The Complete Accounting Solution for Every Stage of Your Business

Designed for growth-focused businesses seeking expert support across tax, advisory, accounting, and technology.


Outsourced Bookkeeping
Full tax and bookkeeping solution
Technology and Accounting Advisory

Clarity, Confidence, and Pricing You Can Count On

to Become the Hero of Your Own Financial Story

SILVER

$500

per month
Transactions included
(Up to 75)
Bank/Credit Accounts Supported
(Up to 2)

Includes

  • ✔Monthly Income & Expense Categorization
  • ✔Client Portal (Secure Document Sharing)
  • ✔Annual Compiled Financial Statements (Profit & Loss Statement and Balance Sheet)
  • ✔Cash Accounts Only Balance Sheet Account Reconciliations

Individuals, solopreneurs, and small service businesses that need clean books, categorized transactions, basic financial statements, and a reliable team keeping everything organized month after month. Ideal for simple operations that want accuracy without complexity.

Free Consultation

Platinum

$1,000

per month
Transactions included
(Up to 300)
Bank/Credit Accounts Supported
(Up to 4)

Includes

  • ✔Monthly Income & Expense Categorization
  • ✔Client Portal (Secure Document Sharing)
  • ✔Quarterly Review / Management Report
  • ✔Executive Dashboards and KPIs to run a leaner business
  • ✔Monthly Compiled Financial Statements (Profit & Loss Statement and Balance Sheet)
  • ✔Priority Response Time (1 Business Day)

Established companies with higher volume, multiple accounts, or more detailed reporting needs. Ideal for teams that need executive dashboards, monthly closing routines, structured reviews, and up to three balance sheet reconciliations. Strong choice for businesses preparing for expansion, financing, or leadership visibility.

Free Consultation

Most Popular

Gold

$750

per month
Transactions included
(Up to 150)
Bank/Credit Accounts Supported
(Up to 3)

Includes

  • ✔Monthly Income & Expense Categorization
  • ✔Client Portal (Secure Document Sharing)
  • ✔Quarterly Review / Management Report
  • ✔Cash Accounts Only Balance Sheet Account Reconciliations
  • ✔Quarterly Compiled Financial Statements (Profit & Loss Statement and Balance Sheet)

Growing businesses with more activity that want monthly financial statements, basic reporting, and consistent guidance throughout the year. Perfect for owners who want to stay organized, understand their numbers, and prepare for tax season without stress.

Free Consultation

Enterprise

CUSTOM

pricing
Personalized scope of work to meet your strategic needs

Includes

  • ✔Income & Expense Categorization
  • ✔Client Portal (Secure Document Sharing)
  • ✔Monthly Review / Management Report
  • ✔Custom Executive Dashboards and KPIs
  • ✔Weekly Bookkeeping Updates
  • ✔Customized Reporting Package (KPIs, Variance Analysis, Trends)
  • ✔Custom Scope for Advanced Workflows
  • ✔Budgeting and Forecasting (Setup and Reporting)

Multi-entity, multi-location, or complex organizations that need deeper accounting support, up to six reconciliations, custom dashboards, consolidations, and a dedicated account manager. Best for businesses that require tailored workflows, strategic reporting, or advanced coordination with internal CFOs or controllers.

Free Consultation

Additional Services

Wealth and Investment Strategies

  • ✔Wealth Diversification
  • ✔Risk Tolerance
  • ✔401(k) and Pensions
  • ✔Putting Your Interests First
Complimentary
Custom Engagement
ongoing

Learn More

Income and Retirement Planning

  • ✔Cash Flow Timeline
  • ✔Social Security
  • ✔De-Accumulation Strategies
  • ✔Debt Analysis and Reduction
Complimentary
Custom Engagement
ongoing

Learn More

Legacy and Estate Planning

  • ✔Succession Planning
  • ✔Charitable Planning
Complimentary
Custom Engagement
ongoing

Learn More

Initial Setup and Catch-up Bookkeeping

Get your books fully caught up, cleaned, and structured the right way. Perfect for businesses that need organized records, accurate reporting, and a reliable foundation moving forward.

  • ✔Historical cleanup
  • ✔Account reconciliations
  • ✔Categorization and corrections
  • ✔Prior period adjustments
  • ✔Financial statement accuracy review
  • ✔Setup for ongoing bookkeeping success
Initial Setup
Starting at
$1,000
One-time
Catch-up
Pricing
Hourly
Based on scoping call

Learn More

Tax Preparation and Planning

Comprehensive tax preparation for individuals and businesses with accuracy and full compliance support.

  • ✔Federal return preparation
  • ✔State and local returns
  • ✔Year-round advisory access when bundled with advisory services
  • ✔Tax reduction planning when bundled with tax planning services
  • ✔Compliance for complex situations
  • ✔Secure digital workflows
Individuals
Starting at
$500
per year
Businesses
Starting at
$1,000
per year
Tax Planning
Starting at
$250
per scenario
Learn More

Learn More

How Campbell & Company’s ProAdvisors Support You

As certified QuickBooks ProAdvisors, Campbell & Company offers expert guidance to help you maximize the benefits of QuickBooks Online. Here’s how we support your business:

Setup and Customization

We’ll work with you to set up QuickBooks Online to fit your unique business needs. From creating a custom chart of accounts to setting up automated workflows, we ensure that QuickBooks is tailored to optimize your financial processes.

Training and Ongoing Support

Our ProAdvisors provide hands-on training, so you and your team can confidently use QuickBooks Online. Whether you’re new to the platform or looking to enhance your skills, we offer personalized training sessions and ongoing support to ensure you get the most out of the software.

Advanced Troubleshooting and Problem-Solving

Experiencing issues or need help with complex transactions? Our QuickBooks ProAdvisors are here to resolve any challenges, answer your questions, and provide solutions that keep your accounting running smoothly.

Financial Reporting and Analysis

Leverage our expertise to generate custom reports and perform detailed financial analysis. We help you interpret data from QuickBooks Online, providing insights that drive informed decision-making and support your business growth.

MyCFO FinancialServices when file in office image

Industries We Serve

QuickBooks Online is versatile enough to suit a wide range of industries. At Campbell & Company, we’ve supported clients across various sectors, including:

  • Family Offices
  • Professional Services
  • Retail and E-commerce
  • Restaurant and Franchise
  • Healthcare and Medical Practices
  • Construction and Contracting
  • Nonprofits

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