Monthly bookkeeping from $425Check my fit

Published starting prices

Know the starting price before the sales call.

Two defined monthly packages for owner-led U.S. service businesses using QuickBooks Online. Choose by accounts, activity, and reporting needs—not an industry label. Start with a complimentary fit call; an uncertain file may need the separate $295 Books Health Check.

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.

  • Owner-led U.S. service businesses, not one industry alone
  • One US entity; scope is based on activity and reporting, not revenue alone
  • 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

    Current files can move to a written scope. An uncertain file may need the separate $295 read-only health check; it does not include corrections or require you to buy follow-on work.

  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