Pricing
Bookkeeping Plans That Grow With You
Custom solutions for startups to mid-size businesses
Monthly Bookkeeping Packages
All plans include a dedicated bookkeeping team, flexible support for
cash or accrual basis, and monthly financial reports.
Monthly bank reconciliations
Up to two accounts
Dedicated bookkeeping team
Monthly financial reports
Cash or accrual accounting
Monthly bank reconciliations
Up to two accounts
Dedicated bookkeeping team
Monthly financial reports
Cash or accrual accounting
*All pricing will be subject to an initial review of historical records to assess the appropriate level of complexity & bookkeeping needs. The monthly or annual payment option will also impact the per-month price point. All contracts are for a month-to-month service unless otherwise requested or indicated. Annually, a renewal will be sent to review the current agreement and ensure all customer needs are being met.
Tier 1: Essentials
Starting at
$425
per month*
Monthly bank reconciliations
up to 2 accounts
Dedicated bookkeeping team
Monthly financial reports
Cash or accrual accounting
Tier 2: Growth
Starting at
$750
per month*
Monthly bank reconciliations
up to 4 accounts
Dedicated bookkeeping team
Monthly financial reports
Cash or accrual accounting
Tier 3: Scale
Starting at
$1000
per month*
Monthly bank reconciliations
up to 8 accounts
Dedicated bookkeeping team
Monthly financial reports
Cash or accrual accounting
Quarterly review with bookkeeping manager
Additional Services
Payroll Administration (via ®QuickBooks Online)
-
Timesheet & approval workflow
-
Payroll processing for employees & contractors
-
W-9 collection and 1099 filing
-
Tax document filing through QBO
Starting at
$250
per month
Sales Tax Filing
-
Monthly & Quarterly Filings
Starting at
$50
per month
Back-Office
-
Accounts Receiving (Invoicing)
-
Expense entry & coding
-
Accounts Payable (Bill Entry & approvals
-
Report walkthroughs & review meetings
Starting at
$150
per month
Third-Party App Integrations
-
Integraion support for payroll, POS, e-commerce & more
-
Review monthly reports for integration accuracy
-
Add documentation to synced QBO entries
Starting at
$50
per month
Popular Integrations We Support: Gusto, ADP, ®QuickBooks Time, Square, Stripe, Wix, Clover, Shopify, Etsy, Bill.com, Expensify, HubSpot, HouzzPro, Fintech, Clio, Joiin, SOS Inventory, and more
Setup & Prior Bookkeeping
-
Catch-up bookkeeping for prior months/years
-
New QuickBooks Online or Xero setup
-
Book-to-tax reconciliations
-
Chart of accounts creation
Starting at
$1000
QuickBooks Desktop to Online Migration
-
Complete data migration from QuickBooks Desktop to QuickBooks Online
Starting at
$1500
Can I switch tiers later?
Absolutely. Our services are flexible. As your transaction volume increases or you add accounts, we’ll help you transition to the next tier seamlessly.
What is considered a transaction?
Any money that moves in or out of your bank account is considered a transaction, including cash withdrawals or deposits, checks, online payments, debit card charges, wire transfers and loan payments.
Is there a contract or long-term commitment?
Nope. All of our plans are month-to-month unless otherwise requested. Each year, we’ll send a renewal to review and confirm your needs are still being met.
Which integrations do you support?
Payroll Applications: Gusto, ADP, ®QuickBooks Time
Point of Sale Applications: Square, Stripe, Shopify, PayPal, Clover, Wix
Other Applications: Amazon, MindBody, Shogo, Just Consolidate, HouzzPro, Expensify, bSport, Fintech, HubSpot, Clio, SOS Inventory, Joiin, Etsy, Bill.com
These are the most common app integrations we support, but it is not a comprehensive list. If you don't see a particular app you use in your business, please don't hesitate to ask us.
Have more questions?
Check out our frequently asked questions here.
Pricing FAQs & Answers
