Monthly Bookkeeping & Payroll Plans
✨ Essential
$750/month
Setup Fee: $350
- Monthly bookkeeping
- Bank & credit card reconciliation
- Expense categorization
- Monthly P&L & Balance Sheet
Most Popular
📘 Professional
$1,750/month
Setup Fee: $450
- Everything in Essential
- Payroll administration
- A/P & A/R processing
- Monthly accountant review
🏆 Executive (Full Accounting)
$3,200/month
Setup Fee: $850
- Everything in Professional
- Accruals & month-end close
- Budgets & forecasts
- CPA/tax liaison & advisory touchpoints
💼 Payroll Services
$150/month + $15 per employee
Setup Fee: $250 (or $350 if switching providers)
- Full payroll processing
- Employee onboarding
- Quarterly tax filings
- Year-end W-2s & 1099s
- Direct deposit & payroll compliance
Billing & Payments
- First month of service is due at signup
- Monthly bookkeeping is billed in advance
- Auto-pay required for all recurring services
- Setup fees are billed upfront prior to kickoff
- Cleanup/catch-up may require 50–100% upfront
This structure allows us to begin work immediately and maintain timely, accurate reporting without interruptions.
Behind on Your Books?
If your accounts aren’t reconciled or your reports don’t look right, start with QuickBooks Cleanup. We’ll get your books accurate first — then monthly bookkeeping becomes simple and stress-free.
Is This the Right Fit?
We’re a Great Fit If You:
- Want ongoing monthly bookkeeping
- Use (or are willing to use) QuickBooks Online
- Prefer flat monthly pricing vs hourly billing
- Value accuracy, communication, and consistency
We May Not Be the Best Fit If You:
- Need same-day or emergency bookkeeping
- Prefer pay-as-you-go or hourly billing
- Want tax preparation only
- Are shopping for the lowest price
