These service packages are provided to give a general idea of the monthly investment required for different levels of bookkeeping services. However, please keep in mind that each package can be fully customized to the client’s specific needs, which may reduce or increase the stated price levels here. Part of the new client onboarding process includes establishing a customized pricing package.

Note: A one-time Onboarding/Cleanup Fee (typically starting at $500) usually applies to get new client’s books current and compliant.

Foundation

$400/month

  • Weekly categorization of up to 75 transactions in QuickBooks Online (cloud-based, with real time access by client)

  • Monthly reconciliation of up to three accounts (bank/credit card).

  • Quarterly and annual profit & loss and balance sheet reports.

Expansion

$750/month

  • Weekly categorization of up to 150 transactions in QuickBooks Online.

  • Monthly reconciliation of up to five accounts (bank and/or credit card).

  • Quarterly and annual profit & loss and balance sheet reports.

  • Management of Accounts Payable up to 12 bills/month.

  • Quarterly meeting

Scale

$1200/month

  • Weekly categorization of up to 300 transactions in QuickBooks Online.

  • Monthly reconciliation of up to eight accounts (bank and/or credit card).

  • Monthly and annual profit & loss, balance sheet, and cash flow reports.

  • Management of Accounts Payable up to 24 bills/month.

  • Quarterly meeting

Custom

$1600/month +

  • Weekly categorization of 300 + transactions in QuickBooks Online.

  • Monthly reconciliation of all accounts (bank and/or credit card).

  • Monthly and annual profit & loss, balance sheet, and cash flow reports, and customized reporting as needed.

  • Full A/P and A/R management.

  • Payroll

  • 1099 management

  • Monthly meeting.