Straightforward support. Clear pricing. No surprises.
Whether you need ongoing bookkeeping, help preparing for tax time, or simply some guidance understanding your finances, Rise offers practical support built around what you actually need.
Personal financial support designed for real life — whether you need help getting organized, preparing for tax time, or simply understanding where you stand.
Practical financial support for small businesses and self-employed individuals — from bookkeeping and cleanup to tax preparation and ongoing guidance.
Individual & Household Financial Services
Initial Fit Conversation — Complimentary, up to 20 minutes
Financial Wellness Conversation — $100
Personalized Household Budget Setup — $175
Personal Financial Organization Reset — Starting at $225
Ongoing Financial Support & Education — $125/month
Financial Document Organization — Starting at $150
Additional Organization Assistance — $75/hour
Every client receives a written scope and personalized quote before work begins. Tax preparation pricing will be announced when that service launches.
Monthly Bookkeeping
Rise Essentials — Starting at $350/month
Rise Growth — Starting at $600/month
Rise Prosper — Starting at $900/month
Setup, Cleanup & Additional Services
Initial Discovery Conversation — Complimentary, up to 30 minutes
Catch-Up or Cleanup Bookkeeping — $125/hour, $375 minimum
QuickBooks Setup — Starting at $450
QuickBooks Guidance & Training — $100/hour
Business Organization & Workflow Setup — Starting at $500
New-Business Financial System Setup — Starting at $750
Financial-Report Review & Education — $100/hour
Special Bookkeeping Projects — Written project quote
Every project begins with a clear written scope and quote. Payroll services and tax preparation are coming soon.
Every client receives a clear written scope and personalized quote before work begins. Final pricing depends on complexity, record condition, estimated time, service frequency, and the agreed scope. Software subscriptions and third-party fees are separate unless specifically included in writing.
Tax preparation and payroll pricing will be added as those services officially launch.