Every offer we run, with the price we actually charge and what it delivers, per client
file. Nothing on this site sits behind a form, and there's no partner rate to haggle
over. The number below is the number your firm pays, and whatever you bill your own
client on top is yours to keep.
One rate
Why there's no volume discount
Every figure below is flat, per client file, whether you send us one or fifteen. The
work on a file doesn't get easier just because more files arrive with it, and a rate
that quietly drops at some threshold was probably set too high to begin with.
Ten or more files is a different conversation, and it's a scheduling one before it's a
pricing one. Have a look at ten or more files, the last group in the schedule.
Offers
Every offer, and what it includes
Seven engagements, grouped by how each one is priced, because that's the difference
that matters before the figure does. Cleanup and catch-up are priced per month of
backlog. A client file with three uncategorized months costs less to fix than one with
eighteen, and you should know that before you commit, not after. Monthly close
is the only recurring one, priced by transaction volume. File setup and the handoff
pack are one-time per client file, whatever the backlog looks like.
Every offer below lists what you actually get, not just what it costs. Where an offer
has bands (catch-up has two, monthly close has three) we spell out the condition that
picks each one, so you can place a file yourself before we do.
Start here
Free, and it comes before any figure is quoted. Nothing else on this page gets priced until this has told us what the file actually needs. Email omkarmoraye5@gmail.com and you'll have a written answer inside 48 hours.
Know what you're taking on
File Review
Freeone-time
Send us one client file and we'll read it properly, then write back inside 48 hours: what's wrong, how many months it touches, and what it takes to put right. The report is yours whether or not you send us the work.
What's included
A month-by-month count of what needs correcting or entering, so the scope is a number you can check, not an impression.
Which offer applies (cleanup, catch-up, or neither), in writing, before we quote you a fee.
Accountant-level read access and nothing else. No card, no admin rights, and you can revoke it from inside QuickBooks at any time without asking us.
The written report either way , including if you take it to someone else or keep the work in-house.
One-time engagements whose size the file decides, not the calendar. A month only counts if it needs work before it can be trusted, and the file review gives you that count first.
Fix months that are wrong
Cleanup
$199 per month of backlog
Periods that exist in QuickBooks but can't be trusted: miscategorized, unreconciled, duplicated. Priced per month of backlog that needs correcting, so a four-month problem never pays for a fourteen-month one.
What's included
Every flagged month re-categorized to the file's actual chart of accounts, with draws, owner contributions and loan paydowns booked where they belong instead of into expenses.
Bank and card accounts reconciled to the statement balance for each month in scope, with the reconciliation report saved against that month.
Duplicate transactions removed : we keep the version matching the bank feed and delete the manual copy instead of hiding it.
A written summary of what was wrong and what changed, month by month, so the corrections can be traced later.
Months with nothing in them at all, rebuilt from the bank feed and source documents. Priced per month of backlog whether that's six months or three years. We work the months in parallel, so it never takes three years to fix three years.
The bands
Standard
A straightforward service business, with no inventory, job costing or trust accounting.
$249
Inventory, trades or real estate
Inventory costing, job costing, or trust accounting layered into the same backlog work.
$349
What's included
Every missing month entered from the bank feed and source documents, categorized to the actual chart of accounts.
Every account reconciled to the statement balance for each month brought current, starting from the last known good balance if one exists.
One open-items list of anything we can't classify without an answer, sent as a single batch instead of a drip of one-off questions.
A closing trial balance for the period, ready to hand to a tax preparer or a lender the day it's finished.
Fixed work with a fixed shape. However big the backlog is, these cost what they cost.
Start the file right
New File Setup
$299 one-time
A new QuickBooks Online company built correctly from the start, instead of one that inherits the habits of the file it replaces. It's also the second half of a move off QuickBooks Desktop, where the historical data is priced as cleanup.
What's included
A chart of accounts built and mapped from the file it replaces, so prior-year comparisons still line up.
Bank and card feeds connected with the categorization rules that stop the feed filling up with uncategorized entries again.
A reporting structure set up , with class or location tracking where the business actually reports that way.
One client, one year, delivered comfortably ahead of your filing deadline. Built so you can review it once and sign off, with every judgment call listed for you rather than made on your behalf.
What's included
Every transaction for the year categorized to the client's actual chart of accounts.
Every bank and card account reconciled to its statement, month by month.
Judgment calls flagged, not posted : depreciation schedules, book-to-tax differences, anything touching the return itself stays yours.
A trial balance delivered as a working paper, ready to drop straight into the return.
