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.
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
Choose by account count, monthly activity, and the reporting you need. These are typical starting scopes for one U.S. service-business entity using QuickBooks Online. Your engagement letter sets the actual scope.
Monthly Close and Close + Control at a glance
Your needs
Monthly Close
Close + Control
Starting monthly fee
$425/month
$725/month
Typical accounts
Up to four bank or credit-card accounts
Up to six financial accounts
Typical monthly activity
About 200 transactions
About 400 transactions
Core monthly reporting
Profit-and-loss statement, balance sheet, and written exception list
Everything in Monthly Close
Additional owner visibility
Exceptions that need your decision
Receivables/payables aging review and monthly cash/KPI summary
Support and review
Asynchronous bookkeeping support
Monthly Close support plus one 30-minute monthly review meeting
This comparison summarizes the packages above, not every deliverable or exclusion. Close + Control includes Monthly Close plus the listed additions, including payroll-clearing reconciliation for one payroll provider—not payroll processing. Software, historical cleanup, tax preparation, bill payment, and collections are separate or excluded. See the package exclusions and your signed scope.
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
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.
Putting the fees in context
What could getting started cost?
These fictional examples use our published starting fees. They are illustrations, not client results or quotes. Each assumes one U.S. service-business entity using QuickBooks Online and work within the stated package scope.
Current, reliable books
Monthly Close
3 bank or credit-card accounts, about 150 monthly transactions, and no historical cleanup needed.
Ongoing monthly service, from
$425
One-time clean-file onboarding
$750
First service month + onboarding, from
$1,175
For an owner who needs reconciled books, monthly financial statements, and a written exception list.
A file needs 4 months of catch-up or cleanup before an owner decides whether to add ongoing service.
Published starting rate
$350 / open month
Minimum project fee
$1,050
Illustrative project starting fee
$1,400
Four × $350 is above the $1,050 minimum. Actual fees depend on the records and corrections required. Monthly service and any onboarding are separate; neither is required by this example.
These subtotals exclude software, any separately agreed Books Health Check, scope additions, and work outside the stated package. They are not a billing schedule or a promise that your file qualifies at the starting fee. The signed engagement sets the actual fee, scope, and payment timing.
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.
01
Check fit
Share the facts that drive complexity, then use a 15-minute call to confirm the likely path.
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.
03
Sign, then establish billing
You review and electronically sign the engagement before billing setup or onboarding begins.
Two questions before choosing a package
Do I need the $295 Books Health Check before monthly bookkeeping?
Not every file needs a paid assessment. Start with the complimentary fit call. Current, reliable records can move to a written scope. If your file is uncertain or behind, we may recommend the separate $295 read-only Books Health Check to identify the affected periods and next steps. Corrections are not included, and follow-on work is optional.
Clean-file onboarding is one monthly fee with a $750 minimum. Catch-up and cleanup start at $350 per open month with a $1,050 minimum and a separate written scope. Published monthly additions are $125 per additional 100 transactions and $35 per additional financial account. Other entities, complex work, and software are scoped separately. Your written proposal identifies the applicable charges before billing begins.
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.