Pricing
Monthly Accounting Packages
Clear Pricing for CPA-Supervised Bookkeeping
Monthly packages built around how much your business needs — from tax-ready books to full accrual accounting with advisory support. Every package is reviewed by a licensed CPA, and every price on this page is the price you pay.
Included in every package
- Dedicated staff supervised by a CPA
- Monthly account reconciliations
- Tax-ready financial reports
- Secure online portal
- Priority tax return preparation
- Discounted corporate tax return
Essentials
For businesses that want reliable, CPA-supervised bookkeeping and tax-ready financials.
- Up to 4 accounts (bank or credit card)
- or Annual Revenue Up to $500k
What sets it apart
- Cash basis accounting
- Full monthly report package, including balance sheet, P&L by month, and GL detail
- Email support
Builder
For growing businesses ready for more insight, support, and flexibility.
- Up to 6 accounts (bank or credit card)
- or Annual Revenue $501k-$2M
Everything in Essentials, plus
- Two additional connected accounts
- Unlimited email support
- Tax questions answered by phone or email
Strategic
For growing businesses ready for more insight, support, and flexibility.
- Up to 6 accounts (bank or credit card)
- or Annual Revenue $2M-$5M
Everything in Builder, plus
- Cash or accrual basis accounting
- Unlimited phone or email support
- Priced to match the complexity of your books
Custom
For established businesses with complex needs that call for a tailored engagement.
- Up to 4 accounts (bank or credit card)
- or Annual Revenue $5M+
Everything in Builder, plus
- Cash or accrual basis accounting
- Unlimited phone or email support
- Priced to match the complexity of your books
Side by Side
Compare What Each Package Covers
The reporting package is the same across all three tiers. What changes is your accounting basis, how many accounts we handle, and how you reach us.
| FEATURE | Essentials $399 / month | Builder $699 / month | Strategic Starts at $950 / month |
|---|---|---|---|
| PLAN BASICS | |||
| Billing frequency | Monthly | Monthly | Monthly |
| Connected accounts (bank or credit card) | Up to 4 | Up to 6 | Scoped to your business |
| Accounting basis | Cash | Cash | Cash or accrual |
| Monthly account reconciliations | ✓ | ✓ | ✓ |
| Dedicated staff supervised by a CPA | ✓ | ✓ | ✓ |
| Secure online portal | ✓ | ✓ | ✓ |
| MONTHLY FINANCIAL REPORTS | |||
| Balance sheet | ✓ | ✓ | ✓ |
| Profit & loss by month | ✓ | ✓ | ✓ |
| Detailed transaction report (GL detail) | ✓ | ✓ | ✓ |
| Payroll reconciliation | ✓ | ✓ | ✓ |
| Tax-ready financial reports | ✓ | ✓ | ✓ |
| TAX & SUPPORT | |||
| Priority tax return preparation | ✓ | ✓ | ✓ |
| Discounted corporate tax return | ✓ | ✓ | ✓ |
| Email support | Included | Unlimited | Unlimited |
| Phone support | – | – | Unlimited |
| Tax questions answered by phone or email | – | ✓ | ✓ |
| Choose Essentials | Choose Builder | Request a quote | |
Add to Any Package
Additional Services, Priced Separately
Add these to any monthly package when you need them. Anything listed as varying is quoted up front, before we begin the work.
Unlimited runs for up to 2 employees - From $55 per month
$25 per form
Quoted prices vary
Quoted prices vary
Quoted prices vary
Quoted prices vary
Why Work With Us
Why Choose Heaven & Alvarez CPA?
The package sets the scope. What you actually get is a CPA-led firm in Norcross that knows your business by name.
Every package is reviewed and overseen by licensed CPAs, not just bookkeepers.
Your financials are prepared to flow straight into your tax return, saving you time and money.
When you call, you speak to a person — not a call tree.
We are a full-service CPA firm offering not just compliance, but strategy and guidance to help your business grow.
With priority response times and secure portals, you can trust your financials are accurate, accessible, and handled with care.
Not Sure Which Package Fits?
Tell Us About Your Books and We Will Recommend a Package
Bring your current bookkeeping setup, your account list, and your last tax return. We will walk through what you need and quote a fixed monthly fee — in English or Spanish.