Pricing for Bookkeeping & QBO Training

I offer flat-rate pricing for bookkeeping, cleanup, and training so you’ll always know what to expect. Quotes are based on transaction volume, workflow complexity, and the level of review or support needed, in addition to time spent.

Most businesses start with a Diagnostic Review so we can get a clear picture of what’s working, what needs cleanup, and how to move forward. If you’re just starting out or already know what kind of training you need, we can often skip that step.

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

Diagnostic Review

Pricing is based on the number of years and systems involved so the review is appropriately scoped.

Full Diagnostic – $950 1st year diagnosed, $250 additional years

Recommended for outdated or disorganized books, missing reconciliations, complex workflows, or any business preparing for cleanup or ongoing bookkeeping. This detailed evaluation includes:

Historical review of your books
Chart of accounts structure check
Reconciliation gaps and transaction volume review
Diagnostic review of external systems (POS, payment platforms, inventory systems), including reconciliation evaluation and data flow assessment (add $250 per additional system reviewed)
Clean-up scope summary & notes for proposal
Full onboarding included

File Review Option – $700 flat fee

For businesses with existing books that appear mostly current. This review confirms file health and readiness for onboarding. It includes:

Light review of reconciliations
Basic chart of accounts structure check
General file setup and account organization review
Confirmation of readiness for ongoing bookkeeping
Full onboarding included

Ongoing Monthly Bookkeeping

Bookkeeping packages are flat-rated based on the size and needs of your business. We consider transaction volume, how many accounts need reconciling, and how much support you want each month.

Tier	Monthly Rate	Best For
Lite	$350	Under 30 transactions/month, 1 reconciliation, light review
Essentials	$600–$1,300	Up to 150 transactions/month, GL review, basic reports with KPIs
Growth	$1,200–$2,000	Up to 300 transactions per month, AR/AP, CPA support, monthly Zooms, ongoing support
Full Support	$2,000–$5,000	High-volume AP/AR, vendor/client contact, project tracking, cash flow monitoring

➕ Add-ons available: Payroll, Bill Pay, 1099 Filing, Custom Reports, Advisory

Want more than clean books?
Add on monthly or quarterly financial insights — including a quick strategy call and a 1-page summary tailored to your business.

💡 Available as an add-on for Growth and Full Support clients: $250/month or $525/quarter

QuickBooks & Bookkeeping Training

All training is flat-rate and hands-on, using your actual workflow.

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

Support Options: $75/30-min session or $200/month for ongoing help (1.5 hrs)

Cleanup & Catch-Up Bookkeeping

Cleanup projects are fully customized based on how far behind things are and how many accounts need sorting out. Projects often include:

Rebuilding historical transactions
Reconciling months or years of data
Correcting prior-year entries
Chart of accounts restructuring
Vendor/customer cleanup

Most projects fall between $1,000 and $5,000
Final quotes provided after Diagnostic Review

Let’s Get Started