Your monthly price has two parts: a bookkeeping charge of $3 per transaction, based on your average volume over the previous three months, plus a flat plan fee for the level of support you choose. Your transaction volume never forces you into a higher plan, and you can change plans whenever your needs change.
For businesses that need the essentials done right, every month.
Plan fee: none
Example: 100 transactions a month comes to $300/mo total
Transactions categorized: every bank and credit card transaction is reviewed and categorized in QuickBooks, so your reports reflect what actually happened.
Accounts reconciled: each account is matched to its statement every month. If the numbers do not tie out, we find out why.
Monthly reports: you receive a profit & loss statement and a balance sheet each month, so you always know what you earned, what you spent, and where the business stands.
Email support: questions about your books, answered by email within one business day. If a question turns into a project, we quote it first. You are never billed by surprise.
For growing businesses that need help keeping up with bills and invoices.
Plan fee: +$100/mo
Example: 100 transactions a month comes to $300 + $100 plan fee = $400/mo total
The bookkeeping basics: transactions categorized, every account reconciled, and monthly profit & loss and balance sheet reports are all included.
Accounts payable: we track your bills and their due dates, so nothing is paid late or twice.
Accounts receivable: we track who owes you and follow up on overdue invoices, so money you have earned does not slip through the cracks.
Quarterly review call: a 30-minute video call each quarter. We walk through your numbers in plain English, compare the quarter with the one before, flag anything unusual, and agree on next steps. A short written summary follows.
Email support: questions about your books, answered by email within one business day.
For established businesses that want priority handling and regular strategy time.
Plan fee: +$250/mo
Example: 100 transactions a month comes to $300 + $250 plan fee = $550/mo total
The full bookkeeping service: transactions categorized, every account reconciled, monthly reports, and accounts payable and receivable all handled for you.
Monthly strategy call: a 45-minute video call each month. We review your budget versus your actual results, your cash outlook for the next month or two, your margins, and upcoming expenses. A short written summary and action items follow each call.
Priority turnaround and support: your books are handled first each month, and your emails get priority responses.
Year-end CPA package: after the December close, one organized package for your CPA: year-end reports, reconciliations and statements, equipment and loan records, and contractor payment totals for 1099s, delivered by the end of January. We also answer your CPA's bookkeeping questions during tax preparation.
The $250 monthly minimum applies to the bookkeeping charge. Your plan fee is added on top.
Averaging three months smooths out a busy or slow month, so your rate is based on your normal workload.
We count the transactions in your last three complete months of activity.
We divide the three-month total by three to find your average monthly volume.
That average, multiplied by $3, is your bookkeeping charge for the next quarter. We recalculate it every three months.
Then add your plan fee: Essential has none, Growth is $100/month, and Premium is $250/month. The plan fee only changes if you change plans.
A transaction is an individual bank or credit card activity line that we categorize and reconcile.
Newer business? If you do not have three months of history yet, we will estimate your first quarter and adjust your rate once we have three complete months.
Starting at $499, quoted per project
Starting at $349
$25 per notarization
$15 per document + travel
Not sure which fits? Book a free consultation and we'll recommend honestly.