Start with a fixed-price cleanup to get a client's books tax-ready, move to predictable fixed-fee monthly bookkeeping, and — once your firm trusts the process — scale into a dedicated capacity model. Every stage is optional; none of it requires a long-term commitment.
The obvious alternative to a partnership is hiring — so it's worth putting the two side by side honestly.
Every stage here is optional, and none of it is a headcount commitment. You pay for the file we actually touch — a fixed project fee for a cleanup, a fixed monthly fee after that. Nothing idle, nothing hourly.
Priced by how far behind the file is and how complex the business. Every cleanup starts with a free review, so the fee is fixed before work begins — not an hourly meter that runs until someone stops it.
1–3 months behind. Categorization errors fixed, 1–2 accounts reconciled, undeposited funds cleared, clean statements produced.
4–9 months behind. Duplicate entries corrected, A/R and A/P discrepancies resolved, opening balances adjusted, missing deductions tracked down.
12+ months behind, or genuinely complex. Full historical reconstruction, multi-entity or e-commerce reconciliation, the file prepared for real tax review.
Once a file is current, it moves onto a flat monthly fee sized to that client's volume.
Up to 100 transactions a month, 1–2 bank or card accounts.
100–300 transactions, 3–4 accounts, basic A/P and A/R, monthly reconciliation.
300+ transactions, e-commerce or inventory, multiple entities, class tracking.
For firms with enough volume that per-client pricing stops making sense. A bookkeeper, or half of one, reserved for your firm alone.
Not a rate card — priced against your actual volume once your firm is ready to hold capacity instead of buying it file by file.
Once a cleanup closes, the client moves directly onto the matching monthly plan — no re-onboarding, no second sales conversation.
We provide a free diagnostic review of the QBO file to give you a firm, fixed-price quote. No hourly meters, no surprises.
Once the cleanup is complete and the file is tax-ready, we seamlessly transition the client into one of our predictable fixed-fee monthly bookkeeping packages.
Book a discovery call and we'll scope pricing against your actual client mix and volume.
Kinshiro