What it costs
One flat monthly fee, set by how complex your books are. Send your books or last month's bank statement and you get the number, not a pitch.
How the monthly fee is set
Bookkeeping is mostly the same work for every client. What changes the price is how much of it there is.
- 1
Send your books or a bank statement
Access to your QuickBooks file, or just last month's bank statement.
No charge and no obligation.
- 2
I look at how complex it is
How many accounts, how many transactions, and anything extra such as progress billing or several rental properties.
- 3
You get one flat monthly fee
Not an hourly rate, and not a range that moves.
Included every month
All of your accounts, not just the operating one
Bank, credit cards, lines of credit, loans. A file where only the main checking account ties out is a file that is still wrong.
Books closed on a schedule you can plan around
A fixed close date every month, so the numbers arrive while they can still change a decision instead of after the quarter is spent.
A year-end package for your CPA
Handed over clean. What your CPA quietly charges you for is rebuilding a year before they can file it, and that is the line item this removes.
No setup fee
Getting your file into a workable state is either part of onboarding or it is a cleanup, and a cleanup gets quoted on its own.
Cleanup is priced separately
Behind on your books is a different job from keeping them, so it gets its own number. One number, flat, before any work starts. Not an hourly rate and not a range that moves once we begin.
- 1
Send the file
Access to QuickBooks Online, or a backup if you are on Desktop. Nothing is changed while I look. I go through what is reconciled, what is not, and how far back the problems run.
The review costs nothing and there is no obligation.
- 2
You hear what is actually in there
In plain language. What is missing, what can be rebuilt from what you already have, and what it will take to get current.
- 3
One flat quote
The number you agree is the number you pay. If the file turns out to be worse than it looked, that risk sits with me, because I am the one who looked at it.
Questions I get asked about price
Why isn't there a price list?
Because a fair price depends on how much is going on in your books, and a price list would overcharge some people and undercharge others. Send your books or last month’s bank statement, or call 727-729-2185, and you get your flat monthly fee.
What if my business gets busier?
A busy month is a busy month and does not trigger a bill you did not expect. If the work changes for good, we talk about it before anything changes, and you know why.
What am I paying for in a slow month?
The same work. Accounts reconciled, transactions categorized, books closed. A quiet month is when your books are most likely to drift, and it is also the month you find out what last quarter actually made.
Why quote cleanup flat instead of by the hour?
Because an hourly rate makes my incentive the opposite of yours, and because you cannot budget against it. “About forty an hour” tells you nothing until the invoice arrives.
A single number, agreed before the work starts, is the only version of this that you can plan around. How catch-up and cleanup works.
Are you a CPA?
No. I am a QuickBooks Online Certified ProAdvisor. I keep your books accurate so your CPA can file from them without rebuilding the year first. If something needs a CPA’s signature or opinion, I say so and work alongside them.
What does it cost to get a quote?
Nothing. Send your books or last month’s bank statement and you get a flat monthly fee. If there is cleanup to do, that comes as its own flat quote, and you can say no to either.
Get a flat-fee quote
Send your books, or just last month's bank statement. You get one flat monthly fee, and a straight answer about what shape your books are in.