Transparent pricing
Simple, Honest Pricing for Every Business
No hidden fees. No surprises. Use the estimator below to get an instant monthly estimate based on your business needs.
Adjust the inputs below to see your estimated monthly investment.
$350/month
Includes up to 4 bank/credit card accounts and up to 100 transactions per month. Additional accounts are $20/month each.
Tell us about your accounts
Bank Accounts
Checking & savings
Credit Cards
Business credit cards
Total Transactions / Month
Combined across all accounts & cards
Add-on Services
Toggle any services you need.
Starting at $100/month for up to 5 employees. Additional employees: $8/month each. Additional payroll runs outside the normal schedule are billed separately. Payroll software subscription (e.g. QuickBooks Payroll) is billed separately and not included in this fee.
$50 monthly base + $7 per bill processed. Includes vendor invoice tracking, payment scheduling, and AP aging management.
$60 monthly base + $7 per invoice processed. Includes customer invoicing and aging reports. Collection follow-ups are limited to automatic reminders through QuickBooks Online - manual collection services are not included.
Monthly or quarterly sales tax preparation and filing.
Minimum engagement: $750. Priced at $4 per transaction reviewed. Final pricing is determined after an initial review of your QuickBooks file and the condition of the books.
Your Estimate
Recurring monthly services
This is an estimate only. Your final quote may vary based on a full review of your books. Book a free consultation for an exact price.
What's Always Included
- Dedicated bookkeeper assigned to your account
- Monthly financial reports (P&L, Balance Sheet)
- Bank & credit card reconciliation
- QuickBooks Online management
- Secure document sharing portal
- Email & phone support
Need More Than Bookkeeping?
Strategic Financial Leadership
Bookkeeping Plus
More than basic bookkeeping — deeper financial review and support.
Best for: Growing businesses that want monthly bookkeeping plus deeper financial review and support.
- Everything in Monthly Bookkeeping
- Higher transaction volume
- Additional bank and credit card accounts
- Monthly financial review
- Basic cash flow review
- Management reporting
- Limited AP/AR oversight
Fractional Controller
For growing businesses that need stronger financial oversight.
Best for: Businesses with more complex accounting operations, multiple accounts, AP/AR activity, employees, or multi-entity structures.
- Month-end close oversight
- Balance-sheet reconciliations
- Financial statement review
- AP/AR oversight
- Cash-flow monitoring
- Accounting process improvements
- Management reporting
Fractional CFO Advisory
For businesses that need strategic financial leadership without the cost of a full-time CFO.
Best for: Businesses that need budgeting, forecasting, KPI reporting, cash flow planning, and strategic financial guidance.
- Budgeting & forecasting
- KPI development
- Cash-flow forecasting
- Scenario planning
- Management reporting
- Strategic financial guidance
Our service ladder - grow with us
Monthly Financial Review
Understand Your Numbers, Not Just Your Reports
Financial statements should do more than sit in your inbox. Our financial review services help business owners understand revenue, expenses, cash flow, unusual activity, and financial trends so they can make better business decisions.
Monthly financial review is included with Bookkeeping Plus, Controller Services, and CFO Advisory engagements.
Ready for an Exact Quote?
Book a free, no-obligation consultation and we'll review your books and give you a precise monthly price.