Service Tiers, Scope and Fees
Starter $350/month
For simple, predictable bookkeeping needs
Standard $550/month
For growing businesses with more activity
• Up to 4 accounts
• Month-end close
• Quarterly review call
• Tax-ready financials
• Up to 2 accounts
• Low transaction volume
• Cash-basis reporting
• Monthly financials
Add-on Pricing
Additional Services
Payroll Processing: $100/month
1099 Preparation: $15 per form
Catch-Up/Clean-Up: $150/hour or flat quote
Additional Accounts: $25/account/month
Advisory/Consulting: $150/hour
Advanced $900 $1,200/month
For businesses needing deeper support
• Accrual accounting
• Payroll coordination
• Custom reporting
• Monthly advisory meeting
How We Determine Your Monthly Fee
Your fee is based on:
• Transaction volume
• Number of accounts
• Payroll needs
• Cash vs. accrual accounting
• Reporting & advisory needs
