QuickBooks Online Certified  |  All 50 States

Financial Clarity
for Growing Businesses

Full-service bookkeeping, payroll, advisory, and QuickBooks Online management — from pre-business solopreneurs to enterprise. Transparent pricing. No surprises.

QBO Certified L1 & L2 QB Payroll Certified NC Certified Grant Writer NC Notary & eNotary HR Compliance Active CAS Foundation
📅 Book Free Consultation View Pricing ↓
All 50
States Served
11
Service Tiers
25+
Years Experience
Brian L. Lewis-Hardy, MA, BS

★ Certified QuickBooks Online ProAdvisor — Retail pricing passed to clients; ProAdvisor discount retained as margin

Simple Start Essentials Plus Advanced Payroll Core Payroll Premium

About Brian

Brian L. Lewis-Hardy brings a rare combination of financial expertise, forensic psychology, and real-world business leadership to every client engagement. As a former Director of Finance at ITT Technical Institute and a QuickBooks Online Certified ProAdvisor, Brian understands the numbers and the people behind them.

Brian’s practice spans the full business lifecycle — from pre-business individuals tracking their first 1099 income, to enterprise organizations requiring institutional audit advisory. Every engagement is virtual, transparent, and built around your specific needs.

Important: Brian L. Lewis-Hardy is not a CPA. Services exclude tax preparation, IRS representation, and attest services. All regulatory and audit advisory services are advisory in nature and do not constitute legal or CPA services.

Credentials & Certifications

B.S. EconomicsEconometrics Focus — UNCG
M.A. Forensic PsychologyThe Chicago School
A.A.S. Business AdministrationForsyth Technical Community College
Director of FinanceFormer — ITT Technical Institute
QBO Certified L1 & L2QB Payroll Certified • CAS Foundation • Intuit Bookkeeping Professional
NC Certified Grant WriterSince 1998 • HR Compliance Active • Mental Health First Aid • NC Notary & eNotary

Services Offered

Comprehensive financial services across all business sizes and stages — virtual delivery, all 50 states.

📋
Bookkeeping & Reconciliation
Monthly bank & credit card reconciliation, P&L statements, balance sheets, and QBO management for all business sizes.
💼
QuickBooks Online Setup & Management
Full QBO account setup, chart of accounts, bank feeds, and ongoing management. All plan levels available.
🧾
Payroll Processing
Full payroll for 1–100+ employees, multi-state payroll, 1099 preparation, payroll tax filings, W-2/W-3.
📊
Financial Advisory (CAS)
Cash flow analysis, KPI dashboards, budget development, break-even analysis, financial planning, and fractional CFO services.
🔍
HR & Regulatory Compliance
HR file auditing, HR compliance reviews, business regulatory compliance audits, worker classification (1099 vs W-2).
🏭
Nonprofit & Grant Services
Nonprofit QBO setup with fund accounting, grant writing & funding identification (NC Certified since 1998), nonprofit compliance reporting.
📄
Historical Records Cleanup
One-time project cleanup for 1–36 months of historical records. Tiered pricing by scope and service level. Separate from monthly fee.
✏️
NC Notary & eNotary
Notarial services for NC clients at statutory maximum rates. Standard and electronic notarizations available.
🏫
Institutional Audit Advisory
Dept. of Education financial audit support, VA Veterans Benefits program compliance, and federal program compliance reviews.
ENTERPRISE & LARGE CORP ONLY

Transparent, Tiered Pricing

Rates confirmed at consultation based on transaction volume, complexity, and scope. QBO subscription may be included at standard retail pricing.

6-MO MAX • NO QBO NEEDED
Essential Starter
$75 – $125
per month • Pre-business maximum 6 months

For pre-business individuals, 1099 workers, and first-time entrepreneurs who aren’t yet operating as a formal business. Manual tracking only — no QuickBooks required.

  • Manual income & expense tracking (no QBO required)
  • 1099 income log & business expense documentation
  • Work travel, meals, clothing & dry cleaning write-off tracking
  • Monthly P&L capture for personal tax readiness
  • Tax-ready package for Schedule C filing with your CPA
  • Brian organizes all records for seamless QBO transition
  • Engagement graduates to standard tier after 6 months
Book Free Consultation
→
Your graduation path

After 6 months — or whenever you’re ready — Essential Starter graduates into a formal bookkeeping tier with QuickBooks Online.

Year 1 Solopreneur →
Self-Employed tiers →
ⓘ Good to know

No QBO subscription needed at this stage. Brian tracks your records manually and packages everything your CPA needs for Schedule C at year-end.

YEAR 1 • TRACK 0.5
Startup Solopreneur
$175 – $275
per month • QBO Simple Start included

For Year 1 entrepreneurs, gig economy workers, and recent Essential Starter graduates stepping into formal bookkeeping with QuickBooks for the first time.

  • Bank & credit card reconciliation
  • Income & expense categorization
  • Monthly P&L statement
  • QBO Simple Start setup & ongoing management
  • 1099 & gig income tracking
  • Self-employment tax awareness & SE deduction tracking
  • Tax-ready annual package organized for your CPA
  • Startup business registration guidance (add-on available)
  • Path to Foundation or Professional when business grows
Book Free Consultation
↑
When you outgrow this tier

Startup Solopreneur is your launchpad. As your revenue, transaction volume, or team grows, you’ll graduate naturally into a Self-Employed tier.

