Our Approach
Clear, Value-Based Pricing Tailored To You
No rigid tiers. No surprise bills. No hourly tracking. We build fully customizable pricing packages based entirely on your unique needs and the specific value we deliver. You will always know your exact monthly investment upfront — making your budgeting and cash flow planning completely stress-free.
Although our bookkeeping service packages are fully customizable, most business owners like to have an idea of the costs involved up-front. Take a look at our three most popular packages with estimated prices.
Standard
Perfect for micro to small businesses looking for basic services.
- Up to 2 bank or credit card accounts
- Up to 50 transactions recorded per month
- Month-end close with account reconciliations
- Basic Financial Reporting Package
- Training at the client's request
- Unlimited Support & Communication
- One 1-hour virtual meeting per month
Professional
Perfect for small to medium size businesses with a need for occasional accounting data research projects
- Up to 3 bank or credit card accounts
- Up to 100 transactions recorded per month
- Month-end close with account reconcilliations
- Financial Reporting Package with video presentation of financials
- Unlimited Support & Communication
- One 1-hour virtual meeting per month
- Special Projects based on accounting data research as needed upon request
Premium
Perfect for larger businesses with a need for custom reporting and budget analysis.
- Up to 5 bank or credit card accounts
- Up to 200 transactions recorded per month
- Month-end close with account reconcilliations
- Financial Reporting Package with video presentation of financials and budget analysis
- Unlimited Support & Communication
- Two 1-hour virtual meetings per month
- Special Projects based on accounting data research as needed upon request
- Annual budget creation with monthly analysis and proactive guidance
All prices are estimates of our most popular quantity Groupings
Add-On Services
Accounts Payable with Digital Bill Pay — To record and process bills, acquire payment approvals, and electronically pay bills.
Up to 10 bills per month: $100
Up to 50 bills per month: $500
Up to 100 bills per month: $1,000
Accounts Receivable — Invoices processed and electronically submitted to clients for payment through the merchant services system upon client's approval.
Up to 10 invoices per month: $100
Up to 50 invoices per month: $500
Up to 100 invoices per month: $1,000
Payroll Support — Compliant payroll processing tailored to your company's staffing
Up to 5 employees on a bi-weekly payroll per month: $100
Up to 15 employees on a bi-weekly payroll per month: $300
Up to 25 employees on a bi-weekly payroll per month: $500
Sales Tax Filing — Monthly returns prepared and electronically submitted with tax payment to required jurisdictions.
Up to 3 jurisdictions per month: $100
Budget Tracking & Reporting — Create an annual budget and perform monthly actual vs budget analysis and reporting.
Up to 2 separate locations or classes per month: $100
All one-time services will be performed with the first month of service if they are needed in order to move forward with clean and current accounting data for monthly bookkeeping
Initial One-Time Services
Accounting Data Diagnostic — A thorough analysis of your current financial records with a written findings report and a clear transition plan.
Flat fee: $500
Books Clean-up and Catch-up — Catch-up and clean-up of incorrect or incomplete accounting data.
Clean-up to correct errors and research anomalies of historical data. For each month that needs to be fixed: $400
Catch-up to bring in missing accounting data without errors. For each month that is behind: $350
QuickBooks Online Setup & Migration — To setup a new QuickBooks Online accounting file, or convert from another software
Accounting software setup or conversion: $800
New Client Onboarding & Training — Initial document collection, completion of onboarding paperwork, and secure client portal setup.
For up to 2 business owners: $200.00