Monthly Bookkeeping Services:
Tier 1: Small Business
- 0-50 transactions/month: $395/month
- Best for: Solopreneurs, freelancers, service-based businesses with simple operations
Tier 2: Growing Business
- 51-100 transactions/month: $595/month
- Best for: Small businesses with regular revenue, multiple expense categories
Tier 3: Established Business
- 101-200 transactions/month: $795/month
- Best for: Businesses with multiple revenue streams, regular inventory purchases
Tier 4: High-Volume or Complex
- 200+ transactions/month OR specialized needs: Starting at $995/month (custom pricing)
- Best for: Businesses with high transaction volume, multiple entities, or industry-specific requirements
What's Included in All Tiers:
- Monthly transaction categorization and entry
- Bank & credit card reconciliation
- Monthly financial statements (Profit & Loss, Balance Sheet)
- Basic payroll categorization (if using a payroll service like Gusto or ADP)
- Email/phone support for questions
- Monthly or Quarterly Insights & Alignment Session
When You Need Custom Pricing
Some businesses have needs beyond transaction volume. We provide customized quotes for:
Industry-Specific Requirements:
- Law firms (trust accounting, IOLTA compliance, matter-based tracking)
- Construction (job costing, progress billing, retention tracking)
- E-commerce (inventory management, multi-channel sales reconciliation)
- Restaurants (daily sales reconciliation, tip allocation, inventory)
- Real estate (property-level tracking, tenant ledgers, 1099 management)
Operational Complexity:
- Multiple business entities or locations
- Multi-state operations
- Inventory tracking and cost of goods sold
- Job costing or project-based accounting
- Revenue recognition complexities
- Integration with specialized industry software
Additional Services:
- Accounts payable/receivable management
- Payroll processing
- Bill pay services
- 1099 contractor management
- Sales tax filing
These factors affect pricing because they require specialized knowledge, additional time, or custom workflows. During your free consultation, we'll assess your specific needs and provide a transparent, fixed monthly quote.
One-Time Services:
Bookkeeping Catch-Up/Cleanup:
- Starting at $400 per month of cleanup work
- Example: 6 months of messy books = $2,400-$3,000 depending on complexity
What Counts as a "Transaction"?
We count everything that touches your books:
- Income (customer payments, deposits)
- Expenses (purchases, bills paid, credit card charges)
- Transfers between accounts
- Loan payments
- Credit card payments
- Payroll (each pay run typically counts as 3-5 transactions)
Not sure what your average is? We'll review 2-3 months of your bank and credit card statements during your free consultation and give you an exact tier and price.
Why Fixed Monthly Pricing?
We believe in predictable costs. You'll know exactly what you're paying each month—no surprise invoices, no hourly billing creep. If your transaction volume fluctuates seasonally, we can discuss adjusted pricing for high/low months.
