Priced around your books, not a package

How the fee works

One flat monthly fee, agreed before anything starts. It is never hourly, so there is no meter running when you email a question, and it does not change unless the scope changes and you have approved the change first.

The reason there is no price list on this page is that a price list would be a guess. A business doing 60 transactions a month through one account and a business doing 900 across five accounts and two entities are not the same job, and pretending otherwise means one of them is overpaying.

What determines your fee

Transaction volume

The number of transactions moving through your bank, card and payment accounts in a typical month. This is the single biggest driver, because it is what most of the work actually is.

Accounts and entities

A single operating account is faster to reconcile than several. Additional cards, loans, payment processors and entities each widen the scope. Two businesses under one owner are two sets of books, not one.

Condition of the records

Books that are current take less work than several years of backlog. If you are behind, that catch-up work is scoped and quoted separately as a one-off project, so it never gets buried inside a recurring monthly number.

What your fee can cover

Include everything below or only the parts you need. Anything you leave out is not in the quote.

• Bank and card reconciliation
• Transaction categorisation
• Monthly profit and loss and balance sheet
• Accounts payable and receivable
• Cash flow statement and forecast
• Year-end package for your CPA
• Catch-up and cleanup
• Monthly review call

What is not included

• Payroll. I do not run payroll or file payroll returns.
• Tax returns. I am a bookkeeper, not a CPA. Your CPA files; my job is to hand them books they can file from without rework.
• 1099 filing. I prepare the vendor list and the totals. Your CPA files them.

How you find out your number

A short conversation about what you have, then a written scope and a flat monthly fee. If part of it does not make sense for your business, say so and it comes out. There is no obligation attached to asking, and telling me where things stand costs you nothing but the time it takes to fill in a form.