Monthly Bookkeeping Services: Plans, What’s Included & How to Choose
A monthly plan keeps your books accurate and tax‑ready all year. Here’s how to choose the right tier-and lower costs without losing quality.
Plan Tiers (Typical)
- Starter ($150): 1 account, low volume.
- Growth ($195–$225): 2–4 accounts or moderate volume.
- Advanced ($275–$325+): 5–8 accounts or higher complexity.
Inclusions You Actually Use
- Reconciliations, categorization, software, reports.
- Quick variance review and email support SLAs.
Add‑Ons You Can Toggle
- Payroll, sales‑tax, AP/AR, catch‑up projects.
FAQs
Which monthly plan should I start with?
Most start on $150-$225/month depending on accounts and volume, then scale as complexity grows.
Can I add payroll later?
Yes-start with bookkeeping and add payroll or sales-tax filing when needed.
