Investment

All Inclusive Packages:

Basic Bookkeeping: $200–$500/month (depending on complexity and volume)

• Includes basic data entry, transaction tracking, and monthly reconciliations.

Standard Bookkeeping: $500–$1,000/month (depending on complexity and volume)

• Includes payroll processing, financial reports, and more detailed account management.

Comprehensive Bookkeeping: $1,000–$2,500+/month (depending on complexity and volume)

• Includes all bookkeeping services, plus in-depth reporting, budgeting, and cash flow management.

à la carte custom plans:

Data Entry & Transaction Categorization

• Organize and input financial transactions into QuickBooks Desktop, QuickBooks Online, or Sage Accounting.

• Hourly Rate: $40–$65/hour (depending on complexity and volume)

Account Reconciliation

• Reconcile bank accounts, credit cards, and other financial accounts to ensure accurate records.

• Hourly Rate: $40–$65/hour (depending on complexity and volume)

Payroll Processing

• Manage employee payroll, including calculations, deductions, and submissions.

• Hourly Rate: $60–$75/hour (depending on complexity and volume)

Monthly Financial Reports

• Prepare detailed profit and loss statements, balance sheets, and cash flow reports.

• Hourly Rate: $40–$65/hour (depending on complexity and volume)

Accounts Payable & Receivable Management

• Track and manage payments to vendors and receivables from customers.

• Hourly Rate: $40–$65/hour (depending on complexity and volume)

Transaction Detail Collection

• Gather and categorize transaction details directly from bank accounts and credit card statements.

• Hourly Rate: $40–$65/hour (depending on complexity and volume)

QuickBooks & Sage Support

• Assist with software setup, troubleshooting, and training.

• Hourly Rate: $75–$85/hour (depending on complexity and volume)

Clean-Up Projects

• Organize and reconcile backlogged accounts or messy records.

• Hourly Rate: $65–$85/hour (complex cases may be higher)

Tax Preparation & Filing  

Businesses 

• Single-Member LLC (Schedule C)

  • $300 – $600

• Multi-Member LLC (1065)

  • $600 – $1,000+

• S Corporation (1120-S)

  • $750 – $1,500+

• C Corporation (1120)

  • $800 – $2,000+ 

Individual 

• 1040 with Schedule A (itemized deductions)

  • $200 – $300

• 1040 with Schedule C (sole proprietor)

  • $300 – $600

• 1040 with multiple states or investments

  • $400 – $800

Bookkeeping cleanups add Ons (before tax prep)

• $50 – $150/hour

State returns (per state)

• $50 – $100

Amended returns (1040X, etc.)

• $200 – $400

Audit protection/add-on

• $75 – $150

Tax planning session

• $100 – $250/hour

QuickBooks file review

• $100 – $300

*All Current Year-Round Bookkeeping Clients Receive Discounted Filing & Prep*