Bookkeeping services designed with care, structure, and clarity
Every business is unique — so I provide thoughtful, customized bookkeeping support based on your workflow, transaction activity, and account complexity.
Pricing is tailored after a review call to ensure fair, accurate project scope.
Your Investment Is Based On
Because every business operates a little differently, bookkeeping pricing is customized to reflect the true scope of your needs. Your monthly or project rate is thoughtfully determined by:
- The number of financial accounts (bank accounts, credit cards, payment processors)
- Your average monthly transaction volume
- The level of organization in your existing records
- Whether your business requires A/P or A/R tracking
- The number of sales tax jurisdictions involved
- Software integrations and overall system complexity
Add-On Support (Optional)
• receipt & documentation organization
• chart of accounts refinement
• owner-paid expense workflows
• file & record structure setup
Cleanup & Catch-Up Bookkeeping
Ideal for:
• past-due books
• prior DIY bookkeeping
• unreconciled accounts
• duplicate or incorrect entries
• prep for tax filing or growth
Includes:
• reconstruction & correction of prior periods
• account reconciliation
• financial record organization
• accountant-ready reporting package
Cleanup projects are quoted as a one-time project fee.
Monthly Bookkeeping
Best for businesses who want consistent, reliable financial organization.
Includes:
• bank & credit card reconciliation
• expense categorization
• transaction review & cleanup checks
• monthly financial reports
• year-end accountant package
• email support for bookkeeping questions
Pricing based on activity & account volume.
Monthly Bookkeeping
Best for businesses who want consistent, reliable financial organization.
Includes:
• bank & credit card reconciliation
• expense categorization
• transaction review & cleanup checks
• monthly financial reports
• year-end accountant package
• email support for bookkeeping questions
Pricing based on activity & account volume.
Essential – $200–250 / month
For solo owners & very simple businesses
Includes:
- Up to 2 financial accounts
(bank, credit card, or payment processor) - Up to 75 transactions/month
- Monthly reconciliation
- Transaction categorization
- Cash-basis bookkeeping
- Monthly P&L
- Email support (48-hour response)
Core – $300–350 / month
Includes Essential services, with expanded capacity:
- Up to 3 financial accounts
- Up to 150 transactions/month
- P&L + Balance Sheet
- Month-end review notes
Plus – $450–500 / month
Includes all Core services, with expanded capacity:
- Up to 5 financial accounts
- Up to 300 transactions/month
- Monthly 30-minute review call
- Priority email support
- Owner draw & loan tracking
- Basic KPI tracking (non-advisory)
Transaction Overages
+$75 per additional 50 transactions