Monthly bookkeeping from $425Check my fit

Published starting prices

Know the starting price before the sales call.

Two focused monthly packages cover the needs of most owner-led consulting, agency, and IT-service businesses. If the books are uncertain or behind, start with a limited health check instead of paying for a vague estimate.

Monthly bookkeeping

Start with the level of visibility you need.

Both packages are designed for one US service-business entity. Final pricing depends on the actual file, account count, activity, condition, and reporting requirements.

Reliable close

Monthly Close

Starting at$425/month

Reliable monthly books for a focused service business that wants a clean close without building an internal accounting department.

Typical fit

One US service-business entity using QuickBooks Online, with up to four bank or credit-card accounts and about 200 monthly transactions.

Included at this level

  • Transaction categorization and agreed bank or card reconciliations
  • Monthly profit-and-loss statement and balance sheet
  • Written exception list for items that need an owner decision
  • Year-end package for the client’s tax preparer
  • Asynchronous bookkeeping support
Important exclusions
  • Historical cleanup and software fees
  • Tax advice, return preparation, payroll, or sales tax
  • Bill pay, collections, inventory, multi-entity, or attest work
Check my fit for Monthly Close

When the file needs a closer look

72-hour Books Health Check

A limited, read-only review that turns an uncertain QuickBooks file into a written starting point and a fixed-scope recommendation within 72 hours after complete access and requested records arrive.

$295fixed fee
  • Read-only review of the current QuickBooks file and agreed accounts
  • List of affected periods, exceptions, and material open questions
  • Recommendation for cleanup, monthly service, or a different provider
  • A written starting point you can use whether or not you retain us for follow-on work
Request the health check

Predictable starting points

Setup and backlog are priced separately.

Keeping one-time work separate protects the monthly fee and makes the exact investment easier to understand.

01

Clean-file onboarding

One monthly fee, $750 minimum

Covers chart normalization, bank-feed mapping, opening-balance review, workflow setup, and first-close planning.

02

Catch-up and cleanup

From $350 per open month; $1,050 minimum

The signed project scope states the affected months, accounts, assumptions, payment milestones, and unresolved exclusions.

03

Common scope additions

Published before approval

Additional 100 monthly transactions: $125/month. Additional financial account: $35/month. Other entities and complex work are scoped separately.

Best fit

Built for focused service businesses.

  • Consulting, marketing or creative agency, and IT services
  • One US entity with roughly $300,000–$2 million in revenue
  • QuickBooks Online and about 50–400 monthly transactions
  • An owner who wants responsive monthly reporting

Not yet a fit

Complexity that needs another specialist.

  • Inventory-heavy operations or complex job costing
  • Trust or client funds, cryptocurrency, or foreign operations
  • Multi-company consolidations or funded-startup accounting
  • Payroll processing, sales-tax filing, or attest services

How buying works

No payment before you see the scope.

  1. 01

    Check fit

    Share the facts that drive complexity, then use a 15-minute call to confirm the likely path.

  2. 02

    Review the exact scope

    For an uncertain file, complete the paid health check. We then issue a written engagement with exact fees and exclusions.

  3. 03

    Sign, then establish billing

    You review and electronically sign the engagement before billing setup or onboarding begins.

Ready for an exact answer?

Check your fit and get a fixed price.

Complete the two-minute fit check. We will review the information, use a focused 15-minute call to confirm the path, and tell you what is needed for a written scope.

Free 15-minute fit callCall (404) 997-3166