Bookkeeping Fees

Base Package

$250

Best For: Small businesses or freelancers with up to 100 transactions/month or $10,000/month revenue.
What’s Included: Bank account connections, expense categorization, and basic financial reports (e.g., profit & loss, balance sheet)

Growth Package

$400

Best For: Growing businesses with up to 250 transactions/month or $10,001–$50,000/month revenue.
What’s Included: Bank account connections, expense categorization, and basic financial reports (e.g., profit & loss, balance sheet)

Custom Package

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Best For: Larger businesses or those with specialized needs with 250+ transactions/month or $50,001+/month revenue.
What’s Included: Everything from other packages, including multi-entity or complex reconciliations

Add-Ons

Tax Compliance

$75

What’s Included: Quarterly estimated tax calculations (federal and state), monthly/quarterly sales tax filings, 1099 preparation tracking, and compliance reminders.
What’s Not Included: Full tax return preparation (e.g., Form 1040, 1065) or 1099 filings (see Tax Preparation Pricing)

Inventory Tracking

$50

What’s Included: Inventory management, cost of goods sold tracking, and inventory reports

Historical Data Import (One-Time Fee)

$100

What’s Included: Import and categorization of up to 12 months of historical financial data

Clean Up Services

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All listed rates are charged monthly.