For any size of business, from small sole proprietors to large corporations.
Because every business is different, I can’t give you an exact price until I poke around in your books and get to know the way your business operates. What I can do is give you a quote and begin our introductory period (two months) at that price. At the end of the two months I will reevaluate your monthly price and services to make sure they’re optimal for us both. The prices below reflect the minimum charge only so that you can get an idea of what bookkeeping might cost you. Most bookkeepers don’t offer this starting point because pricing can get very complicated, but I want you to be able to budget for your business!
Small businesses or startups with minimal bookkeeping needs.
/mo
✓
Transaction recording and categorization
✓
Expenses and receipt tracking
✓
Bank reconciliation
✓
General ledger maintenance
✓
Auto send basic financial reports
✓
Phone, text, and email support
Growing businesses that require more comprehensive bookkeeping services.
/mo
✓
Everything in Starter plus:
✓
Accounts payable and receivable management
✓
Bill pay and invoicing
✓
Tax liability tracking and reminders
✓
Auto send extensive financial statements
Established businesses with complex bookkeeping and financial management needs.
/mo
✓
Everything in Starter and Growth plus:
✓
Payroll assistance or management
✓
Inventory assistance or management
✓
1099 and W-2 filing
✓
Anything else you need? Let’s talk!
The tiers are only estimates and I recognize your business may not fit neatly into these categories. You and I will determine the right services and monthly price for you!
Some services are charged as a one-time separate fee (not part of your monthly fee). That’s because these services end up being their own side project and take a large chunk of time. Half of the estimated fee will be due before work begins. Your ending fee may be more or less than predicted but I will keep you in the loop along the way.
$40/hr
These services will be required for clients that already use Quickbooks but have had their books managed by a non-professional or have neglected their books for a while.
Catch up will also be required for clients new to Quickbooks that need to have their books done for past months or years.
After poking around in your books I will be able to give you an estimated hourly project time.
Note: Your monthly subscription rate will not be charged until we finish set up/ clean up/ catch up!
$250+
This service will be required for clients new to Quickbooks. The rate will vary depending on:
Note: Your monthly subscription rate will not be charged until we finish set up/ clean up/ catch up!
$250+
Payroll can get extremely complicated and is something in which you do not want to make a mistake! I am happy to get your payroll set up (and managed if you need) with a third party such as ADP or Gusto. This service’s cost varies on:
Once you submit the new client quote form I will be in touch with you to schedule a meeting so that we can sit down together and customize your bookkeeping plan and monthly quote.
Just ask! There are many tasks that fall under a bookkeeper’s umbrella hat. If I can’t accommodate you, I personally know a great CPA who likely can.
At this time, no, but I do plan to provide this service in the future after I earn my EA. I can help you get set up to send everything over to your tax preparer, though!
That can be arranged, just ask!
I require monthly payments at the beginning of each month. For one-time services I require the full amount paid up front.
There are many situations that affect what rate I need to charge and they all come down to time spent. For example, a company with multiple financial accounts is going to require more bookkeeping tasks than a company with simply one checking account and one savings account.
Have more questions?