Monthly Bookkeeping and More

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Starting at $300/month

Best for service-based businesses with simple operations.

Includes:

• Up to 2 financial accounts (bank/credit card)
• Up to ~100 transactions per month
• Monthly reconciliation
• Monthly P&L + Balance Sheet
• Basic email support
• Year-end tax-ready package
   

Not included:

• Payroll
• Sales tax filing
• A/R or A/P management

Starting at $750/month

Best for growing businesses with moderate transaction volume.

Includes:

• Up to 4 financial accounts
• Up to ~250 transactions per month
• Monthly reconciliation
• Monthly P&L + Balance Sheet
• Monthly cash summary overview
• Limited A/R or A/P oversight
• Year-end tax-ready package
   

Not included:

• Payroll (available as add-on)
• Inventory-heavy accounting

 Starting at $1,200/month

Best for businesses with multiple accounts, higher volume, or operational complexity.

Includes:

• Up to 6–8 financial accounts
• Up to ~500 transactions per month
• Monthly reconciliation
• P&L + Balance Sheet + cash flow overview
• Basic A/R and A/P management
• Quarterly review call
• Year-end tax-ready package
   

Add-ons available as needed.

Clear financial backlog, clean accounts, ready for tax prep or monthly books.

Investment Range (flat rates):

• Light Backlog 

(up to 750 transactions): $300–$1,500
 

• Moderate Backlog 

(4–9 months or up to 2,250 transactions): $1,200–$4,500
 

• Heavier Backlog 

(10–24+ months and up to 250 transaction/month): $3,000–$6,000+
 

Final investment determined after a Books Diagnostic.

Good for business owners who want systems but not monthly service (yet).

• Bookkeeping + Software Setup: $750–$1,200
   
• Includes chart of accounts, bank feeds, automation rules, workflow setup, and 30 days support.

 Payroll Administration: $150–$300/month

(Adjusted based on employee count and payroll frequency)

A/P & A/R Support: $150–$350/month

Sales Tax Management: Price based on frequency and number of jurisdictions