Bookkeeping Service Levels
Monthly bookkeeping service levels are structured to provide consistent, accurate financial support based on transaction volume, account complexity, and overall bookkeeping needs. This ensures each business receives the appropriate level of service without overpaying or being under-supported.
Service level placement is determined after a free consultation, where business activity is reviewed to determine the appropriate level of ongoing bookkeeping support.
Bronze Level
Starts- $300 per month
The Bronze Service Level is designed for smaller businesses with straightforward bookkeeping needs and lower activity.
Appropriate for businesses with up to approximately 250 average monthly transactions.
Services include:
- Transaction categorization
- Monthly bank and credit card reconciliations
- General ledger maintenance
- Expense and income tracking
- Monthly Profit & Loss statement
- Basic financial review for accuracy.
Best suited for businesses with minimal payroll & straightforward financial activity.
Silver Level
Starts- $450 per month
The Silver Service Level is designed for growing businesses with increased activity & the need for more detailed financial oversight.
Appropriate for businesses with approximately 251–400 average monthly transactions.
Services include:
- All services included in the Bronze Service Level
- Payroll reconciliation and payroll expense tracking
- Accounts payable and receivable tracking
- Monthly Balance Sheet
- Cash flow review
- Expanded monthly financial reporting.
Best suited for businesses managing projects, recurring expenses, and payroll.
Gold Level
Starts-$600 per month
The Gold Service Level is designed for higher-volume businesses with multiple accounts and increased complexity.
Appropriate for businesses with approximately 401+ average monthly transactions.
Services include:
- Everything in the Growth package
- Higher-volume transaction management
- Multiple bank and credit card account reconciliations
- Enhanced financial reporting
- Ongoing accuracy checks and review
- Priority support and communication
Best suited for businesses that rely on accurate, up-to-date financial data for ongoing decision-making.
Service Level Placement & Pricing
Bookkeeping service levels are determined based on average monthly transaction volume, account structure, payroll activity, and overall bookkeeping complexity — not short-term fluctuations. Occasional increases or decreases in activity do not automatically change service levels.
If transaction volume or complexity increases consistently over time, service level placement and pricing may be adjusted. Any changes will always be discussed in advance to ensure clear expectations and uninterrupted service.
This approach ensures you receive the appropriate level of support without paying for services you don’t need.
Additional Services (As Needed)
The following services are available and quoted separately based on scope:
- QuickBooks setup
- Catch-up or historical bookkeeping cleanup
- One-time reporting projects
This ensures you receive the appropriate level of support without paying for services you don’t need.
Getting Started
I’m happy to review your needs and recommend the right level of service.
To begin, complete a brief intake form or reach out by email with basic information about your business. A phone consultation will then be scheduled to discuss your bookkeeping needs and current financial setup.
Service level placement and pricing are determined after reviewing your business activity and financial records. This ensures bookkeeping support is aligned with your needs and structured appropriately from the start.
📄 Complete the Intake Form
📞 Schedule a Phone Consultation
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