/R cadence, priority support).

Client responsibilities:

• Uses QBO (preferred)
• Invoices
• ReceiptBank

CorePoint responsibilities:

• Record customer payments
• Record deposits
• Pay vendor bills
• Process payroll
• Categorize ReceiptBank
• Process employee expense reports
• Categorize and match bank feeds
• Reconcile loans
• Fetch bank statements
• Reconcile bank and credit card accounts
• Review books and make adjustments and corrections
• Coach the client
• Financial reports
• Time for questions
• Stress-free tax time (organized books)
• Payroll (semi-monthly)
• Accounts payable management (twice a month)
• Accounts receivable management (weekly, excluding invoicing)
• Reconcile loan balances (monthly)
• 1099 processing (annual)
• Priority support

Notes:

• Pricing is flat monthly and starts at the amounts above.
• Final pricing depends on transaction volume, number of bank/credit card accounts, and complexity.
• QBO is our standard platform. If you use another accounting system, we can often support it, but pricing will be evaluated based on the system (and may require conversion/setup or a custom quote).
• Cleanup/catch-up work is separate: From $1,200 per backlog month (assessment available).

Basic Payroll (Starting at $149/month + $8 per employee)

Includes:

• Payroll processing (up to 5 employees)

Optional:

• One-time payroll setup (Starting at $199)

Payroll + Compliance (Starting at $249/month + $10 per employee)

Includes:

• Payroll processing (up to 10 employees)
• New hire onboarding
• Deductions/garnishments
• Compliance reminders
• Priority support

Optional:

• One-time payroll setup (Starting at $199)

Notes:

• Pricing is based on employee count and complexity.
• Additional states/jurisdictions may require an add-on.

Essentials (Starting at $450/month)

Includes:

• Scheduling and calendar management
• Inbox support (triage and follow-ups)
• Document management and organization
• Leave tracking (PTO/requests tracking)
• Compliance tracking (administrative checklists)

Plus (Starting at $850/month)

Includes:

• Everything in Essentials
• Employee scheduling coordination
• Onboarding/offboarding administrative coordination
• Compliance documentation support (administrative)

Notes:

• Services are delivered remotely.
• Scope is confirmed during onboarding; custom projects and ad-hoc support are available by quote.
• Compliance support is administrative only and does not include legal advice.

Foundations Training (1:1) (Starting at $249)

Includes:

• 90-minute session
• Pre-session intake (you provide details on your tools and process)
• Checklist or quick-reference guide
• Recording (if requested)

Workflow Trainings ($549)

Includes:

• 2 training sessions
• Templates and workflow guidance
• Live troubleshooting and Q&A

Team Training Workshops ($1,250)

Includes:

• Half-day remote workshop
• Tailored training based on your tools and workflows
• Team Q&A

Ongoing Trainings/Coaching (Starting at $199/month)

Includes:

• Monthly check-in
• Ongoing support

SOP Creation + Training Add-On (Custom quote)

Includes:

• SOP drafting based on your process details
• Review and revisions
• Team handoff and training

Notes:

• Training is not limited to one platform. We can train on your organization’s tools and workflows when you provide enough detail.
• Additional sessions, larger teams, or complex systems may require a custom quote.