Clear bookkeeping prices, published up front
Monthly packages are priced by transaction volume and number of accounts. Cleanup and catch-up are priced per month of books. Your exact fee is confirmed in writing before any work begins, and nothing is charged until you sign.
At least 20% below comparable CPA firms · No long-term contract · Free consultation & assessment · Fee confirmed in writing
Monthly bookkeeping packages
Essential
Freelancers, consultants and small service businesses with simple activity.
From $290/month
- Up to 100 transactions a month
- Up to 3 bank and card accounts
- Cash basis
- Transaction categorization
- Bank and credit card reconciliations
- Monthly Profit & Loss and Balance Sheet
- Open-questions list each month
Growth
Growing businesses with payroll, more accounts and owners who want monthly insight.
From $560/month
- 101–300 transactions a month
- Up to 8 bank and card accounts
- Payroll journal entries, accrual adjustments
- Transaction categorization
- Bank and credit card reconciliations
- Monthly Profit & Loss and Balance Sheet
- Open-questions list each month
- Monthly financial summary
- Year-end package for your tax preparer
Advanced
Higher-volume, inventory or multi-entity businesses that need tighter month-end work.
From $1,080/month
- 301+ transactions a month
- Class or location tracking, inventory, ecommerce
- Two or more entities
- Transaction categorization
- Bank and credit card reconciliations
- Monthly Profit & Loss and Balance Sheet
- Open-questions list each month
- Monthly financial summary
- A/R and A/P aging reports
- Year-end package for your tax preparer
Historical cleanup, catch-up, payroll processing, tax returns and accounting software subscriptions are billed separately. Larger or multi-entity businesses get a custom quote.
Compare the packages line by line
| What you get | Essential | Growth | Advanced |
|---|---|---|---|
| Size and setup | |||
| Starting price | $290/month | $560/month | $1,080/month |
| Transactions a month | Up to 100 | 101–300 | 301+ |
| Bank and card accounts included | Up to 3 | Up to 8 | Set with your quote |
| Accounting basis | Cash | Cash with accrual adjustments | Accrual |
| Entities | One | One | Two or more |
| Every month | |||
| Every transaction reviewed and categorized | |||
| Bank and credit card accounts reconciled to statements | |||
| Loan payments and owner draws recorded correctly | |||
| Duplicate and uncategorized transaction checks | |||
| Payroll journal entries from your payroll reports | |||
| Accruals, prepaid expenses and depreciation entries | |||
| Class, location or department tracking | |||
| Inventory, cost of goods sold and marketplace clearing accounts | |||
| Reports you receive | |||
| Profit & Loss statement and Balance Sheet | |||
| Reconciliation status for every account | |||
| One short list of open questions | |||
| Written monthly summary of what changed | |||
| A/R and A/P aging reports | |||
| Year-end package for your tax return | |||
| Reports delivered | By the 15th | By the 15th | By the 15th |
| Working together | |||
| Questions by email, answered by the accounting team | |||
| Scheduled call to walk through your numbers | On request | On request | On request |
| Contract | Month to month | Month to month | Month to month |
Monthly reports by the 15th of the following month, once statements and answers to open questions are in. Payroll processing, sales tax filing and tax returns are separate services; your quote lists exactly what is included.
What businesses like yours typically pay
| Business (example) | Package | Monthly fee | One-time |
|---|---|---|---|
| Independent consultantSingle-member LLC · about 40 transactions a month · 1 checking, 1 card · books current | Essential · under 50 transactionsSimple activity on cash basis, so the entry band fits. | $290/month | None |
| Home-services contractorSole proprietor · about 90 transactions a month · 3 accounts · 4 months behind | Essential · 50–100 transactionsThe missing months are brought current first, then monthly work starts from a clean balance. | $360/month | $480Catch-up: 4 months × $120 (light) |
| Dental practiceS corporation · about 180 transactions a month · 5 accounts · payroll · moving off QuickBooks Desktop | Growth · 101–200 transactionsPayroll journals and more accounts move it into Growth; the migration is a one-time project. | $560/month | $880Move from QuickBooks Desktop to QuickBooks Online, with opening balances |
| Neighborhood restaurantLLC taxed as S corporation · about 260 transactions a month · 7 accounts · POS deposits and tips | Growth · 201–300 transactionsPOS deposits matched to sales, tips and merchant fees recorded, accrual adjustments at month-end. | $720/month | None |
| Online store with inventoryTwo LLCs · about 700 transactions a month · Shopify and Amazon payouts · inventory | Advanced · 501–1,000 transactionsMarketplace clearing accounts, inventory and two entities need accrual books and tighter month-end work. | $1,580/month | None |
What sets your monthly price
Transactions a month
Each line on a bank or card statement. This is the biggest factor, and it sets your band.
Bank, card and loan accounts
Each account is reconciled to its statement every month, so more accounts means more work.
Cash or accrual basis
Accrual books add entries for unpaid bills, unbilled revenue, prepaids and depreciation.
Payroll
Payroll runs are recorded from your provider's reports, split into wages, taxes and benefits.
Inventory and sales channels
Shopify, Amazon, Square or Toast payouts are recorded gross, with fees, refunds and cost of goods sold.
Classes, locations or entities
Reporting by location or department, or a second company, means more coding and more reconciliations.
Budget the whole year: bookkeeping plus your tax return
| Bookkeeping | Business return | 12 months of bookkeeping | Return | Year total |
|---|---|---|---|---|
| EssentialUnder 50 transactions · $290/month | Form 1040 with one Schedule CSole proprietors and single-member LLCs | $3,480 | $680 | $4,160about $347 a month |
| Growth101–200 transactions · $560/month | Form 1120-S or 1065 (small)S corporations and partnerships under $250K revenue | $6,720 | $780 | $7,500about $625 a month |
| Growth201–300 transactions · $720/month | Form 1120-S or 1065 (established)S corporations and partnerships, $250K–$1M revenue | $8,640 | $1,180 | $9,820about $818 a month |
| Advanced301–500 transactions · $1,080/month | Form 1120-S or 1065 (complex)$1M–$5M revenue, inventory or several states | $12,960 | $1,780 | $14,740about $1,228 a month |
Standard published prices, shown so you can budget; no bundle discount is implied. Quarterly estimated tax calculations for an owner add $320 per quarter. State returns, payroll and sales tax are priced separately. Your fees are confirmed in the engagement letter.
Cleanup and catch-up rates
What sets the total
- Number of months or years outstanding
- Bank, card and loan accounts involved
- Transactions per month
- Whether statements and receipts are available
- Prior errors, duplicates and unreconciled balances
- Payroll or sales tax activity
- Deadline you are working to
Setup and add-ons
Billed separately
- Historical cleanup and catch-up (priced per month of books)
- Running payroll and filing payroll taxes
- Tax return preparation
- Sales tax filing
- Accounting software subscriptions (billed by the vendor)
- Advisory projects such as budgets, forecasts or lender packages
Between two packages?
Send us a few details and we'll tell you which band fits, or put together a custom quote for multi-entity and high-volume businesses.
Get your personalized bookkeeping quote
A few details help us come back with the right package or a written cleanup quote. There is no cost and no obligation.
- Reply within one business day
- Fee confirmed in writing before any work
- CPA-led, QuickBooks ProAdvisor certified team
Please don’t send bank passwords, SSNs or statements through this form. Once you’re a client, documents go through our secure client portal.
Pricing questions
Bookkeeping reports are management reports for running the business and preparing tax returns. They are not audited, reviewed or compiled financial statements; those are separate engagements.