Monthly Bookkeeping Plans
Monthly bookkeeping starts at $125/month. Most small businesses fall between $225–$500/month depending on transaction volume, number of accounts, and cleanup needs.
Starting at $125/month
Best for very small businesses with low monthly activity and clean books.
Includes:
Transaction categorization
Bank/credit card reconciliation
Basic monthly profit & loss report
Email/message support
Good for businesses with simple activity and only a few accounts.
Starting at $75/month
For business owners who enter their own transactions but want help making sure their bank and credit card accounts are properly reconciled each month.
Includes:
Monthly bank/credit card reconciliation
Reconciliation reports
Review of differences or issues
Notes for missing or unclear items
One-time reconciliation projects are available and typically start at $75–$250 per account/month, depending on complexity.
Starting at $225/month
Most popular
Best for small businesses that want steady monthly bookkeeping, reconciled accounts, and clear monthly reports.
Includes:
✓ Monthly transaction categorization
✓ Bank and credit card reconciliations
✓ Profit & loss report
✓ Balance sheet review
✓ Review of unusual transactions
✓ Monthly notes/questions
Best fit for most local service-based businesses.
Starting at $300
For businesses that are behind, unreconciled, or need QuickBooks cleaned up before tax time or ongoing monthly bookkeeping.
Pricing depends on:
How many months are behind
Number of bank/credit card accounts
Transaction volume
Condition of the books
Missing statements or unclear transactions
Whether prior periods need to be corrected
Most cleanup or catch-up projects range from $300–$1,500+, depending on the amount of work needed.
Starting at $500/month
Best for busier businesses with more transactions, more accounts, or extra activity through apps like Stripe, PayPal, Square, Jobber, or similar systems.
Includes:
✓ Higher transaction volume
✓ Multiple account reconciliations
✓ Monthly financial reports
✓ More detailed transaction review
✓ App/payment processor review
✓ Monthly bookkeeping summary
Good for growing businesses with more moving parts.
Starting at $250
For new business owners or businesses moving into QuickBooks Online.
Setup may include:
QuickBooks Online company setup
Basic chart of accounts
Bank/credit card connection
Company settings
Basic setup review
More detailed setup with first-month support starts at $350 - $550.
Why pricing can vary
Every business is different. A business with one checking account and 40 monthly transactions will not need the same level of support as a business with several accounts, payment processors, loans, payroll activity, or months of cleanup.
Your estimate is based on:
Monthly transaction volume
Number of bank and credit card accounts
How many months need to be reviewed
Whether cleanup is needed
QuickBooks condition
Extra systems like Stripe, PayPal, Square, Jobber, or payroll software
You will receive a clear estimate before any work begins.