Pricing
The bookkeeping prices listed here can give you an idea of what our services cost. For each client however we do a complete review and provide a price based on exactly what your business needs and what services you want so your cost could be higher or lower than what is shown here. Each business is unique and we always work to price each project accordingly!
Bookkeeping
Small
- Just getting started and small businesses- usually 2-4 accounts/platforms*
- Monthly Coding and Reconciliations of bank, credit card, and other accounts and platforms
- Smaller monthly sales, expenses, transaction count under 150/month
- Journal entries, sales tax, payroll posting, adjustments, custom entries included
- Includes one business entity
- Income Statement & Balance Sheet Reports
- Access to CapForge Client Portal for all reports, messages, files, uploads and complete transparency
- Unlimited Support
- Month to Month Agreement- No Contract
Medium
- Businesses with moderate sales and activity- usually 3-8 accounts/platforms*
- Monthly Coding and Reconciliations of bank, credit card, and other accounts and platforms
- Medium monthly sales, expenses, transaction count between 100-1000
- Journal entries, sales tax, payroll posting, adjustments, custom entries included
- Includes one business entity
- Income Statement & Balance Sheet Reports
- Access to CapForge Client Portal for all reports, messages, files, uploads and complete transparency
- Unlimited Support
- Month to Month Agreement- No Contract
Large
- Larger businesses with significant activity- usually 5-10 accounts/platforms*
- Monthly Coding and Reconciliations of bank, credit card, and other accounts and platforms
- Typically large sales, expenses, transaction count over 1000 month
- Journal entries, sales tax, payroll posting, adjustments, custom entries included
- Includes up to two business entities
- Income Statement & Balance Sheet Reports
- Access to CapForge Client Portal for all reports, messages, files, uploads and complete transparency
- Unlimited Support
- Month to Month Agreement- No Contract
Enterprise / Custom
- The very smallest or largest businesses that have unique needs
- Monthly Coding and Reconciliations of bank, credit card, and other accounts- custom amount
- Variable sales, expenses, transaction count
- Journal entries, sales tax, payroll posting, adjustments, custom entries included
- Custom quantity of business entities
- Custom reporting available beyond standard reports
- Access to CapForge Client Portal for all reports, messages, files, uploads and complete transparency
- Unlimited Support
- Month to Month Agreement- No Contract
Premium Service
- Clients who want premium service including CFO/Advisory services, expedited reporting and full service attention. Covers one entity/EIN and up to 25 trackable accounts.
- Daily Transaction Coding for Banks/Credit Cards
- Weekly Sales/ Fees /COGS Posting
- A/R Posting
- A/P Posting
- Ad Spend Tracking
- Profit by SKU Reporting
- Cash Flow Forecasting + KPI Tracking
- Daily Dashboard Reporting
- Multi-Currency Included
- Monthly Advisory/Review Call
- Dedicated Team - Priority Access
- Priority New Client Onboarding
- Expedited Month End Financial Reporting
- Sales Tax Filing
- Payroll Processing
- Entity Document Filing
- Returns/Lost Inventory Tracking/Claims
- Bi-Annual CPA Tax Planning Review
Advisory Service
- Monthly Cash Flow Report
- Financials Forecasting- Budget to Actual Set up and Tracking
- Monthly Review Call - Growth and Profit Consulting
- Expedited Bookkeeping and Financials Reporting
- Income/Expenses Ratio Analysis
- KPI Set up and Tracking
* An account or platform is anything that needs to be tracked and reconciled and includes bank accounts, credit cards, payroll services, loans, payment processors like Stripe or Square, sales platforms like Amazon, Shopify, Wal-Mart, etc. with each store or instance counting as one or any other trackable account that needs to be included to make the financials complete and accurate.
Payroll
Our Flat Rate Bookkeeping Pricing
You don’t want to guess how much your bookkeeping is going to cost each month, or have to pay extra for a slow typist, fixing errors or just because you had a few more sales than usual- and we don’t make you!
Our pricing is 100% transparent and up front. If you don’t fit into one of the columns above we can adjust to make something custom that does fit for you, bigger or smaller depending on the situation. Most of our clients fit into one of the first three categories, but if not, no worries!
For payroll, we are a LOT lower than some of the big name firms like ADP and Paychex and we can do everything they can do. Our payroll starts at $49/month, for the first 1-3 employees inclusive, and then $10 a month for each additional employee from the fourth one up. Direct deposit is included free.
Other services are entirely dependent on your needs and are quoted individually.
All our services are performed on a fixed fee basis so you know exactly what it will cost each month. We will give you an exact quote for the work before you start, and firm deadlines for getting it done. Our agreement is done in writing and spells everything out so you know exactly what you are getting and what it will cost.
If there are changes to be made, you have questions or other things come up, the price won’t change.
Our prices reflect our business methodology. Please see the “how it works” section to see how we work. Our prices stay low while our results and service are top notch precisely because of the way we maximize efficiency and the work flow. Or just give us a call for a complete overview of what we can do for you!
Every Job is Unique
While we have some standardized pricing, we do look at every client and every job as a unique project. Most often clients are interested in monthly work, but we can do quarterly, and we can do weekly. We can also do one off projects, and we can offer all or just some of our services- each job can be individually assessed and quoted.
The price you pay depends on a number of factors, including the volume of transactions, type of transactions, number of accounts, type of entity, the level of involvement on your side, etc.
Regardless of the price, our focus is to provide high value, so that you know you are getting professional work done you can trust and you can instead spend your time growing your business and doing the things you do best.
Catch Up Work
If your books are a little or a lot behind, we can get them caught up for you in addition to providing ongoing service.
To determine a price for that work, which is normally less than the ongoing cost because we do it all at once, just give us a call and we can provide an estimate and let you know what we would need to give you an exact quote and an exact deadline for getting it done.