Our Monthly Bookkeeping Service Prices

*Please note that our New Client Onboarding is a one-time fee.

Description

Price

*Onboarding

Expense Cap

Bank and/or Credit Card Accounts (Total)

Additional Bank/Credit Card Accounts

Integrations

Weekly/Monthly Bookkeeping

Accrual/Cash Basis Accounting

Frequency (Weekly or Monthly)

State Tax Filing (Monthly or Quarterly)

Custom Chart of Accounts

Quarterly Business Review

Account Review Call (Monthly)

Foundation

$299

$699

$20,000

4

$4

1

Monthly

Cash

Weekly

Quarterly

X

X

X

Precision

$399

$699

$40,000

6

$5

2

Weekly

Cash

Weekly

Monthly

X

X

Radiance

$599

$699

$60,000

8

$10

3

Weekly

Both

Weekly

Monthly

X

X

Enlightenment

$699

$699

$80,000

12

$10

4

Weekly

Both

Weekly

Monthly

Thrive

$1099

$1099

$100,000

20

$20

6

Weekly

Both

Weekly

Monthly


Clean Up/ Catch Up Price Packages

“Simple” Clean - Up: Getting Back on Track Quickly

$150/Monthly

This level is perfect if you’ve only fallen a little behind-perhaps 1-3 months, or your financial records are generally well-organized but just need a quick tidy-up. You likely have most of your bank and credit card statements readily available, and very few transactions are uncategorized or missing. We’ll swiftly bring everything up to date, reconciling your accounts and ensuring your financial picture is accurate and ready for immediate use.

“Moderate” Clean - Up: Bringing Order to Some Disarray

$250/Monthly

This service is designed for businesses that have fallen 4-9 months behind, or where records might be a bit disarrayed, but not completely overwhelming. You might have some missing statements that need to be tracked down, a good number of transactions that need proper categorization, or a few accounts that haven’t been reconciled in a while. We’ll diligently work through these areas, providing a solid foundation and transforming your jumbled data into clear, actionable financial reports.

“Complex” Clean - Up: A Complete Financial Overhaul

$400/Monthly

This tier is for businesses that are significantly behind-often 10 months or more, or where financial records are in considerable disarray. This might involve extensive missing bank and credit card statements, numerous uncategorized transactions, significant discrepancies across multiple accounts, or a need to reconstruct years of financial activity. We’ll meticulously untangle your financial history, performing deep reconciliation, categorizing every transaction, and building a robust, accurate financial picture from the ground up. This comprehensive service ensure you gain complete clarity and control over your financial past, paving the way for a clear future.