Get Started
One-time project to clean up and prepare your books
Project pricing based on complexity
Best for businesses that are behind on books or switching to Cajun Data.
- Clean up past-due or messy QBO books
- Standardize chart of accounts for your type of business
- Fix obvious miscodings and reconcile key accounts
- Set up a basic month-end close checklist
- Prepare "post-cleanup" starting balances & simple summary
Most ongoing clients start here so we can trust the numbers we're reviewing each month.
Monthly Service Packages
Choose the level of support that fits your business—from oversight to full-service
Best for businesses with an in-house admin or bookkeeper who want a controller-level second set of eyes and a consistent monthly close.
You do:
- •Day-to-day bookkeeping: invoices, bills, receipts, payroll inputs
- •Upload documents and respond to info requests
We do:
- Review your QBO file each month
- Check bank & card reconciliations
- Spot-check coding and propose corrections
- Post adjusting journal entries as needed (or provide them)
- Own your month-end close checklist and drive it to "done"
- Prepare a simple, owner-focused monthly report (profit & cash)
- Host a 30–45 minute "Numbers Huddle" to walk through results
Custom pricing based on transaction volume and complexity
This is a management-level review for decision-making, not an audit or assurance engagement.
For smaller teams that need reliable, tax-ready books and a clear monthly close.
- Monthly bank and card reconciliations
- AR/AP aging reports
- Accruals and adjustments
- Audit trail documentation & close checklist
- Monthly close review call (owner-friendly)
- Tax-ready year-end financial package
- 1099 contractor tracking report (filing available as add-on)
Payroll available as an add-on
Tax document prep included; filing coming soon
For contractors and growing SMBs that need job costing, WIP, and forward-looking cash insights.
- Everything in Core
- WIP tracking per job
- Labor burden modeling
- Materials variance reporting
- Over/under-billing alerts
- Unit economics by service line
- 12-week rolling cash forecast
Payroll integration & job-coded labor available as an add-on
Tax document prep included; tax filing bundle available soon
For teams that want a single partner for bookkeeping, payroll, WIP analytics, and tax support.
- Everything in Pro
- AP workflow automation (bill capture & approvals)
- Advanced WIP analytics (backlog, margin at completion)
- Quarterly pricing tune-ups
- Collections rhythm coaching
- Custom KPI dashboards
Payroll & Tax Support Included
Includes payroll support for up to 10 employees
Additional employees billed at a simple per-employee rate
Tax-ready packages, coordination with tax pro now
Tax completion & filing assistance coming soon
Co-Pilot vs. Full-Service
Not sure which package fits your business? Here's a quick comparison to help you decide.
Still not sure which option is right for you? Schedule a free walkthrough and we'll help you find the perfect fit.
Pricing by complexity
Your exact price depends on your business size, transaction volume, and complexity. Use this guide to understand where you might fit.
Co-Pilot
Solo/small shop, ≤$500k revenue, 0–2 staff, light transaction volume
$500k–$2M revenue, 2–8 staff, regular AR/AP activity
$2M–$5M+ revenue, 8–15 staff, heavier AR/AP volume
Full-Service (Core)
Solo/small shop, ≤$500k revenue, 0–2 staff
$500k–$2M revenue, 2–8 staff, regular AR/AP
$2M–$5M+ revenue, 8–15 staff, heavier AR/AP
Pro
Starting job costing & simple WIP
$750k–$5M revenue, 3–15 staff, active WIP
Higher job volume, multiple crews, complex WIP
Plus
Wants AP automation with smaller crew
$1M–$8M revenue, multiple crews, full support
$5M–$10M+ revenue, heavy AP, multi-entity
Who these ranges are for
The pricing ranges below are designed for our core sweet spot: trades and field-service businesses from solo owners up to ~15 staff and roughly ≤$5M in annual revenue.
Larger or more complex companies (20+ staff, multi-entity, multiple systems, IT/MSP, etc.) are scoped and priced separately. Oversight & monthly close for those organizations is still the same "co-pilot" concept, but pricing is custom and typically higher than the ranges shown here.
All pricing shown is typical monthly ranges. Your actual quote depends on revenue, transaction volume, headcount, and entity structure. We'll confirm your exact price during a free walkthrough.
Payroll made easy
Powered by Gusto
Cajun Data manages your payroll end-to-end (setup, runs, filings, and reconciliations) using Gusto as the underlying platform.
| Employees | Monthly Fee Structure |
|---|---|
| 1–10 employees | $100 base + $10/employee(min. ~$120/mo) |
| 11–20 employees | $150 base + $9/employee |
| 21–40 employees | $200 base + $8/employee |
| 41+ employees | Custom quote |
Note: Gusto subscription billed separately.
Plus Tier Advantage
Payroll support for up to 10 employees is baked into Plus pricing. Additional employees: $8 per employee per month.
Tax-ready books today. Filing help coming soon.
We make sure your books are ready for tax time now and soon we'll be able to help you file too.
Current Tax Services
- Tax-ready year-end package:
- • Clean P&L, balance sheet, trial balance
- • WIP summary & schedules for contractors
- • 1099 contractor reports
- Direct collaboration with your tax preparer:
- • Share workpapers and answer questions
- • Help reconcile any year-end adjustments
- Optional tax document prep add-on:
- • Organizing owner K-1 data
- • Owner-ready summary of results
Tax Completion & Filing Assistance
We're working toward offering full tax completion and filing assistance for our bookkeeping clients—business returns and owner returns bundled right into your monthly plan.
If you'd like to be notified when this launches, mention it on your discovery call.
Plus Tier Advantage
- Priority tax document prep and coordination with your tax pro now
- Preferred access and bundled pricing when full tax filing services launch
Frequently asked questions
All prices shown are typical ranges, not quotes. We'll confirm your exact fee after a short discovery call based on your size, systems, and complexity.
Cajun Data Solutions is not a law firm and does not provide legal advice. Tax completion and filing services are under development and are not yet available at this time.