White-label
Simple client
$400/month
- Up to about 100 transactions a month
- 1–3 bank or credit card accounts
- No payroll
Your firm bills the client. You pay this wholesale rate.
Pricing
Flat monthly rates, quoted per client.
Final quotes come after a free review of each client's books.
Monthly bookkeeping
White-label
Complex client
From$600/month
- Higher transaction volume
- Payroll
- Job costing
- Multiple entities
Any one of these puts a client in this tier. Your firm bills the client.
Referral
Billed to the client
From$600/month
- Priced on the client's complexity
- I bill the client directly
- Your firm keeps all tax and advisory work
You pay nothing for referred clients.
Year-end cleanup and catch-up
| Item | Rate |
|---|---|
| Cleanup or catch-up | $200 per month of books |
| Minimum | $650 |
| Rush before January filing season | +25% |
Example
A client is six months behind and needs the books before filing season.
6 months × $200$1,200
Rush (+25%)$300
Total$1,500
Two months of books would be $400, so the $650 minimum applies.
Every quote starts with a free review.
I look at each client's books before quoting, so the rate matches the real work. Payroll and AP/AR support are scoped into the client's monthly rate.