Bookkeeping packages
Monthly bookkeeping packages
Four packages, set by your accounts and your volume.
The four packages
Standard
$150per month
One or two accounts and a light month.
- Accounts
- 1 to 2 accounts
- Volume
- Up to 50 transactions a month
Premier
$300per month
Up to three accounts and a steady month.
- Accounts
- 1 to 3 accounts
- Volume
- Up to 100 transactions a month
Executive
$600per month
Up to four accounts and a busy month.
- Accounts
- 1 to 4 accounts
- Volume
- Up to 200 transactions a month
Enterprise
Quotedat consultation
Five or more accounts, or a heavy month.
- Accounts
- 5 or more accounts
- Volume
- More than 200 transactions a month
Not sure which one fits? Book a free consultation and we will tell you, including if the answer is that you do not need us monthly.
Compared side by side
| Standard$150 per month | Premier$300 per month | Executive$600 per month | EnterpriseQuoted at consultation | |
|---|---|---|---|---|
| Connected accounts | 1 to 2 accounts | 1 to 3 accounts | 1 to 4 accounts | 5 or more accounts |
| Monthly transactions | Up to 50 transactions a month | Up to 100 transactions a month | Up to 200 transactions a month | More than 200 transactions a month |
| Monthly close | Categorized, reconciled, and closed | Categorized, reconciled, and closed | Categorized, reconciled, and closed | Categorized, reconciled, and closed |
Every package includes the same monthly work, in full. The number of accounts and the monthly volume are the only things that change between them. Books needing more work per transaction than a count can show are adjusted by hand after a consultation.
Before you choose
You hold your own QuickBooks Online subscription
Every bookkeeping package requires an active QuickBooks Online subscription in your business name. You hold that subscription and pay Intuit directly for it. It is not included in the package prices, and we do not resell it. You give us access by inviting us as a user from inside QuickBooks, so we never hold your password and you can remove our access yourself at any time.
Complex books are adjusted by hand
Volume is not the only thing that sets a price. Books that carry more work per transaction, or that need technical treatment a transaction count cannot show, are adjusted by hand after a consultation rather than taken from the table. We confirm your exact price before any work begins, and we do not change it without telling you first.
Online or in person, your choice
Bookkeeping runs entirely online if you prefer, or in person at our office on West Main Street in Locust. The monthly cycle and what you receive are identical either way.
Volume sets the package
Every package buys the same monthly work. The price is set by the number of connected accounts and the monthly transaction volume, and by nothing else. If your volume changes, we tell you before the price does.
Month to month, with thirty days notice
Bookkeeping runs month to month. Either of us can end it with thirty days' written notice, and prices can change on the same notice if your volume or scope does. The full terms are published, and you can read them before you commit.
Where we work
We take bookkeeping clients across the United States, online or in person. Our monthly reports are prepared for your internal management use only. We do not audit, review, compile, or verify your records, and no assurance of any kind is provided on the reports we deliver. We are not a CPA firm.
Read the bookkeeping engagement letter before you commit. It is the same agreement you sign in the client portal. Catch-up and cleanup of earlier periods is quoted separately and agreed before it starts. Our office does not run payroll. If you have employees, tell us and we will point you toward a payroll provider, then take their reports into your books. More about how the monthly cycle works.
Questions before you commit? Call (704) 888-1234 or book a free consultation. The first conversation costs nothing and carries no obligation.