Monthly Bookkeeping Packages

Starting at $350/month
Perfect for small business owners who want reliable, accurate books — without the stress.

All packages include:

• Monthly bank & credit card reconciliations

• Monthly financial reports (P&L, Balance Sheet)

• Email support for quick questions

Basic – $350/month

For solopreneurs with simple needs.

• Up to 100 transactions/month

• 1 bank or credit account

• Monthly reconciliation & reports

Standard – $500/month

• For growing businesses that need more attention.

  • Up to 250 transactions/month

  • Up to 2 bank or credit accounts

  • Monthly reconciliation & reports

  • Quarterly consultation (1 hour)

  • Email & phone support

Premium – Starting at $700/month

Tailored monthly support for businesses with more complexity.

• Up to 700 transactions/month

• Up to 3 bank, credit, or loan accounts

• Monthly reconciliation & reports

• Monthly consultation (1 hour)

• Priority email & phone support

Accounts with high volume, frequent transfers, or more than 3 accounts may be quoted higher.

Add-Ons

• +$55 per additional 50 transactions/month

• +$55 per extra bank, credit, or loan account

• +$110 for accounts with frequent internal transfers

• +$110/hour for additional consulting

*Complexity determines the final cost

All fees are payable prior to any work performed. All work will be performed according to the scope of engagement, all requests for work in excess of the scope of the engagement will be assessed and charged as “Additional Services".”