Monthly Bookkeeping provides firms with month-end, reconciled financials for management use and decision-making. Your bookkeeper will complete your books on a monthly basis to ensure that your transactions are accurately recorded. A month-end report will be sent to you letting you know when the books are completed and if there are any transactions that need clarification.
Reclaim your Time with Accurate Monthly
Bookkeeping
Pricing
Pricing is tied to complexity based on your firm’s gross revenues and number of bank-type accounts. Bank-type accounts are accounts where transactions may occur, such as checking, credit cards, lines of credit, and custodial accounts.
$ 2 5 0 /MONTH $ 3 00 /MONTH $ 3 5 0 /MONTH
Up to $100k Up to $250k Up to $450k
Up to 5 accounts Up to 8 accounts Up to 10 accounts
$ 4 00 /MONTH $ 4 5 0 /MONTH CUSTOM QUOTE
Up to $800k Up to $1.5 M More than $1.5 M
Up to 12 accounts No account limit
Onbarding Fees are $500 and include a needs assessment meeting, a setup meeting, review and modification of the chart of accounts, balance sheet review, up to four hours of book cleanup, and reconciliation of bank-type accounts.
Fiduciary & Fee Only Financial Planning | PurposefulSP.com