Fixed monthly fees, scoped to the work.
Most engagements run on a flat monthly rate, scoped up front.
We don't price by hours. Every engagement is scoped up front based on three things: how complex your reconciliation is, how much volume runs through it, and how much of the accounting function we own. Then we quote a flat monthly rate. The examples below show how that plays out across real engagements.
One platform or processor. Modest transaction volume. Clean source data. You need accurate monthly books and someone who can actually decode the deposits — not a full accounting team.
- Monthly bookkeeping
- Bank & payment reconciliation
- Monthly P&L and balance sheet
- Xero (or QuickBooks for existing setups)
Multiple payment systems. High-volume reconciliation. Or a vertical platform that doesn't sync to your accounting software. The reconciliation is the work — most of what we do lives here.
- Everything in Simple
- Multi-system reconciliation
- Custom CSV / data pipeline
- Channel or segment-level reporting
- AR/AP support
Outsourced bookkeeping operations — multi-entity, audit-prep ready, full AR/AP, custom data pipelines. The work that turns into a full accounting department, run by us.
- Everything in Standard
- Multi-entity bookkeeping & consolidation
- Full AR / AP management
- Audit-ready monthly close
- Dedicated team & account lead
Onboarding fee: $1,500 – $2,500 for most engagements. Complex setups (multi-entity, custom data pipelines, significant historical cleanup) are scoped separately. Covers Xero or QBO setup, chart of accounts, integrations, historical data review, and the first reconciliation cycle. Quoted up front, paid once.
What our clients actually pay.
Each example is a real engagement, anonymized. Industry, revenue, complexity, services, and monthly fee. Read across — and find the one that looks most like yours.
What's included, what's not.
Every engagement starts with the core. Add-ons are scoped separately if you need them.
Included in every engagement
- Monthly bookkeeping & reconciliation
- Multi-system payment reconciliation
- Bank & credit card reconciliation
- Monthly P&L and balance sheet
- Cash flow statement
- Channel or segment-level reporting where it applies
- Dedicated bookkeeping team
- Xero (default) or QuickBooks for existing setups
Add-ons, scoped separately
- AR / AP management
- Sales tax filing (per state)
- Inventory & COGS tracking
- Catch-up & cleanup projects
- Custom data pipelines (BigQuery, Fivetran, etc.)
- NetSuite support
- Audit-prep support (we provide clean data, not opinions)
How to get a quote.
Tell us about your business — platforms, volume, what's working and what isn't. We'll come back with a number.
Contact Us