Nova Heritage Group NOVA HERITAGE GROUP

Nova Heritage Group

Monthly books current by the 10th — so you can run the business, not the backlog.

QuickBooks Online bookkeeping for US SMBs, with analytics and AI services when you need clearer numbers and faster workflows.

Book a 15-minute fit call See pricing
QBO ProAdvisor Level 2
Remote across the U.S.
Based in Kansas City metro
Accounting + economics background

What we do

Books first. Analytics and AI as clear offerings when you want more than a clean close.

Bookkeeping Primary

Catch-up in about a week when scoped, then a recurring monthly close. You get tax-ready books and a short note on what changed.

  • QBO cleanup, catch-up, and ongoing monthly close
  • Reconciliations, P&L, and balance sheet by the 10th
  • Month-end note + light books KPIs on Standard+
  • Payroll processing and sales tax filing as add-ons

Data analytics Product

Dashboards and KPI packs operators actually open — build once, or maintain monthly.

  • Dashboard builds and data cleanup
  • Monthly KPI packs and fractional support
  • Forecasting and scenario work when scoped

AI services Product

Scoped projects that cut busywork in finance and ops — sold as its own line, not a buzzword on bookkeeping.

  • Workflow automation and reporting assistants
  • Fixed-scope builds with human review
  • Clear deliverable, fixed fee, 50% to start

Straightforward pricing

Fixed monthly fees after we look at your file. Ranges below; exact quote on the fit call. Month-to-month.

Starter

$400–500 /mo

Simple cash-basis books, low complexity.

  • Bank & card categorization
  • Monthly reconciliations
  • P&L and balance sheet

Standard

$600–800 /mo

Most growing SMBs. Default fit.

  • Everything in Starter
  • Close by the 10th
  • Month-end note + light KPIs
  • CPA-friendly package

Complex

$900–1,200 /mo

Higher volume, loans, accrual, multi-account.

  • Everything in Standard
  • Extra accounts & complexity
  • Priority turnaround
Catch-up / cleanup — quoted after file review (often ~0.75× monthly × months behind; discount if you start monthly)
Payroll add-on — +$150–400/mo
Sales tax add-on — +$75–150/mo or per filing
Analytics retainer — $500–1,500/mo · Projects / AI — from $2,000

Net 15. Projects: 50% deposit, 50% on delivery. Invoiced through QuickBooks Online with online payment. Card fees absorbed into package prices.

How it works

No mystery process. Fit call → fixed proposal → delivery.

  1. Fit call (15 minutes)We confirm books, analytics, AI — or a clean handoff if we’re not the right fit.
  2. Fixed-scope proposal + engagement letterWhat’s included, what’s not, and the price. No open-ended hourly surprises.
  3. Catch-up (if needed), then monthly rhythmAim to get current in about a week when scoped; then close by the 10th every month.
  4. Stay month-to-monthAdd payroll, sales tax, analytics, or AI when it helps. Raise or pause with notice — no hostage contracts.

Let’s get your books off your plate

Tell us what’s behind and what “done” looks like. We’ll tell you the path and the number.

Book a fit call

novaheritagegroup@gmail.com

Nova Heritage Group LLC · Lee's Summit, MO · (856) 718-5880