The only recurring commitment on this page. It starts once the file is clean or caught up. Running a monthly cadence on top of an unreconciled balance just produces a close that's wrong the same way every month, and neither of us wants that.
Keep it clean, every month
Monthly Close
$199 – to $399 per month
Closed by the 5th business day, every month, so the client's file is never more than a few days out of date. Priced by transaction volume instead of by the hour, so the fee doesn't move because a month was busy.
The bands
Tier 1
One bank or card account, roughly 75 transactions a month or fewer.
$199
Tier 2
Multiple accounts, up to roughly 200 transactions a month, class or location tracking.
$299
Tier 3
200+ transactions a month, multiple entities, locations, or job costing.
$399
What's included
Every bank-feed transaction reviewed by a person and posted to the chart of accounts, not left to a rule nobody checked.
Every bank and card account reconciled to its statement before the month is called closed.
Profit and loss, balance sheet and reconciliation reports by the 5th business day, with a short written note on anything that moved unusually from the prior month.
Payroll entries, loan amortization and accruals included wherever they apply, and never billed as a surprise add-on mid-year.
Still every rate above, unchanged. What we quote at this size is the schedule, not a discount.
Send a roster, not a file at a time
Bulk, 10+ clients
Contact us10 or more client files
A standing arrangement instead of a referral at a time. At that size, scheduling and capacity matter more than price, so we quote this one against your actual client list and your filing deadlines.
What's included
The same published per-file rates as every offer above. No volume tier quietly reprices a file once you've committed.
A scheduled delivery date per file agreed as a batch against your filing deadlines, instead of an open-ended queue.
A straight answer on capacity before you commit a client, including “not by that date”, which is the answer a subcontractor is most tempted to avoid giving.
What's the difference between cleanup and catch-up bookkeeping?
Cleanup fixes months that exist in QuickBooks but are
wrong: miscategorized, unreconciled, duplicated.
Catch-up fixes months that were never entered at all.
Most files need one or the other, not both, and the free file review tells you which
before we quote either.
A file that's been touched every month but sloppily is a cleanup: categories wrong,
duplicates in the bank feed, nothing reconciled since some specific date. A file with
entire months showing a zero balance because nothing was ever entered is a catch-up.
Plenty of files are both, with current months cleaned up and older ones caught up.
The cleanup
and catch-up
pages each go into what that looks like in practice.
Access
Do I have to give my bookkeeper admin access to QuickBooks?
No, and you shouldn't have to. We ask to be added as an accountant user inside the
client's QuickBooks company, which is enough to categorize, reconcile and run reports.
It hands over no billing, no subscription control and no ability to delete the company
file, and you can revoke it from the client's own user list any time without asking us.
How backlog is counted
How is a "month of backlog" counted?
A month counts as backlog if it needs work before it can be trusted: categorized,
reconciled to the bank, or entered from scratch. A month that's already accurate
doesn't count, even if it sits between two that do. We put the exact count in writing
before quoting you anything, so the number on your invoice traces back to specific
months instead of a guess.
Catch-up's two bands above cover most files. The higher one applies when the backlog
includes inventory costing, job costing for a trades business, or trust accounting for
real estate. Those genuinely take longer per month than a straightforward service
business, so the per-month price says so up front instead of arriving as extra hours
after the fact.
Worth it
Is catch-up bookkeeping worth it if I'm three years behind?
Usually yes. Three years behind is roughly 36 months of backlog, priced per month
instead of as one alarming project fee, and most of that work happens in parallel once
source documents are in hand. It never takes three years to fix three years. The real
cost of staying behind is usually bigger than the invoice: a lender or buyer who won't
move on unreconciled books, or a return filed on guesses.
The one exception is a file so old that the source records no longer exist anywhere:
bank statements, receipts, prior returns. We flag that in the first 48 hours, before
quoting any per-month price, so you're never billed to reconstruct what can't be
reconstructed.
Rate changes
What happens if these prices change
Every figure above is a standing rate, not a promotion. There's no countdown, no
introductory period and no cap after which it climbs. If a rate does change, a firm
already engaged stays at the rate it agreed for the work it agreed to, and the new
price applies to new work only. Nothing here is priced to be renegotiated upward later.
Start
Where to start
Not sure which offer fits? Start with the free file review:
48 hours, read-only access, and a written answer either way. Otherwise go straight to
the page for the work you need.
Running the business rather than the practice? This schedule is written for firms
buying white-label capacity. If you want your own books handled and you deal with us
directly, the fees for that are on
bookkeeping for business owners.