Services & Pricing

Monthly Bookkeeping Packages

For businesses with current and organized bookkeeping records

Catch-up bookkeeping, cleanup, and historical corrections are available separately.

Basic Bookkeeping — $300/month

For small businesses needing reliable monthly bookkeeping maintenance.

Includes:

  • Up to 75 bank feed transactions per month

  • Up to 75 invoice and bill recording entries per month
    (recording only — no invoice sending and no bill payments)

  • Up to 2 bank and credit card reconciliations

  • Payroll summary recording only
    (no payroll processing)

  • Monthly Profit & Loss report

  • Monthly Balance Sheet report

  • Email support

Standard Bookkeeping — $500/month

For growing businesses needing more detailed monthly bookkeeping support.

Includes:

  • Up to 150 bank feed transactions per month

  • Up to 150 invoice and bill recording entries per month
    (recording only — no invoice sending and no bill payments)

  • Up to 3 bank and credit card reconciliations

  • Payroll summary recording only
    (no payroll processing)

  • Accrual and deferral adjustments

  • Monthly Profit & Loss report

  • Monthly Balance Sheet report

  • Email support

Premium Bookkeeping — $700/month

For established businesses requiring advanced monthly bookkeeping support.

Includes:

  • Up to 250 bank feed transactions per month

  • Up to 250 invoice and bill recording entries per month
    (recording only — no invoice sending and no bill payments)

  • Up to 4 bank and credit card reconciliations

  • Loan reconciliation

  • Monthly Financial Review

  • Payroll summary recording only
    (no payroll processing)

  • Accrual and deferral adjustments

  • Depreciation and fixed asset entries

  • Month-end closing procedures

  • Monthly Profit & Loss report

  • Monthly Balance Sheet report

  • Email support

Catch-Up Bookkeeping & Cleanup Services

For businesses that need their books brought up to date before starting monthly bookkeeping.

Includes:

  • Review of existing QuickBooks Online records

  • Bank and credit card account cleanup

  • Historical transaction categorization

  • Account reconciliation

  • Correction of bookkeeping errors

  • Review of income and expense classification

  • Bringing books current for ongoing monthly bookkeeping

Pricing:
Quoted separately based on:

  • Number of months behind

  • Number of accounts

  • Transaction volume

  • Complexity of records

Not Included in Any Package:

  • Payroll processing

  • Payroll tax preparation or filing

  • Sales tax preparation or filing

  • Income tax preparation or filing

  • Creating or sending customer invoices

  • Paying vendor bills

  • KPI dashboards or financial analytics

  • Budgeting and forecasting

  • Audit services

  • Tax advisory services

Client testimonials