Foundation → 75+ transactions / established
Professional → Multiple streams / contractors
ⓘ QBO Simple Start

QBO subscription is included at standard retail pricing. Brian’s ProAdvisor discount is retained as a service margin — no hidden markup passed to you.

Foundation
$350 – $500
per month • rate confirmed at consultation

Established solopreneurs & 1099 contractors — up to 75 transactions, 1–2 accounts. QBO Simple Start minimum.

  • Bank & credit card reconciliation
  • Income & expense categorization
  • Monthly P&L & balance sheet
  • QBO setup & optimization
  • Tax-ready annual package for CPA
  • Email support
Book Free Consultation
MOST POPULAR
Professional
$575 – $875
per month • rate confirmed at consultation

Self-employed with contractors or multiple revenue streams — up to 150 transactions. QBO Essentials minimum.

  • Everything in Foundation
  • Accounts payable & receivable
  • Invoice & 1099 contractor management
  • Financial analysis & reporting
  • Cash flow review
  • Monthly advisory call (30 min)
Book Free Consultation
Strategic
$975 – $1,600
per month • rate confirmed at consultation

High-revenue solopreneurs needing strategic guidance — 150+ transactions, complex structure. QBO Plus minimum.

  • Everything in Professional
  • Financial planning & projections
  • Budget vs. actual analysis
  • KPI dashboard & benchmarking
  • Bi-weekly CAS advisory calls
  • Annual written financial plan
Book Free Consultation
Essential
$675 – $975
per month • 1–5 employees

Small teams — full bookkeeping plus payroll for up to 5 employees. QBO Essentials minimum.

  • Bank & credit card reconciliation
  • Monthly P&L & balance sheet
  • Payroll (1–5 employees)
  • Payroll tax filings
  • QBO management
  • Tax-ready annual package for CPA
Book Free Consultation
MOST POPULAR
Professional
$1,150 – $1,750
per month • 6–15 employees

Growing teams — full-service bookkeeping, payroll, HR basics, and financial advisory. QBO Plus minimum.

  • Everything in Essential
  • Payroll (6–15 employees)
  • HR compliance basics
  • Financial analysis & reporting
  • AP/AR management
  • Monthly advisory call
Book Free Consultation
Executive
$1,950 – $2,900
per month • 16–25 employees

Established organizations — full HR compliance, forecasting, and fractional CFO. QBO Advanced minimum.

  • Everything in Professional
  • Payroll (16–25 employees)
  • Full HR compliance support
  • Financial forecasting
  • KPI dashboard
  • Bi-weekly CFO advisory
Book Free Consultation
Medium Business
$2,800 – $4,500
per month • 26–50 employees

Scaling organizations — multi-department reporting, fractional CFO, and advanced compliance. QBO Advanced.

  • Everything in Executive
  • Payroll (26–50 employees)
  • Multi-department reporting
  • Advanced HR compliance
  • Fractional CFO advisory
Book Free Consultation
Enterprise
$4,500 – $7,500
per month • 51–100 employees

Complex organizations — board-level reporting, multi-entity accounting, institutional compliance. QBO Advanced.

  • Full-scope bookkeeping
  • Payroll (51–100 employees)
  • Board-level reporting
  • Multi-entity accounting
  • DoE/VA audit advisory available
Book Free Consultation
Large Corporation
Custom Pricing
100+ employees • negotiated

Discovery engagement required. Scope, pricing, and deliverables defined by signed agreement.

  • Everything in Enterprise
  • 100+ employees
  • DoE / VA / Federal audit advisory
  • Custom reporting & dashboards
  • Discovery engagement required
Request Discovery Call

All services below are available in addition to any monthly tier. Pricing is scoped and confirmed at consultation based on your specific needs — no ranges listed here intentionally.

📊 Financial Advisory & Planning
Cash Flow Forecasting & AnalysisMonthly Add-On

13-week rolling cash flow forecast with scenario planning and trend reporting.

KPI Dashboard DevelopmentMonthly Add-On

Custom QBO or spreadsheet KPI dashboard, updated and delivered monthly.

Break-Even & Profitability AnalysisUpfront Project

Detailed break-even analysis with margin and profitability modeling.

Budget DevelopmentUpfront Project

Annual operating budget build-out with variance tracking setup in QBO or Excel.

Fractional CFO AdvisoryMonthly Add-On

Strategic financial leadership, board-level prep, lender and investor reporting.

Financial Projections & ForecastingUpfront Project

Multi-year financial projections for business planning, lending, or investor use.

🧾 Payroll & Tax Prep Support
Payroll Add-OnMonthly Add-On

Employee payroll processing added to a self-employed or startup tier as your team grows.

1099-NEC Filing PackageAnnual / Per Filing

Preparation and filing of 1099-NEC forms for all contractors at year-end.

