Flat-Rate Bookkeeping Services

Flat-rate services offer a predictable and straightforward pricing structure, making it easier for business owners to budget and plan ahead. With a set monthly fee, there are no surprise charges, and clients can rest assured that they are getting the support they need without worrying about fluctuating costs. This transparency allows for a hassle-free experience, helping businesses focus on their growth while knowing their bookkeeping is in good hands.

Basic Package: $300–$500/month

Ideal for small businesses with low transaction volumes. Includes monthly profit & loss, balance sheet, and basic financial reporting.

• Bank reconciliations (1–2 accounts)
• Basic Profit & Loss and Balance Sheet Reports

• Unlimited email support
• 60 minutes of phone support per month

Deluxe Package: $500–$800/month

Perfect for businesses with moderate transaction volume. Includes all Basic Package services, plus payroll, invoicing, and more frequent financial reporting.

• Bank reconciliations (up to 3–5 accounts)
• Monthly Profit & Loss, Balance Sheet, and Cash Flow Reports
• Payroll processing (for up to 5 employees)

• Invoicing, bill payments, and expense tracking
• Monthly or quarterly strategic financial review
• 60 minutes of phone support per month

Premium Package: $800–$1,500+/month

Tailored for businesses with more complex needs. Includes Deluxe Package services plus custom financial reports, budgeting, and quarterly tax planning.

• Bank reconciliations (up to 10+ accounts)
• Detailed Profit & Loss, Balance Sheet, and custom financial reports
• Payroll processing (for more than 5 employees, as needed)

• Budgeting and financial forecasting
• Quarterly or annual tax prep assistance
• Monthly or quarterly financial consultation (strategy & planning)
• Priority support (additional hours available)

Hourly Rates

$30–$45/hour

Project Rates

Setup/Cleanup: $200–$2,000 (depending on complexity)