Flat monthly pricing
Four monthly plans and a published cleanup price list. No hourly billing and no hidden fees. Pick the plan that looks closest, and we'll confirm your exact rate at a free consultation.
- A flat monthly rate, never hourly billing
- Onboarding and setup included in every plan
- Your exact rate confirmed at a free consultation
Prefer to talk? Call 512-348-6584.
Monthly plans
Plans step up by the number of bank and credit card accounts and by what we take off your plate: bills and invoices at Professional, payroll at Business.
Essentials
$500 / mo
Starting rate, adjusted to transaction volume
- Monthly bookkeeping & reconciliation
- Profit & loss and balance sheet reports
- Up to 2 bank/credit card accounts
- Annual tax-ready financials
- Email support
Professional
$750 / mo
Starting rate, adjusted to transaction volume
- Everything in Essentials
- Up to 5 accounts
- Accounts payable management
- Accounts receivable & invoice tracking
- Quarterly financial review call
- Priority email & phone support
Business
$1,100 / mo
Starting rate, adjusted to transaction volume
- Everything in Professional
- Up to 10 bank/credit accounts
- Full-service payroll processing
- Payroll tax deposits & filings
- W-2, 1099 & contractor management
- Quarterly financial review call
Custom
Quote
For multi-entity or high-volume businesses
- Everything in Business
- More than 10 bank/credit accounts
- Multi-entity or multi-location books
- Job costing & project tracking
- Trust/IOLTA account management
- Custom reporting & dashboards
- Monthly financial review call
All plans include onboarding and setup at no additional charge. Software isn't included: you keep your own QuickBooks and QuickBooks Payroll subscriptions and pay for them directly, so your books stay in your name.
Essentials
From $500 a month · up to 2 accounts
Clean, current books every month. For a business that needs its accounts reconciled and a real P&L, without bills or invoices to manage.
A good fit if you have
- One bank account and one credit card, or close to it
- You pay your own bills and send your own invoices
- You want a P&L you trust, and a CPA handoff that takes minutes
What's included
- Monthly bookkeeping and reconciliation Every transaction categorized and every account reconciled to its statement, every month.
- Profit & loss and balance sheet Monthly statements that show what came in, what went out, and what the business owns and owes.
- Annual tax-ready financials Year-end books your CPA or tax preparer can work from without untangling the year first.
- Email support Questions answered by email throughout the month.
Professional
From $750 a month · up to 5 accounts
Everything in Essentials, plus the bills and invoices. Most cash flow surprises start with payables nobody tracked or invoices nobody chased.
A good fit if you have
- Three to five bank and credit card accounts
- Vendor bills arriving faster than you can track them
- Invoices that age past 30 or 60 days before anyone notices
What it adds
- Accounts payable management Vendor bills tracked from receipt to payment, so you always know what's due and when.
- Accounts receivable and invoice tracking Open invoices and aging reports kept current, so you know who owes you and for how long.
- Quarterly financial review call A call each quarter to walk through the numbers together and plan the next one.
- Priority email and phone support Faster answers, by email or by phone.
Business
From $1,100 a month · up to 10 accounts
Everything in Professional, plus payroll. Payroll runs in your own QuickBooks Payroll account, so paychecks, tax deposits and year-end forms land in the same books.
How payroll worksA good fit if you have
- Employees on payroll, contractors, or both
- Six to ten bank and credit card accounts
- W-2 and 1099 season that currently eats your January
What it adds
- Full-service payroll processing Every run handled on schedule and posted to your books. See the payroll page for the details.
- Payroll tax deposits and filings Federal, state and local payroll tax deposits and returns. Income tax returns stay with your CPA.
- W-2, 1099 and contractor management W-2s for employees, 1099s for contractors, and W-9s collected along the way.
- Quarterly financial review call The same quarterly walk-through as Professional.
Custom
Quoted after a consultation
For businesses past what a standard tier covers. We scope the work with you and quote it, so you don't pay for anything you won't use.
A good fit if you have
- More than ten bank and credit card accounts
- More than one entity or location under the same owner
- Job costing, trust accounting, or reporting beyond a standard P&L
What it adds
- Multi-entity and multi-location books Separate books for each entity or location, with combined reporting when you need the whole picture.
- Job costing and project tracking Costs assigned to the right job or project, so each one shows its real margin.
- Trust and IOLTA account management Monthly three-way trust reconciliation for law firms.
- Custom reporting and a monthly review Reports built around the numbers you actually run the business on, reviewed together every month.
Cleanup prices
A one-time cleanup or catch-up, priced by how far back your books go and how many accounts need reconciling. Seven or more accounts, or more than two years behind, gets a quote after a free review.
| How Far Back | 1–2 Accounts | 3–4 Accounts | 5–6 Accounts | 7+ Accounts |
|---|---|---|---|---|
| Up to 3 months | $350 | $500 | $700 | Quote |
| 4–6 months | $550 | $800 | $1,100 | Quote |
| 7–12 months | $900 | $1,350 | $1,800 | Quote |
| 1–2 years | $1,500 | $2,200 | $2,900 | Quote |
| 2+ years | Quote | Quote | Quote | Quote |
Every quote is firm and in writing before work begins. You pay a 50% deposit to start and the balance at delivery. Pair your clean-up with a monthly plan and receive 10% off your first three months.
FAQ
Something not covered here? Call 512-348-6584 or ask in the form below.
Why do the plans say "starting rate"?
Each plan has a published starting rate. Businesses with high transaction volume take more time each month, so we confirm your exact rate at the free consultation, before you sign anything. After that, it's a flat monthly price.
Do you bill hourly?
No. Monthly plans are a flat rate and cleanups are a fixed quote. You know the price before the work starts.
Is QuickBooks included in the price?
No. Software isn't included: you keep your own QuickBooks and QuickBooks Payroll subscriptions and pay for them directly, so your books stay in your name. If you ever change bookkeepers, nothing has to be moved.
Is there a setup fee?
No. Onboarding and setup are included in every monthly plan.
Can I change plans later?
Yes. If you add accounts, start running payroll, or outgrow a tier, we move you to the plan that fits.
My books are behind. Do I need a cleanup first?
Often, yes. A cleanup brings the books current so monthly service starts from reconciled accounts. The free consultation tells you whether you need one. Pair your clean-up with a monthly plan and receive 10% off your first three months.
How do I pay for a cleanup?
You pay a 50% deposit to start and the balance at delivery. Nothing is due until you approve the written quote.
Find the right plan
Tell us a bit about your business and we'll reach out within one business day to schedule a free consultation. Your exact rate comes out of that call, before you sign anything.
Prefer to talk first? Call us at 512-348-6584.