Bookkeeping & Accounting Pricing
Structured monthly support designed to keep your records accurate, your tax filings aligned, and your financial reporting usable.
Starting rates are shown below. Final pricing depends on transaction volume, number of accounts, and scope.
From Clean Books to Clear Decisions.
Whether you need streamlined bookkeeping or deeper financial oversight, our layered services are designed to give you:
- reliable numbers you can trust
- visibility into what’s working
- financials that support tax and planning
- support that scales with your business
Most clients begin with bookkeeping and add tax preparation or financial review as activity grows.
Bookkeeping → Financial Review → Advisory
Each layer builds on the last. Nothing is duplicated.
Bookkeeping Packages
The foundation for accurate reporting and tax-ready financials.
All Bookkeeping Packages Include
Essential Bookkeeping
Starting at $600/Month
For lower-volume businesses needing reliable books and tax-ready records.
Typical fit: under ~$100K revenue
Includes:
- Up to 100 transactions/month
- 2 accounts
- Monthly financials
- Year-end tax-ready reports
Standard Bookkeeping
Starting at $900/month
For growing businesses needing consistent reporting and visibility.
Typical fit: $100K–$500K revenue
Includes everything in Essential, plus:
- Up to 250 transactions/month
- 4 accounts
- Monthly financial statements
- Quarterly review call
- Quarterly sales tax filings
- Year-end coordination with your tax preparer (or us)
Premium Bookkeeping
Starting at $1,500/month
For higher-volume or operational businesses where timing and accuracy matter.
Typical fit: $500K–$2M+
Includes everything in Standard, plus:
- 500+ transactions/month
- 5+ accounts
- Monthly P&L, Balance Sheet, Cash Flow
- Payroll coordination
- Monthly sales tax filing
- Year-end coordination with tax preparation
Bookkeeping Add-Ons
Support added only where needed.
|
Additional accounts |
+$50/mo each |
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Extra transaction tier |
+$150/mo – For accounts exceeding your package’s monthly transaction limit. |
|
Sales tax filing (monthly) |
+$150/mo |
|
Catch-up bookkeeping |
$200/hr or packaged by month |
|
Payroll processing |
From $175–$300+/month depending on the number of employees and complexity of payroll. |
|
Accounts payable/receivable management |
Custom quote |
|
Job/Dept Tracking |
from $200-$400/month + depending on complexity |
|
Inventory Tracking |
From $150+ for basic to $250/350+ for advanced tracking |
FINANCIAL REVIEW & ACCOUNTING OVERSIGHT
(Optional Add-On)
For businesses that already maintain bookkeeping but want experienced review and interpretation.
Starting at $500/month
Monthly or quarterly cadence
Includes
Best for:
Important:
Financial review explains what changed and why.
It does not include decision-making or planning sessions.
ADVISORY & STRATEGY
(Separate Service)
For businesses needing guidance on what to do next — not just what happened.
Starting at $1,500 per session or monthly
Advisory includes:
Best suited for businesses making active financial decisions.
Coordinated Financial Support
Many clients maintain bookkeeping and tax preparation together so reporting and filings remain aligned throughout the year.
This typically results in:
- cleaner financials
- smoother filing
- fewer timing issues
Tax pricing available separately.
What Shapes Your Pricing
Every quote is customized so you pay for what you actually need.
Key factors include:
- Transaction volume
- Number of bank, credit card, and loan accounts
- Industry-specific compliance needs
- Add-on services (payroll, A/P, A/R, inventory)
- Advisory meeting frequency
- Catch-up or cleanup work
You’ll always understand what drives your pricing.
Most businesses begin in Essential or Standard and scale as activity increases.
Next Steps
If you’re ready for consistent bookkeeping and aligned tax support, schedule a consult so we can confirm scope and timing.