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
✓
Low volume transaction recording and categorization
✓
Expenses and receipt tracking
✓
Basic reconciliations
✓
General ledger maintenance
✓
Send quarterly financials
✓
Phone, text, and email support
Growing businesses that require more comprehensive bookkeeping services.
/mo
✓
Everything in Starter plus:
✓
Multiple accounts and cards reconciliations
✓
Accounts payable and receivable management
✓
1099 tracking and filing
✓
Sales tax reporting
Established businesses with complex bookkeeping and financial management needs.
/mo
✓
Everything in Starter and Growth plus:
✓
Payroll assistance or management
✓
Inventory assistance
✓
High volume transactions or reconciliations
✓
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.
$55/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!
Once you submit the new client quote form I will be in touch with you to schedule a virtual meeting so I can learn more about your bookkeeping needs. I will then require access to your books (if already set up) so that I can give you a quote for monthly services.
Just ask! There are many tasks that fall under a bookkeeper’s umbrella hat. If I can’t accommodate you, I personally know several great CPAs who likely can.
At this time, no. 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. You can cancel services any time. For one-time services I require half of the estimated fee to be paid before work begins.
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?