Bookkeeping Services and Pricing
Limited Availability
Solo Starter
For new businesses and single-member
businesses with simple monthly bookkeeping needs.
$300
per month
Up to 50 monthly transactions
One bank account and one credit card account
Monthly transaction categorization and reconciliations
Monthly Profit & Loss and Balance Sheet
Email support for bookkeeping questions
Additional services quoted separately
Straightforward Monthly Needs
Essential
For smaller businesses that need dependable
monthly bookkeeping and clear financial reports.
$500
starting monthly price
Monthly transaction categorization
Bank and credit card reconciliations
Monthly Profit & Loss and Balance Sheet
Brief written explanation of financial results
Year-end records organized for your tax professional
Email support for bookkeeping questions
For Growing Businesses
Professional
Everything included in Essential
Expanded transaction and account activity
Accounts receivable and/or payable support, as agreed
Payroll support or coordination, when included
Monthly financial review conversation
Expanded reporting and priority communication
For new solopreneurs and single-member
businesses with simple monthly bookkeeping needs.
$750
starting monthly price
* Pricing remains available while the business stays within the stated limits. We review plans after 90 days and whenever activity changes. If a new plan is needed, we provide 30 days' notice.
REQUIRED FOR NEW MONTHLY CLIENTS
One-Time Onboarding
We review your existing books, organize your QuickBooks Online account, establish the bookkeeping workflow,
and prepare your business for consistent monthly service.
Historical catch-up or cleanup is quoted separately after the books are reviewed.
One time fee
starting at
$600*
*Qualified Solo Starter clients may pay the onboarding fee in two $300 installments: $300 when services begin, and $300 with the following month's payment.
You receive a clearly defined scope and price before services begin.
How Your Price Is Determined
Monthly transaction activity
Complexity of the books and reporting
Receivables, payables, or payroll needs
Number of bank and credit card accounts
Catch-up or cleanup requirements
Payment processors and connected systems
Additional Services
Available as additions to the monthly service or as separately quoted projects.
Catch-up and cleanup bookkeeping
Expanded accounts receivable support
Payroll support
QuickBooks Online setup and optimization
Expanded accounts payable support
Unanet billing and AP support
Let's Talk About Your Business
Whether you're looking for ongoing bookkeeping support, help organizing your financial records, or simply want a clearer understanding of your business finances, we'd love to learn more about your needs.
Tell us a little about your business, your goals, and the challenges you're facing. We'll review your information and reach out within 1–2 business days.