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Pricing

Tailored Bookkeeping Pricing for US Small Business

No flat tiers. No surprise fees. We quote based on your books, your software, and your filing rhythm. Most quotes back in your inbox within one business day.

  • AIPB Certified
  • QuickBooks ProAdvisor
  • Xero Partner
  • US-based team
Custom quote 60 sec
Step 1 of 4

Tell us about the business

Two quick taps and we are off.

Pick a business size and your software to continue.

Quote in your inbox within one business day. No follow-up sequence.

How pricing actually works

Every monthly retainer we quote sits on three numbers: how many transactions go through your accounts, how complex your filing and payroll are, and how much industry-specific compliance the file carries. None of those are public. All of them shape the price.

We do not run flat tiers because they punish everyone except the businesses they were named for. A sole proprietor running a hundred transactions a month should not pay the same as a small cafe with payroll and POS. So instead of a tier list, you fill a 60-second form and a written quote arrives in your inbox the same business day.

If you say yes, we move into onboarding the same week. If you don't, the quote stays in your inbox. There is no chase sequence and no expiry.

What changes the quote

The honest list. Six factors do most of the work in shaping the retainer for your business.

Transaction volume

The single biggest driver. A hundred transactions a month is a different job to a thousand. We measure against your actual recent data, not an estimate.

Number of employees

Payroll size, frequency, and W-2/1099 mix each shift the work. Weekly hospitality payroll is a heavier job than monthly clerical payroll.

Filing frequency

Quarterly is most common. Monthly closes shift the cadence. Annual is reserved for very small businesses only.

Industry compliance

Trust accounts, multi-state sales tax nexus, 1099 volume for construction, IFTA for trucking. Each adds scope.

Catch-up state

If your books are more than three months behind, the catch-up is quoted as a one-off project before the monthly retainer kicks in.

Reporting cadence

Monthly P&L is standard. Custom dashboards, cash flow forecasts, KPI reporting are add-ons priced separately.

What you get every month

The shortlist of work that runs on every retainer. We add to this for industries with their own compliance angles, and for clients with payroll.

  • Bank reconciliation across all accounts
  • Transaction coding with correct tax categorization
  • Vendor and customer invoice handling
  • Books kept tax-ready ahead of quarterly deadlines
  • Monthly profit and loss + balance sheet, with a plain-English summary
  • A real human at the end of the email

What we don't do

We are bookkeepers, not a one-stop accounting firm. Tax filing, statutory audits, and financial planning are deliberately out of scope. Your CPA or EA handles the tax return; we hand them a clean year-end pack so the return is faster and cheaper.

  • Tax return filing and IRS representation (your CPA or EA)
  • Statutory audits (an external auditor)
  • Strategy decisions (you, with our reports as input)
  • Investment or financial planning advice

Skip the guessing. Get a written number.

One form. One quote. One business day.

Book a 15-min call

The quote process, step by step

Three steps from form submission to onboarding kicking off. The form is the only step that requires your time.
  1. Step 1

    You fill the form

    Eight questions, about 60 seconds. Software, business size, filing frequency, where it hurts. The form posts straight to our inbox.

  2. Step 2

    We send a written quote

    Usually within one business day. The quote lists the monthly retainer, what is in scope, and what is an add-on. Nothing is hidden.

  3. Step 3

    You decide

    Yes, no, or come back in three months. The quote stays valid. There is no chase sequence, no expiry, no pressure.

  4. Step 4 (if yes)

    Onboarding kicks off

    File audit, software access, chart of accounts agreed. First monthly cycle is on the calendar inside seven days.

What clients say about how we quoted them

"We took on a big job last year and the 1099 subcontractor payments nearly broke me, tracking who I paid, chasing W-9s, all of it. I called three bookkeepers and they were all 'we'll get back to you with a quote.' These guys came back the next morning with a number, started the following Monday."
Dave, electrical contractor, Charlotte NC

Pricing FAQ

A note on what published pricing means in our category

Bookkeeping pricing in the US genuinely varies on the factors above. A few firms publish flat tiers; most do not, for the reasons explained on this page. We chose the quote-form path because it lets us send an honest number for your specific business, rather than a tier you have to wedge yourself into.

Want a real number, not a marketing range?

One form. One quote. One business day.

Book a 15-min call