Every client has individual needs; therefore, pricing for services can vary. Pricing can vary because of volume, difficulty, time management, and other determining factors. I do offer bookkeeping packages at a fixed rate. I do not charge by the hour.

Fixed pricing is required up front for all monthly bookkeeping services. Payments will be due at the first of every month. In addition, one time projects for catch up or cleanup services accepted will be charged 50% up front and 50% when the project is near completion.

Please Note: The packages below cater to small businesses and entrepreneurs who have revenue up to $500k. Therefore, package pricing will change based on company size, volume, time management, and other determining factors.

Monthly Packages

I offer a basic monthly package for a small businesses, entrepreneur, or startup with no payroll and only a few transactions per month.

The Basic Package Includes:

  • Customer’s Own QuickBooks Online Subscription or QuickBooks Online Accounting Software Subscription You Pay at a Discount
  • Initial Review or Setup of QuickBooks Online
  • Integrate Bank Feed as Needed
  • Record Transactions
  • Categorize Transactions Into Chart of Accounts
  • Reconcile One Bank Account and One Credit Card Account (Up to 2)
  • Quarterly Financial Reports via Email (Profit & Loss and Balance Sheet)
  • Email Support

The Just Getting Started monthly package below is my basic package for customers who have a regular stream of monthly transactions, no payroll, but prefer regular reviews of their account.

The Just Getting Started Package Includes:

  • Customer’s Own QuickBooks Online Subscription or QuickBooks Online Accounting Software Subscription You Pay at a Discount
  • Initial Review or Setup of QuickBooks Online
  • Integrate Bank Feed as Needed
  • Record Transactions 
  • Categorize Transactions Into Chart of Account
  • Reconcile Bank, Credit Card, or PayPal Statements (Up to 2)
  • Monthly Financial Reports via Email (Profit and Loss & Balance Sheet)
  • Email Support
  • Up to 1 Hour of Phone Consultation to Review Prior Month’s Income and Expenses

I offer the Make Your Life Easier and the Ultimate Goal package which include everything in the Just Getting Started Package. Keep in mind that every company has different needs so my discovery call will allow us to create a proper fit for your business.

My Beginning Price Points:

  • The Basic Bookkeeping Package $229
  • Just Getting Started Bookkeeping Package $279.
  • Quarterly QuickBooks Online Catch Up Services Start at $1000.
  • Quarterly QuickBooks Online Cleanup Services Start at $1500.

Bookkeeping Isn’t For Everyone

1) Start with a Discovery Call

Schedule a free discovery call so I can find out more about your business and we can decide if the relationship is a proper fit.

2) I May Request Additional Information

Depending on the status of your business I may need to review your QuickBooks Online account and have you fill out a questionnaire. Remember that I am just seeing the financial information of your business for the first time.

3) I’ll Email You 1 – 2 Package Options

I’ll email you 1 – 2 package options based on our conversation and the additional information received. However, in some cases there may be an additional cost for cleanup or catch up work.

3) Sign the Engagement Letter

Once you pick a package I will send you an engagement letter to sign.

I Look Forward to Hearing From You! Christa

Schedule a Free Discovery Call

QuickBooks Online ProAdvisor

To best serve my clients virtually I use QuickBooks Online. I am a QuickBooks Online Certified ProAdvisor. Save up to 50% off on a new QuickBooks Online account by using my referral link here.