Pricing
Rates for cleanup and monthly bookkeeping. The right plan is confirmed on the first call.
Job costing, progress billing, retainage and project budgets, all tracked and managed in QuickBooks.
One-time project
Cleanup / Catch-Up / Setup
For books that are behind, don't tie out, or were never set up right. I fix the history, or set QuickBooks up properly from the start.
Cash in, cash out
Bank and card transactions entered and every account reconciled. Doesn't include correcting invoices, bills, payroll or job costing.
Full cleanup
Everything in cash in, cash out, plus invoices and bills, open items, balance sheet, payroll reconciliation and other cleanup.
Full cleanup, plus jobs
Everything in full cleanup, plus past costs tagged to jobs or projects.
Your price depends on what your books need. A fixed quote follows a short call. Starting fresh in QuickBooks? Setup is quoted the same way.
Cleanup work includes
- New QuickBooks setup for businesses starting out
- Bank, credit card and loan reconciliations
- Balance sheet account reconciliations
- Payroll reconciliation and manual payroll check entry
- Accrual accounting entries
- Third-party app entry cleanup (payment processors, Zelle, CashApp, CRM, POS)
- A/R and A/P cleanup
- Chart of accounts cleanup / restructuring
- Customer and vendor list cleanup
- Loan amortization
- Undeposited Funds and customer payment application
- Duplicate, voided and misposted transaction correction
- Past reconciliation error correction
- Past costs tagged to jobs and projects
- Misposted job costs reassigned to the right jobs
- Retainage balance cleanup
- Deposit and progress billing cleanup
- Subcontractor 1099 setup
Ongoing
Monthly Bookkeeping
Month-end handled every month, so the books stay clean after the cleanup. Includes monthly maintenance of all cleanup work above.
Price is set by transaction volume, number of accounts, complexity, and how much of the bookkeeping cycle is handled. A fixed monthly quote follows a short call.
A few accounts and a low number of transactions each month. Straight month-end: entry, reconciliations and closed books.
More accounts, higher transaction volume, or more moving parts, such as jobs, loans or payroll reconciliation.
Full-service back office, regardless of volume. Everything above, plus accounts payable and accounts receivable: vendor bill entry and coding with an approval workflow, invoicing, and collections follow-up.
Included with every plan
- Data entry / categorization of bank and credit card transactions
- Monthly bank and credit card reconciliations
- Books closed by the 15th, with standard financial reports
- Answers to your technical QuickBooks questions from a QuickBooks expert
10% off cleanup with monthly bookkeeping (3-month minimum).
One session
QuickBooks Walkthrough
A 30-minute Zoom screenshare session to troubleshoot one specific area or issue in QuickBooks Online (QBO) or Intuit Enterprise Suite (IES).
QuickBooks walkthrough
One 30-minute Zoom screenshare session, one specific area or issue.
Before you book
Common Questions
Can't I just use QuickBooks' AI and automation?
For simple books, often yes, and I use those tools too where they help. Automation works from what's already in your file, so on messy books it repeats the mess faster. Retainage, progress billing and job costs are where it guesses wrong. What you're paying for is someone accountable for the result: books that are right, closed by the 15th, and ready for your CPA or lender.
Do you work with Buildertrend, Jobber, Housecall Pro or my other software?
Yes. I work in QuickBooks, and I check that what your job software sends over lands in the right place. Software differs from client to client, so I look at your setup before I quote anything beyond the starting prices. See the apps that integrate with QuickBooks.
Do you do payroll or taxes?
No. I reconcile payroll to your books, and leave payroll processing and tax returns to your payroll provider and your CPA.