Every business is different — and so is every set of books.
My pricing reflects the actual work involved. For monthly bookkeeping and cleanup, that means considering the number of accounts, monthly activity, and any additional services you’d like included.
We’ll begin with an exploratory call, then I’ll review your books and prepare a clear quote for the support we’ve discussed.
Examples Based on Typical Monthly Activity
The examples below show how the number of financial accounts and the volume of transactions affect the monthly rate. For pricing purposes, a financial account may be a bank account, credit card, payment platform, or another account that needs to be checked against a statement or balance each month.
These examples can give you a general idea of where your price may land before I review your books and prepare your quote.
Example 1
Typical Monthly Activity
2 financial accounts
About 75 transactions per month
Estimated Monthly Price: $300
Example 2
Typical Monthly Activity
3 financial accounts
About 150 transactions per month
Estimated Monthly Price: $525
Example 3
Typical Monthly Activity
4 financial accounts
About 250 transactions per month
Estimated Monthly Price: $800
Additional Monthly Support
Your monthly bookkeeping can also include other financial tasks your business needs to keep moving.
These services are available alongside monthly bookkeeping and are added to your quote based on the amount and frequency of the work involved.
Catch up, correct existing problems, or start with QuickBooks Online set up for the way your business works.
Bring your books up to date and correct what isn’t working.
When transactions are missing, financial accounts don’t balance, or old mistakes are affecting your reports, I’ll review your QBO file and confirm what needs to be caught up or corrected.
Before work begins, you’ll receive a quote that clearly identifies the affected period, work included, deliverables, timeline, and price.
Custom Quote After Review
Pricing depends on how far back we’re going and the condition and complexity of the books.
Start with a QBO file built around the way your business works.
If you’re starting fresh in QBO, I’ll configure the company settings, build a practical chart of accounts, create the standard forms and lists your business needs, and help connect supported financial accounts and straightforward integrations.
We’ll finish with a 30-minute handoff call to review the setup and answer your questions.
QBO Setup: $500
For one business entity and a standard setup. Complex imports or integrations are quoted separately.
Expedited timelines may occasionally be available when capacity allows.
Rush pricing applies and will be included in your quote before work begins.
What to Do First, Next, and Last When Your Books Are Behind.
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