Services & Pricing
All plans run month-to-month — no contracts, no lock-in. Every tier includes a QuickBooks Online subscription and dedicated bookkeeping support.
Tier 1
For new businesses and solopreneurs getting their books in order. Clean, accurate, on time.
Tier 2
For growing businesses with more accounts, more transactions, and more complexity to manage.
Tier 3
For established businesses that need deep financial insight and a true strategic partner.
Every Plan
Regardless of tier, every Shieldbearer client gets these non-negotiables.
QuickBooks Online included in all tiers. If you already have a subscription, you get a corresponding fee discount.
All document exchange happens through our secure portal — encrypted, secure, no email attachments with sensitive data.
Financial statements delivered by the 20th of the following month, provided your documents are submitted by the 5th.
No long-term contracts. Either party can terminate with 30 days written notice. We earn your business every single month.
À La Carte
Need something specific? These services are available as hourly or project-based engagements. Standard hourly rate: $45.
New to QuickBooks Online? We'll set up your chart of accounts, connect your bank feeds, and get you started right.
Billed at hourly rate
Inherited a mess of miscategorized transactions, duplicate entries, or incorrect reconciliations? We'll forge order from chaos.
Billed at hourly rate
Months or years behind? We'll get your books current so you can move forward without the weight of your backlog.
Billed at hourly rate
A full historical clean-up to produce tax-ready financials for a specific year. Ideal if your CPA is asking questions you can't answer.
Billed at hourly rate
Not sure where your books stand? We'll audit your QBO file and provide a written assessment with findings and recommendations.
Billed at hourly rate
Need specific reports your accountant or investors are asking for? We'll build custom reports and dashboards inside QBO.
Billed at hourly rate
A 20% deposit of the estimated total is required before add-on work begins. All project work requires written approval before we start.
Transparency
We believe in clarity. Here's what falls outside our scope — and who you should talk to instead.
We get your books tax-ready. Your licensed CPA handles the filing.
Payroll is a specialized service. We can recommend providers that integrate with QBO.
We're bookkeepers, not attorneys or financial planners. Always consult licensed professionals.
Formal audits and assurance engagements require a licensed CPA firm.
Next Step
Book a free discovery call. We'll ask the right questions and tell you exactly what you need — no upsell, no pressure.