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Pricing
Simple Rates, No Suprises
Choose the engagement model that fits where your business is right now. Clear pricing so you can budget confidently and know exactly what you're paying for.
1 hr / wk
$200
$56.20
2 hr / wk
$386
$54.55
3 hr / wk
$557
$52.90
4 hr / wk
$714
$51.25
5 hr / wk
$857
$49.60
Retainer
Up To
Flat Rate
Per Month
Overage
Per Hour
Larger retainer blocks may be available by arrangement.
$33
per hour
Current Bookkeeping
Ongoing / current records
$66
per hour
Historic Bookkeeping
Records older than 90 days
Linked Acounts
Per 50 transactions / month
2.4
annual hrs / account
Above reflects estimated annual hours to help you gauge which tier best fits your needs. Actual usage will vary based on the scope and complexity of your engagement.
Digital Statements
Per 50 transactions / month
8.4
annual hrs / account
Digital Statements
Per 50 transactions / month
8.4
annual hrs / account
Standard Documents Needed
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Statements from each bank and credit account for every month of each tax year
-
Check details not included in statements — number, date, payee, purpose, amount, and account
-
For every loan — Loan Note OR starting date, principal borrowed, and 12/31 balance for each tax year
-
Income documents: W-2s, 1099s, 5498s, SS benefit statements, pension distributions, workers comp letters, court-ordered awards, rental leases
-
Renters: copy of lease(s) for each tax year (mortgages covered under loans)
-
Quarterly payroll reports