Pricing for Bookkeeping & QBO Training

I offer transparent pricing for bookkeeping, cleanup, diagnostic reviews, and QuickBooks training so you have a better idea of what to expect before we begin.

Every business is different. Pricing depends on the condition of your books, how many accounts and systems are involved, how much review is needed, and the level of support you want throughout the year.

Most businesses start with a Diagnostic Review. This gives me a clear picture of what’s working, what needs attention, and the best path forward. If you’re just starting out or already know what kind of training you need, we may be able to skip that step.

Jump to: Diagnostic Review | Bookkeeping Packages | Training Options | Cleanup Services | Contact

Diagnostic Review

Not sure where to start?

A Diagnostic Review helps me understand your current bookkeeping situation before recommending setup, cleanup, training, or ongoing bookkeeping.

Instead of guessing, I'll identify what's working well, what needs attention, and the best path forward so you know exactly where things stand.

If you're not sure which option fits, that's okay. Tell me a little about your books, and I'll help you decide where to start.

Focused File Review — $400 flat fee

Best for a generally current file, a specific bookkeeping concern, or a second opinion before deciding on next steps.

Focused review of your bookkeeping setup and stated concern
High-level review of account organization and reconciliation status
Identification of obvious risks, gaps, or workflow concerns
Clear recommendation for the appropriate next step, whether that is training, cleanup, a broader diagnostic, or ongoing bookkeeping

This is a focused, high-level review rather than a full diagnostic or detailed cleanup assessment. If deeper investigation is needed, I’ll explain the recommended next step before any additional work is performed.

File Health Review — $700 flat fee

Best for businesses with existing books that appear mostly current but need a broader assessment before cleanup, training, setup changes, or ongoing bookkeeping can be recommended.

Broader review of reconciliation status and account organization
Review of key balance-sheet accounts and overall bookkeeping setup
Chart of accounts and Products/Services or Item List review, where relevant
Review of transaction patterns, workflows, and supporting documentation
Assessment of relevant areas such as payroll, sales tax, inventory, job costing, or connected systems
Findings and recommendation for cleanup, training, setup changes, or ongoing bookkeeping
Client portal, accounting access, document organization, and review setup included

This review provides a broader assessment and preliminary next-step recommendation. If the books require detailed historical reconstruction or a comprehensive cleanup scope, I’ll recommend moving to the Full Diagnostic before additional work is performed.

Full Diagnostic — Starting at $950

Best for outdated or disorganized books, missing reconciliations, multiple connected issues, complex workflows, or businesses that need a detailed cleanup and implementation plan.

Historical review of the books and reconciliation status
Review of material balance-sheet accounts and unusual balances
Chart of accounts and Products/Services or Item List assessment
Review of relevant payroll, sales tax, inventory, job-costing, loan, equity, or related-party issues
Diagnostic review of connected systems such as POS, payment platforms, payroll, or inventory applications
Identification of cleanup requirements, dependencies, and areas of uncertainty
Detailed cleanup or implementation scope, assumptions, and recommended phases
Pricing recommendation for the proposed work
Full diagnostic intake, accounting access, document organization, and review setup included

Some reviews require additional time because of multiple years, entities, or connected systems. If that applies, I’ll explain the recommended scope and pricing before the review begins.

Ongoing Monthly Bookkeeping

Monthly bookkeeping keeps your books current throughout the year so you know where your business stands. My goal is to maintain reliable financial records, answer questions before they pile up, and help you use your books to run your business.

Every monthly bookkeeping package includes coordination with your CPA or tax preparer when needed.

Monthly packages start at the prices shown below. Final pricing depends on transaction volume, the complexity of your books, number of accounts and systems involved, and the level of support your business needs each month.

Foundation

Starting at $300/month

For very small businesses and startups with straightforward bookkeeping needs.

✓ Monthly reconciliations
✓ Transaction categorization
✓ Monthly financial statements
✓ Email bookkeeping support

Ongoing Bookkeeping

Starting at $600/month

For established small businesses that need regular review, reporting, and ongoing bookkeeping guidance.

✓ Everything in Foundation
✓ Sales tax filings
✓ Inventory review, when applicable
✓ Additional account reconciliations
✓ More involved month-end review
✓ Regular bookkeeping guidance

Managed Bookkeeping

Starting at $1,200/month

For businesses that need more hands-on support, regular coordination, and help keeping the bookkeeping process moving each month.

✓ Payroll processing or coordination
✓ AR/AP assistance
✓ Cash flow monitoring
✓ Vendor and customer coordination
✓ Regular planning meetings

Accounting Support

Custom quote

For businesses that need an experienced accounting partner involved in day-to-day operations.

✓ Acting as part of your accounting team
✓ Project accounting
✓ Internal workflow improvements
✓ Month-end close support
✓ Management reporting

Additional Services

✓ Payroll — Payroll setup, tracking, and support
✓ Bill Pay — Vendor payment support and workflow setup
✓ 1099 Filing — Annual preparation and filing
✓ Custom Reports — Reports designed around your business needs
✓ Advisory — Strategy conversations and workflow improvements

Financial Insights

Want more than organized books?

Monthly or quarterly Financial Insights include a one-page summary and strategy conversation focused on trends, questions, and opportunities in your business.

Available as an add-on for Ongoing, Bookkeeping, Managed Bookkeeping and Accounting Support clients: $250/month or $525/quarter

Cleanup & Catch-Up Bookkeeping

Need to get your books back on track? Whether you're a few months behind or several years behind, every cleanup project starts by understanding where things stand and creating a practical plan to move forward.

Because every set of books is different, cleanup projects are quoted individually after a Diagnostic Review.

Cleanup projects commonly include:

Rebuilding historical bookkeeping
Reconciling missing months or years
Correcting bookkeeping errors
Cleaning up the chart of accounts
Customer and vendor cleanup
Beginning balance corrections

Most cleanup projects range from approximately $1,500 to $5,000, depending on the condition of your books.

Every cleanup project includes a clearly defined scope of work and a fixed project quote before work begins.

QuickBooks Training & Advisory Support

Training and advisory support are designed for business owners who want to feel more comfortable in QuickBooks, understand their reports, improve their bookkeeping workflow, or talk through questions about what their numbers are telling them.

Sessions are hands-on and based on your actual business, so we can focus on the areas that matter most.

Session	Rate	Description
Bookkeeping Basics (2 hrs)	$350	What to track, staying organized, and understanding key reports
QBO Training (3 hrs)	$525	Navigation, transaction entry, invoicing, rules, and receipt management
Deep Dive (4 hrs)	$700	Reconciliations, general ledger review, workflows, and financial reports
Payroll Setup & Training (2 hrs)	$350	Platform setup, payroll tracking, and QBO setup for S Corps

Group training rates are available.

Consulting and advisory sessions: $350 for a 2-hour block. Includes report review, workflow questions, profitability review, or bookkeeping guidance.

Quick check-ins: $75 for up to 30 minutes.

Let's Get Started

Tell me a little about your business and what you're looking for. Whether you're ready to move forward or just have a question, I'll review your information personally and reach out within 1–2 business days.