Pay for What You Use, Nothing More
Not every business needs every service. Some need bookkeeping and payroll. Others need reconciliation and reporting only. Quoting a bundled rate that includes services you'll never use isn't in your best interest.
What we consider when building your quote
- Number of AccountsThe number of bank accounts, credit cards, and loans you carry has a direct impact on your monthly rate.
- Starting PointBooks that are months or years behind require a cleanup before ongoing monthly service can begin.
- Transaction VolumeThe volume of transactions each month directly influences the scope of the work.
- Payroll ComplexityEmployee count, pay frequency, and benefit deductions all factor into payroll pricing.
- Job CostingTracking costs by project adds a layer of detail beyond standard bookkeeping and is reflected in your quote.
- Sales & Use TaxRegular sales or use tax filing obligations are included in your service scope and priced accordingly.
- Commingled FinancesWhen personal and business expenses have been mixed together, untangling them takes additional time and is taken into consideration.
- Reporting RequirementsStandard financial statements are included, but detailed reporting by department, job, or location adds to the scope of your engagement.
A Starting Point Before We Talk
Here's an honest look at where our clients typically land.
Several factors go into your monthly rate. Your exact number is determined after consultation.
Payroll pricing depends on employee count and how often you run payroll. It can be added to your bookkeeping service or quoted separately.
Cleanup is priced by multiplying your quoted monthly bookkeeping rate by the number of months that need to be caught up.
These are general ranges, not guaranteed prices.