Bookkeeping Services Pricing

One-Time Services

Initial Setup

Starts at $500

A smooth, stress‑free start for new clients or businesses setting up their books for the first time.

Includes:

  • Initial review of your current bookkeeping setup

  • Chart of accounts creation or cleanup

  • Connection of bank, credit card, and payment platforms

  • QuickBooks or Xero setup (or optimization if already in place)

  • Customization of categories to fit your business

  • Intro walkthrough so you know exactly how everything works

Why it helps: It lays a clean foundation so your ongoing bookkeeping runs efficiently from day one.

Cleanup & Catch-Up

Starts at $2,000

Perfect for businesses that need their books brought up to date or cleaned up before tax season, funding applications, or a fresh start.

Includes:

  • Review of existing books to identify errors, gaps, and inconsistencies

  • Reconciliation of all bank, credit card, and loan accounts for missing months

  • Categorization of uncategorized or miscategorized transactions

  • Correction of duplicate entries, missing entries, and historical inaccuracies

  • Organization of receipts and supporting documents

  • Updating financial statements for all outstanding periods

  • Coordination with your tax professional if needed

  • A clean, accurate set of books ready for ongoing monthly service

Monthly Services

The Starter Plan

$300 per month

A simple, dependable option for small businesses that want basic bookkeeping services without any fuss.

Includes:

  • Up to 100 transactions per month

  • Monthly bank & credit card reconciliation

  • Categorized income and expenses

  • Monthly financial statements

  • Email support for quick questions

The Growth Plan

$600 per month

Ideal for growing businesses that need a bit more structure and ongoing support.

Includes:

  • Up to 250 transactions per month

  • Invoicing support + payment tracking

  • Bill processing and organization

  • Monthly cash‑flow summary

  • Quarterly review call

  • Easy receipt‑upload system

All-In Support Plan

$1,000 per month

A comprehensive option for established small businesses that want to hand off the financial busywork and stay focused on growth.

Includes:

  • Up to 400+ transactions per month

  • Full A/R and A/P management

  • Payroll coordination

  • Custom reporting and performance insights

  • Monthly financial review meeting

  • Priority support