Pricing

Rates for cleanup and monthly bookkeeping. The right plan is confirmed on the first call.

Job costing, progress billing, retainage and project budgets, all tracked and managed in QuickBooks.

Cleanup and catch-up

Cash in, cash out

From $2,000

Bank and card transactions entered and every account reconciled. Does not include correcting invoices, bills, payroll or job costing.

Full cleanup

From $3,500

Everything in cash in, cash out, plus invoices and bills, open items, balance sheet, payroll reconciliation and other cleanup.

Full cleanup, plus jobs

From $5,000

Everything in full cleanup, plus past costs tagged to jobs or projects.

Your price depends on what your books need. A fixed quote follows a short call.

Cleanup work includes

  • Bank, credit card and loan reconciliations
  • Balance sheet account reconciliations
  • Payroll reconciliation and manual payroll check entry
  • Accrual accounting entries
  • Third-party app entry cleanup (payment processors, Zelle, CashApp, CRM, POS)
  • A/R and A/P cleanup
  • Chart of accounts cleanup / restructuring
  • Customer and vendor list cleanup
  • Loan amortization
  • Undeposited Funds and customer payment application
  • Duplicate, voided and misposted transaction correction
  • Past reconciliation error correction
  • Past costs tagged to jobs and projects
  • Misposted job costs reassigned to the right jobs
  • Retainage balance cleanup
  • Deposit and progress billing cleanup
  • Subcontractor 1099 setup

Monthly bookkeeping

Includes monthly maintenance of all cleanup work above.

Price is set by transaction volume, number of accounts, complexity, and how much of the bookkeeping cycle is handled. A fixed monthly quote follows a short call.

From $500 / month

Straightforward books: few accounts, low transaction volume.

From $850 / month

Higher volume or more moving parts.

From $1,500 / month

Full-service bookkeeping, regardless of volume.

Included with every plan

  • Data entry / categorization of bank and credit card transactions
  • Monthly bank and credit card reconciliations
  • Books closed by the 15th, with standard financial reports
  • Answers to your technical QuickBooks questions from a QuickBooks expert

10% off cleanup with monthly bookkeeping (3-month minimum).

QuickBooks walkthrough

$49

One 30-minute video session.