Monthly Bookkeeping Services — Pricing Options

Accurate, timely bookkeeping is essential for healthy finances and informed business decisions. Below are typical monthly bookkeeping service tiers to suit different business sizes and needs. Prices are illustrative; actual quotes depend on transaction volume, complexity, software, and required reporting.

Standard — For small businesses with moderate activity

• Monthly fee range: $350–$700

• Includes everything in Basic, plus:

  • Reconciliation of up to ~300 transactions/month

  • Payroll data entry for 1–2 payroll runs (payroll service fees may be extra)

  • Sales tax tracking and preparation for filing

  • Up to two monthly consultations (phone or video)

• Best for: Small businesses with steady sales, light inventory, or periodic payroll

Full-Service/Custom — For larger or complex operations

• Monthly fee range: $1,500–$5,000+

• Includes everything in Advanced, plus:

  • Unlimited transaction volume handling or custom transaction thresholds

  • Advanced reporting, consolidated financial statements, and custom dashboards

  • Year-end close support and coordination with your CPA

• Best for: Mid-size businesses, multi-entity companies, high-volume retailers, or businesses requiring bespoke bookkeeping workflows

Advanced — For growing businesses or those with moderate complexity

• Monthly fee range: $700–$1,500

• Includes everything in Standard, plus:

  • Reconciliation of up to ~1,000 transactions/month

  • Management of accounts payable and receivable (including invoice creation and collections support)

  • Regular catch-up support and unlimited email support

• Best for: Growing companies, retail operations, businesses with

Quarterly Bookkeeping Services — pricing tiers to fit your needs

Focused, approachable, and results-driven, our sales manager builds strong relationships and connects clients to the right solutions with clarity and care. Below are our Quarterly Bookkeeping Services, structured in three pricing tiers so you can choose the level of support that best matches your business size and complexity.

Professional — Best for growing small businesses

• Price: $550 per quarter

• Services included:

  • Transaction categorization (up to 1,000 transactions)

  • Bank, credit card, and loan account reconciliations

  • Accounts receivable and payable management

  • Quarterly financial statements with variance analysis

  • Quarterly strategy call with sales manager to align financials and business goals (45 minutes)

  • Monthly bookkeeping catch-up if needed (up to 2 hours)

  • Priority email support and phone support during business hours

Additional services often billed separately or added to packages:

• Catch-up bookkeeping (if books are behind)

• Payroll processing (payroll tax filings and payments)

• Sales tax filings in multiple jurisdictions

• Accounts receivable collections or outsourced AP

• Clean-up and accounting system conversions

• Year-end tax preparation support (coordination with tax preparer; taxes billed separately)

Premium — Best for established small to mid-size businesses

• Price: $1,200 per quarter

• Services included:

  • Transaction categorization (unlimited within reason; typical small-business volumes)

  • Full reconciliations across all accounts

  • Accounts receivable and payable management and aging reviews

  • Quarterly financial statements with detailed commentary and KPI dashboard

  • Quarterly strategy and review meeting with sales manager and senior accountant (60 minutes)

  • Monthly bookkeeping and adjustments as needed (up to 6 hours)

  • Payroll coordination and basic payroll review (payroll costs not included)

  • Year-end preparation support for accountant or tax preparer

  • Priority phone and email support, plus one emergency support session per quarter