A package built around your books
Monthly plans start at $100 for Starter, $250 for Growth and $500 for Scale, for US small businesses on QuickBooks or Xero. Your fee depends on transactions, accounts to reconcile, sales channels, payroll and tax work. After a short call we fix your exact fee in writing, with no long contracts and no surprise invoices.
Choose your plan.
Every business is different. Our engagements are structured around your transaction volume, accounting complexity, systems and reporting requirements. The tiers below are a starting point.
Starter
- Monthly bookkeeping and reconciliation, every month without chasing
- Bank & credit-card reconciliation
- Monthly P&L + Balance Sheet
- A 30-minute one-to-one review every month
- QuickBooks or Xero set up and kept current
- Email support, answered within one business day
Growth
- Everything in Starter, plus:
- Your business tax return prepared and filed
- Payroll for up to 5 employees
- Monthly cash flow statement
- Quarterly performance review: margins, trends, what to fix
- Accounts payable & receivable
- Reach us on a call, same business day
Scale
- Everything in Growth, plus:
- Fractional CFO, rolling 12-month cash flow forecast
- Monthly CFO session: pricing, margin, runway, hiring
- Margin by product and channel, and unit economics
- Multi-channel reconciliation: Shopify, Amazon, Stripe, PayPal
- Inventory & COGS handled properly
- Payroll up to 15 · priority same-day support
Final scope and pricing are confirmed after a short consultation and set out in your engagement letter. A one-time onboarding fee may apply for cleanup of backlogged books. Larger or more complex businesses, book a free call for a tailored proposal.
What sets your monthly fee.
Plans start at $100, $250 and $500 a month. Where you land depends on these six things, so we confirm your fee after a short call. Once agreed, it is fixed and in writing.
- Monthly transactionsHow many bank, card and sales transactions we record and reconcile each month. The biggest single factor.
- Accounts to reconcileEach bank account, credit card, loan and payment processor (Stripe, PayPal, Square) is reconciled on its own.
- Sales channels and inventoryShopify, Amazon or wholesale payouts, and stock that needs cost of goods tracked, take more work than one simple revenue line.
- PayrollWhether you run payroll, how many people are on it and in how many states.
- Tax and CFO workBusiness tax returns, sales tax filings and forecasting are added only if you want them.
- Where your books are todayMonths behind or messy books are quoted once, as a fixed catch-up or cleanup project, separate from the monthly fee.
Every plan includes the Cloud Accountants difference.
Modern, cloud-based service, not the old way of doing books.
Get a free quote.
Tell us a little about your business and we'll get back to you within one business day with the right plan and price.
- Free call, no obligation
- No long contracts, cancel anytime
- Reply within 1 business day
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What you receive, every month.
No chasing and no surprises: a consistent package of reporting and support, delivered on a reliable schedule, so you always know exactly where your business stands.
Book a free callHow we’re different.
Accurate books, clear reporting and proactive support, so you always know where your business stands.
Cloud Accountants
- Cloud-based bookkeeping with real-time access
- Monthly reconciliations for accurate records
- Automated payroll with digital compliance
- Online sales tax & federal e-filing
- Cloud budgeting and cash-flow planning
- AP/AR management through digital workflows
- QuickBooks Online and Xero setup support
- Monthly meetings to review progress
A traditional setup
- Files only your bookkeeper can open
- Irregular reconciliations and manual updates
- Payroll handled separately, often by hand
- A last-minute scramble before each deadline
- No forward look at cash
- Bills and invoices chased by email
- Software set up by trial and error
- No regular reviews
Tools we work with.
The stack we work in every day. Whatever you already use, we reconcile it into QuickBooks or Xero so your numbers all live in one place.
Bill.comDext
Bill.comDextUsing something else? We almost certainly work with it, just ask.
Not sure which plan fits?
Book a free call and we'll recommend the right plan and give you an exact quote.