Bookkeeping Services Pricing

Instant Accounting & Bookkeeping Fee

No email required
How frequently do you need bookkeeping, tax, or accounting help?* Monthly     Quarterly     Yearly
What services do you need?*    Clean up my books    Reconcile and review regularly    Financial Statement Preparation    Tax returns    Other - let's discuss
What tax returns do you have to prepare?*   My personal return    Personal with business    An LLC (2+ members), S-Corp, C-Corp or Partnership  
 Sales Tax    Quarterly Payroll (federal & state)  
How many businesses need returns?* 
On average, how much are your monthly expenses?* 
Which accounting software do you use?* 

We use QuickBooks Online to keep books for many of our clients. We can provide a copy of QuickBooks Online Simple Start for $25/mo. in addition to the fees below.

We can work with most software using our remote connection software. Please contact us to be sure we can work with your software. Depending on the features of your software, additional fees may apply.

Pricing Appears Here

Once we have enough information to provide your pricing, it will appear here. No email is necessary to review our basic pricing.

Annual Services

Bookkeeping Only*

Clean up books (annually) $500(all months)
Annual bookkeeping Does not apply
Clean up books (annually) $650 (all months)
Annual bookkeeping Does not apply
Clean up books (annually) $750 (all months)
Annual bookkeeping Does not apply
Clean up books (annually) $1000 (all months)
Annual bookkeeping Does not apply

Tax Return(s) Only*

Personal Tax Return (1040 no business) $500
Personal Tax Return (1040 with business) $750
Business Tax Return (LLC, S-Corp, C-Corp, or Partnership) $750
Quarterly 941 preparation from your payroll records (per return) $150
Monthly or quarterly sales tax return preparation (per return) from your records. Also includes filing on your state’s website if supported and required. $75

Bookkeeping + Tax Return(s)*

Annual bookkeeping + tax return $1,250
Annual bookkeeping + tax returns $2,000
Annual bookkeeping + tax return $1,400
Annual bookkeeping + tax returns $2,150
Annual bookkeeping + tax return $1,500
Annual bookkeeping + tax returns $2,250
Annual bookkeeping + tax return $1,750
Annual bookkeeping + tax returns $2,500

Our Services:

  • Check for consistent records and proper classification of expenses
  • Review and correct classification of expenses as needed
  • Review bank and credit card reconciliations
  • Clean up your books (since the last tax return was filed, no more than 12 months; contact us if your books are further behind than this)
  • Prepare a balance sheet and income statement with your software (and go over them with you if you like)
  • Review outstanding receivables and payables and let you know if we see potential issues.
  • Review bank transactions for unusual activity.
  • Unlimited “quick chats” to advise you on business issues like taxes, insurance, pricing, and anything that concerns you.
  • Make suggestions if we see ways to reduce taxes, save money or sell more.
Items that need to be done before we start our work:
  • Record all entries (accept, add, post or match entries in  your accounting software)
  • Invoice all sales
  • Reconcile bank and credit card accounts in your software

Quarterly Services

Bookkeeping Only*
(Quarterly)

Clean up books (one time fee) $300 (all months)
Quarterly bookkeeping $200
Clean up books (one time fee) $500 (all months)
Quarterly bookkeeping $350
Clean up books (one time fee) $500 (all months)
Quarterly bookkeeping $450
Clean up books (one time fee) $600 (all months)
Quarterly bookkeeping $600

Tax Return(s) Only*
(per return)

Personal Tax Return (1040 no business) $500
Personal Tax Return (1040 with business) $750
Business Tax Return (LLC, S-Corp, C-Corp, or Partnership) $750
Quarterly 941 preparation from your payroll records (per return) $150
Monthly or quarterly sales tax return preparation (per return) from your records. Also includes filing on your state’s website if supported and required. $75

Bookkeeping + Tax Return(s)*
(Quarterly)

Clean up books (one time fee) $300 (all months)
Quarterly bookkeeping + tax return $350
Quarterly bookkeeping + tax returns $520
Clean up books (one time fee) $500 (all months)
Quarterly bookkeeping + tax return $480
Quarterly bookkeeping + tax returns $650
Clean up books (one time fee) $500 (all months)
Quarterly bookkeeping + tax return $570
Quarterly bookkeeping + tax returns $740
Clean up books (one time fee) $600 (all months)
Quarterly bookkeeping + tax return $710
Quarterly bookkeeping + tax returns $880

Our Services:

  • Check for consistent records and proper classification of expenses
  • Review and correct classification of expenses as needed
  • Review bank and credit card reconciliations
  • Clean up your books (since the last tax return was filed, no more than 4 months; contact us if your books are further behind than this), quarterly fee begins afer cleanup
  • Prepare a balance sheet and income statement with your software (and go over them with you if you like)
  • Review outstanding receivables and payables and let you know if we see potential issues.
  • Review bank transactions for unusual activity.
  • Unlimited “quick chats” to advise you on business issues like taxes, insurance, pricing, and anything that concerns you.
  • Make suggestions if we see ways to reduce taxes, save money or sell more.
Items that need to be done before we start our Quarterly work:
  • Record all entries (accept, add, post or match entries in  your accounting software)
  • Invoice all sales
  • Reconcile bank and credit card accounts in your software

Monthly Services

Bookkeeping Only*
(Monthly)

Clean up books (one time fee) $300 (all months)
Monthly bookkeeping $125
Clean up books (one time fee) $500 (all months)
Monthly bookkeeping $200
Clean up books (one time fee) $500 (all months)
Monthly bookkeeping $300
Clean up books (one time fee) $600 (all months)
Monthly bookkeeping $400

Tax Return(s) Only*
(Once per year)

Personal Tax Return (1040 no business) $500
Personal Tax Return (1040 with business) $750
Business Tax Return (LLC, S-Corp, C-Corp, or Partnership) $750
Quarterly 941 preparation from your payroll records (per return) $150
Monthly or quarterly sales tax return preparation (per return) from your records. Also includes filing on your state’s website if supported and required. $75

Bookkeeping + Tax Return(s)*
(Monthly)

Clean up books (one time fee) $300 (all months)
Monthly bookkeeping + tax return $170
Monthly bookkeeping + tax returns $230
Clean up books (one time fee) $500 (all months)
Monthly bookkeeping + tax return $240
Monthly bookkeeping + tax returns $290
Clean up books (one time fee) $500 (all months)
Monthly bookkeeping + tax return $330
Monthly bookkeeping + tax returns $380
Clean up books (one time fee) $600 (all months)
Monthly bookkeeping + tax return $420
Monthly bookkeeping + tax returns $470

Our services:

  • Reconcile accounts and credit cards
  • Check for consistent records and proper classification of expenses
  • Assist with classification of expenses as needed
  • Clean up your books (since the last tax return was filed, no more than 4 months; contact us if your books are further behind than this), monthly fee begins afer cleanup
  • Prepare a balance sheet and income statement with your software (and go over them with you if you like)
  • Review outstanding receivables and payables and let you know if we see potential issues.
  • Review bank transactions for unusual activity.
  • Unlimited “quick chats” to advise you on business issues like taxes, insurance, pricing, and anything that concerns you.
  • Make suggestions if we see ways to save money or sell more.

*Fees are based on a standard personal return with W-2 or 1099 earnings, interest, stock and bond investements, and a single business. More than one business return will generally be a bit more. W-2 or 1099 only earnings may be slightly less. Additional options such as Payroll processing, bill payment, invoicing, etc., are available. The combined bookkeeping and tax return fees above assume that personal returns include a Schedule C or E (business). Contact us for more information.