Pricing

Pricing for recurring monthly bookkeeping services:

The following packages are available for monthly bookkeeping services. These packages include transaction entry and bank/credit card account reconciliations. Basic monthly financial reports are sent once the reconciliations are complete. Monthly reconciliations are typically done by the 15th of the following month assuming the firm has all of the information needed for the bookkeeping services and reconciliations.

Level 1 Package: $199 per month

Up to 100 transactions
Up to 5 bank/credit card accounts

Level 2 Package: $379 per month

Up to 200 transactions
Up to 6 bank/credit card accounts

Level 3 Package: $559 per month

Up to 300 transactions
Up to 8 bank/credit card accounts

Level 4 Package: $749 per month

Up to 400 transactions
Up to 8 bank/credit card accounts

Level 5 Package: $899 per month

Up to 500 transactions
Up to 10 bank/credit card accounts

Level 6 Package: custom pricing

Over 500 transactions

Add-ons available at an additional cost (custom pricing):

Payroll processing
Client billing
Bill pay
Trust/escrow account reconciliations
Monthly meetings

One-time Projects and Catchup/Cleanup Services:

These services are offered at a price of $80 per hour. See the Services page for a more detailed description of project services. A best estimate can be given regarding the number of hours expected in a given project, although this isn’t guaranteed.