Monthly Bookkeeping Pricing for Growing Small Businesses
Transparent monthly bookkeeping pricing designed for growing small businesses. See what's included and estimate your cost in minutes.
What affects the price?
One-size-fits-all pricing doesn't work. Some businesses are simple. Some are more complex. Here's what can make your price go up or down:
- How busy your accounts are each month
- How many bank accounts, credit cards, or loans you use
- If you write a lot of checks or use payment apps
- How many credit card merchant accounts you use
- Your business yearly revenue
- Whether you want help matching payments to open invoices
- If we help you pay your bills
- If you need to track by job, location, or class
- How often we meet for strategic advisory
Our Service Packages
Monthly Bookkeeping
Accurate and reliable financials
- Monthly bank & credit card reconciliation
- Categorization of all income & expenses
- AR & AP tracking
- Monthly financial statements (P&L, Balance Sheet)
- Monthly review call or written summary
- QuickBooks Online management
- Year-end coordination with your CPA
- Payroll platform support (QBO, Gusto)
Get Started
Business Financial Consulting
Bookkeeping plus advisory sessions
- Everything in Monthly Bookkeeping
- Financial Strategy & Planning
- Cash Flow Management
- Trend identification (good and bad)
- Profitability Analysis
- Debt Reduction planning
- Ongoing Business Advisory
- Monthly strategy sessions
Get Started
Fixing & Organizing
Bookkeeping clean up services
- Custom pricing based on time period & complexity
- QuickBooks Cleanup
- Catch-Up Bookkeeping
- Financial Organization
- Error Detection & Correction
- Bank Reconciliations
- Tax-Ready Books
- Transition to Monthly plan available
Get Custom Quote
Pricing Steps
Discovery Meeting
It starts with a Zoom chat all about your business — when needs and working styles align, that sets the stage for long-term success.
Diagnostic Review
Paid $599 diagnostic review to take a deeper look at your numbers. Applied toward your package price if you sign on.
Pricing Meeting
We craft a custom price just for you based on the diagnostic findings and your goals.
Commitment
Tailored proposal — one-time cleanup project or monthly 12-month bookkeeping plan.
Onboarding
Every promise in your proposal is captured and ready to be executed from day one.
What's Different? Us vs. Them
| Feature / Standard | Our Firm | Most Bookkeeping Options |
|---|---|---|
| U.S. Based, Experienced Team | Yes, all team members | Often outsourced overseas |
| Business & Accounting Background | Degrees & Certifications | General admin or VA experience |
| Low Turnover | Consistent team members | High staff turnover |
| Custom Pricing with Diagnostic | Tailored to your needs | Flat or unclear pricing |
| Strategic Advisory Included | Optional CFO-level insights | Just data entry |
| 1099s, Sales Tax, Year-End Ready | Fully Handled | Often missed or extra charges |
| Communications Standards & Guarantee | Guaranteed response & deadlines | Unreliable, no accountability |