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Pricing
Straightforward monthly bookkeeping pricing
Choose a plan based on your monthly transaction volume and the number of bank and credit-card accounts you need reconciled. If your business is larger or more complex, request a custom quote.
Essential
$350/month
- Up to 150 monthly transactions
- Up to 4 bank or credit-card accounts
- Transaction categorization
- Bank and credit-card reconciliation
- Monthly Profit & Loss statement
- Monthly Balance Sheet
- Email support
Most popular
Growth
$550/month
- Up to 300 monthly transactions
- Up to 6 bank or credit-card accounts
- Transaction categorization
- Bank and credit-card reconciliation
- Monthly Profit & Loss statement
- Monthly Balance Sheet
- Email support
Established
$750/month
- Up to 500 monthly transactions
- Up to 8 bank or credit-card accounts
- Transaction categorization
- Bank and credit-card reconciliation
- Monthly Profit & Loss statement
- Monthly Balance Sheet
- Email support
Choosing a plan
Not sure which plan fits?
Start with your typical monthly transaction count and the number of business bank and credit-card accounts. Transactions generally include deposits, purchases, payments, transfers, fees, and other activity recorded in connected business accounts.
Share those details on the quote form and we will confirm how your activity is counted and recommend the appropriate plan.
The details
Important pricing notes
QuickBooks Online is client-provided. The subscription is purchased and paid for by the client.
Published prices are firm starting prices. An onboarding fee applies in the first month, as shown on each plan.
If you exceed a plan limit, the following month is billed at the higher plan rate.
Larger businesses receive custom pricing. More than 500 monthly transactions or more than 8 accounts is quoted individually.
Engagement terms: a 90-day minimum, then month-to-month. Cancellation requires 30 days’ written notice. Clients are invoiced through QuickBooks.
Separately quoted: QuickBooks Online setup or migration, and budgeting. Payroll, tax preparation, bill pay, invoicing, sales-tax filing, 1099 preparation, and cash-flow guidance are not offered.
Pricing questions
Answers before you request a quote
How do I know which plan I need?
Start with your typical monthly transaction count and the number of business bank and credit-card accounts. Share those details on the quote form and we will recommend the appropriate plan.
What counts as a transaction?
Transactions generally include deposits, purchases, payments, transfers, fees, and other activity recorded in connected business accounts. We will confirm how your activity is counted during the quote process.
What if my books are behind?
Catch-up or cleanup work is not advertised as a standard service. It may be considered after a consultation, depending on the size of the company.
Are taxes included?
No. Tax preparation and tax filing are not included in the standard monthly bookkeeping plans.
Is there a contract?
There is a 90-day minimum engagement, after which service continues month to month. Cancellation requires 30 days’ written notice.
Get the right plan for your business
Share a few details about your monthly activity and current bookkeeping setup.
Prefer to talk it through? Call (931) 500-1501.