Monthly Bookkeeping Packages

The price ranges reflect that every business is unique! Factors like the number and complexity of your monthly transactions, the number of bank and credit card accounts to reconcile, and specific needs like third-party app integrations can influence the final cost within a package tier. For instance, a Silver client with very few simple transactions might be closer to $250, while one with slightly more activity might be nearer $400. Our free audit helps us understand your specific situation to provide an accurate quote tailored just for you.

The initial quote we provide after the free audit is based on your needs at that time. We believe in transparency, so your agreed-upon monthly rate will be consistent. However, businesses evolve! If your transaction volume significantly increases, your complexity changes (like adding foreign transactions), or you require services from a higher tier (like moving from cash to accrual reporting), we'll proactively discuss this with you. Any adjustments to your package and pricing would be mutually agreed upon beforehand, ensuring no surprises on your invoice.

Services like historical clean-up or catch-up bookkeeping fall outside the scope of regular monthly packages and are priced separately. These are typically project-based engagements. The cost depends on the scope of work: how many months or years need cleaning up, the condition of the existing records, and the complexity involved in reconciling accounts and correcting errors. We provide a custom quote for clean-up projects after assessing the specific situation during our initial consultation or audit, ensuring the price reflects the unique effort required.