Pricing
Most firms in this business won’t tell you anything until you’re on a call. Here’s what we can tell you up front: how we price, what moves the number, and what you’ll be asked before we quote.
You know what it costs before the month starts. No clock running while you ask a question.
We look at the actual state of things first. A quote given without that is a guess you’ll pay for later.
One-off work to get current is quoted apart from the ongoing fee, so you can see what’s a fix and what’s a commitment.
These reflect standard starting prices and adjust as your business complexity and needs increase.
$350
per month
$600
per month
Custom
quoted after a short call
$350
per month
$600
per month
Custom
quoted after a short call
$750*
per return
$850*
per return
Custom
quoted after a short call
*Tax pricing depends on the forms involved and how complex the return is.
Custom
quoted after a short call
Scoped to what you need, with a written quote before anything starts.
$650
per month
$1,000
per month
Custom
quoted after a short call
Need something outside these plans? Anything beyond them is quoted.
Two businesses of the same size can be very different jobs. These are what we’re actually looking at.
If the books are behind, that’s a one-off project quoted separately from the monthly fee, with a fixed scope and price agreed before we start, so it doesn’t become an open-ended bill.
Being clear about this up front saves an awkward conversation later.
A quick conversation about what you have now, what’s behind, and what you need. No pitch.
Read-only access or a few recent statements. We’d rather see it than be told about it.
What it costs monthly, what any cleanup costs once, and what’s included in each. Then you decide.
No obligation, and we’ll tell you if you don’t need us yet.
The things that come up most on a first call.
Bookkeeping starts at $350 a month on the Basic plan, and the final number depends on the factors above. Because the honest answer is that it depends, and a fixed list would mean either overcharging simple jobs or underquoting complicated ones and coming back later. The starting points above are real, and the factors that move them are listed so you can work out roughly where you’d sit.
Book a free call. We’ll learn about your business, answer your questions and send a fixed quote with the terms in writing. No work starts until you approve it.
Business returns start at $850. Individual returns depend on the forms and schedules involved, so we confirm the price after a short call.
We’d talk to you before changing anything. Prices move when the work genuinely changes — you take on staff, add an entity, double your transaction volume — not quietly at renewal.
No. The fee covers the work and the conversations around it. A firm that bills for a phone call trains you not to ask, which is how problems get expensive.
Yes, and it’s usually cheaper than buying them separately, because the work overlaps — the books feed the close, the close feeds the return. We’ll show you both numbers so you can see the difference.
That’s fine. Catch-up work, a single year’s return, or a cleanup project can all be one-off. There’s no requirement to move to a monthly arrangement afterwards.
Get in touch
Tell us roughly what you’re running and where it stands. We’ll come back with a quote, not a brochure.
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