Payroll Tax Filing Catch-UpUpfront Project

Prior-period payroll tax form catch-up for 941, W-2, and W-3 when behind.

🔍 HR & Compliance
HR File AuditUpfront Project

Comprehensive review of employee files for I-9, W-4, offer letter, and policy compliance.

HR Compliance ReviewMonthly Add-On

Ongoing advisory for HR policy, worker classification, and regulatory changes.

Business Regulatory Compliance AuditUpfront Project

Advisory review of business licenses, state registrations, and regulatory obligations.

Worker Classification ReviewUpfront Project

1099 vs. W-2 classification analysis for existing or new contractor relationships.

🏭 Nonprofit & Grant Services
Nonprofit QBO Setup & Fund AccountingUpfront Project

QBO configuration with fund accounting, restricted/unrestricted classifications, and donor tracking.

Nonprofit Compliance ReportingMonthly Add-On

Ongoing compliance reporting, 990 prep support, and grant expense tracking.

Grant Writing & Funding IdentificationPer Application

NC Certified Grant Writer since 1998. Federal, state, foundation, and private grants.

📄 Setup, Cleanup & Transition
Startup Business PackageUpfront Project

Business registration research, EIN guidance, QBO initial setup, and chart of accounts build.

Historical Records CleanupUpfront Project

Cleanup of unreconciled or disorganized books ranging from 1 to 36 months of history. Scoped and priced at consultation.

QBO Migration / ConversionUpfront Project

Migration from desktop QuickBooks, spreadsheets, or another platform to QBO.

Personal/Business Account SeparationMonthly Premium

Applied while personal and business transactions remain commingled. Eliminated once accounts are separated.

✏️ Notary & Document Services
NC Notary ServicesPer Service

Standard notarizations for NC clients at NC statutory maximum rates.

NC eNotary ServicesPer Service

Electronic notarizations for NC clients. Remote online notarization available.

🏫 Institutional Audit Advisory ENTERPRISE & LARGE CORP ONLY
Dept. of Education Financial Audit SupportUpfront Project

Advisory support for institutions subject to DoE financial audit requirements. Not CPA-level attest services.

VA / Veterans Benefits Program Audit AdvisoryUpfront Project

Advisory support for VA-affiliated organizations and Veterans Benefits program compliance reviews.

Federal Program Compliance ReviewUpfront Project

Advisory compliance review for organizations receiving federal funding or subject to federal program requirements.

All add-on and ad hoc service pricing is scoped and confirmed at your free consultation. Fees vary based on scope, complexity, and engagement tier.

📅 Schedule a Free Consultation

🆕 Available Discounts — Confirmed at Consultation

Founding Client 10% off permanently
6-Month Agreement 8% off
12-Month Agreement 12% off
24-Month Agreement 18% off
Referral Discount 5–12% off for 6 months
Historical Cleanup separate upfront project fee
Personal/Business Separation monthly premium until separated

What’s Included & What’s Not

Transparency is a core principle. Here is exactly what Brian’s services cover and what falls outside the scope of engagement.

✓ Included in Services

  • Monthly bookkeeping & reconciliation
  • Accounts payable & receivable management
  • Monthly P&L, balance sheet, cash flow
  • Full payroll processing (any organization size)
  • Payroll tax filings (941, W-2, W-3, 1099)
  • QuickBooks Online setup & management
  • HR compliance support & advisory
  • Business Regulatory Compliance Audit (advisory)
  • HR File Auditing Services
  • Historical records cleanup (upfront project)
  • Personal/business account separation support
  • Financial planning, budgeting & advisory (CAS)
  • Cash flow forecasting & KPI dashboards
  • Grant writing & funding identification
  • DoE / VA / Federal audit advisory (Enterprise only)
  • NC Notary & eNotary services
  • Year-end books prepared & organized for your CPA
  • Nonprofit QBO setup & fund accounting

✗ Outside Scope of Engagement

  • Tax return preparation or filing (federal or state)
  • IRS representation or correspondence
  • Attest or audit services (CPA-only)
  • Legal advice of any kind
  • Securities or investment advice
  • Financial statement audits (CPA-only)
  • Insurance advice or brokerage
  • Collection services or debt recovery
⚠ Disclaimer: Brian L. Lewis-Hardy, MA, BS is not a CPA. All services are bookkeeping, advisory, and financial management services. Tax preparation, IRS representation, attest services, and legal advice are outside the scope of this practice. DoE, VA, and Federal audit services are advisory only and available exclusively at Enterprise and Large Corporation tiers.

Get in Touch

Ready to get started or have questions? Reach out by text, call, or book a free consultation directly on the calendar.

📧
Email
brianlamontlewishardy@gmail.com
📞
Phone & Text
(919) 797-7522
📅
Schedule Online
Book your free consultation
👥
LinkedIn
Connect on LinkedIn
🌎
Service Area
All 50 States — 100% Virtual

Availability

Texts — Mon – Fri 8:00 AM – 6:00 PM ET
Calls — Mon – Fri 6:00 PM – 11:00 PM ET
Calls — Sat & Sun 8:00 AM – 11:00 PM ET
Consultations By appointment — book online