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.