Bookkeeping Services: What to Expect, Pricing, and How to Choose
This is your one‑page buyer’s guide: inclusions, pricing, onboarding steps, security must‑haves, and a simple vendor checklist you can reuse.
What’s Included (Baseline vs Add‑Ons)
- Baseline: Reconciliations, categorization, software, monthly financials, support SLAs.
- Add‑Ons: Payroll, sales‑tax, AP/AR, catch‑up, multi‑entity.
Pricing Bands (Quick Look)
- ≤2 accounts, low volume: $150-$195/mo
- 3-6 accounts or moderate complexity: $225-$325/mo
- 7-8 accounts or very high volume/complexity: $325+/mo
- Add‑ons priced separately; one‑time catch‑up by months × volume.
Onboarding-What the First 14 Days Look Like
- Connect bank/credit card feeds; grant secure access.
- Map your chart of accounts; define vendor rules.
- First reconciliation + pilot close; resolve exceptions.
- Deliver reports; finalize cadence and responsibilities.
Security & Compliance Essentials
- Encryption in transit/at rest; role‑based access; activity logs.
- SOC 2 posture where applicable; least‑privilege access.
Vendor Checklist
- QBO/Xero certified? CPA review? Close timeline? Security controls? Transparent add‑on pricing? References?
FAQs
What do bookkeeping services include?
Reconciliations, categorization, software management, monthly financial statements, and optional add-ons like payroll or sales tax.
How are bookkeeping services priced?
By accounts, monthly volume, industry complexity, and add-ons.
