Monthly Bookkeeping
| Price | Starter starting at $400/mo |
Growth starting at $600/mo |
Pro starting at $900/mo |
|---|---|---|---|
| Monthly Categorization & Reconciliation | ✔️ | ✔️ | ✔️ |
| Basic Reporting (P&L, Balance Sheet) | ✔️ | ✔️ | ✔️ |
| Advanced Reporting | ❌ | ❌ | ✔️ |
| Monthly Video Summary (Loom) | ❌ | ✔️ (Quarterly) | ✔️ (Monthly) |
| Zoom Check-In | ❌ | ❌ | ✔️ (Monthly) |
| Email Support | ✔️ | ✔️ | ✔️ |
| Annual Tax-Prep Package | ✔️ | ✔️ | ✔️ |
Not sure which package is right for you? Check out our FAQs.
Note: Diagnostic Review required before starting monthly service. One-time fee: $250.
Additional Services
Pricing for additional services depends on volume, complexity, and scope.
Note: All additional services are exclusively available to clients on a monthly bookkeeping plan.
Clients are responsible for all required third-party software subscriptions (e.g., QBO, Gusto, Keeper.app).
| Service | Description | Starting Price |
|---|---|---|
| Accounting Software Setup | Full setup and configuration of QBO for new businesses or migrations. | starting at $500 (one-time, varies by complexity) |
| Accounts Receivable Support | Client sends invoices; support includes payment matching in QBO and tracking. | $50/month + $2.50 per simple transaction |
| Accounts Payable Support | Bill entry and tracking. W-9 collection included. | $50/month + $3 per simple transaction |
| Financial Reports (Custom) | Reports tailored to your business beyond standard P&L, Balance Sheet, etc. | Starting at $75/month depending on needs |
| Payroll Processing | Support and processing through a third-party platform such as Gusto. | starting at $100 per processing (up to 5 employees) + $10 per additional employee per processing |
| 1099/1096 Processing | Preparation and filing of 1099s for contractors. | $100 setup fee + $25 per form |
| Rush Turnaround | Priority monthly processing to get your books completed first. | $150/month |
| Receipt Management | Upload and categorize receipts via Keeper.app for easy tracking and audit protection. | $50/month |