Each package has a monthly price and a one-time onboarding fee. Choose based on how many accounts you have, whether you need payroll, and how often you want your books updated and reviewed.
Best for: Straightforward bookkeeping for a business with one bank or credit card account.
$250/month
+ $500 one-time onboarding
Best for: Monthly bookkeeping plus payroll for up to 15 employees.
$500/month
+ $1,000 one-time onboarding
Best for: More frequent bookkeeping, monthly reviews, and extra reporting tools.
$1,000/month
+ $2,000 one-time onboarding
Best for: Weekly bookkeeping with accounts payable and accounts receivable services.
$2,500/month
+ $4,500 one-time onboarding
On a small screen, scroll the table sideways to see every package.
| What's included | Basic$250/mo | Standard$500/mo | Deluxe$1,000/mo | Premium$2,500/mo |
|---|---|---|---|---|
| Onboarding — one-time fee | ||||
| Onboarding fee (one time) | $500 | $1,000 | $2,000 | $4,500 |
| One-hour onboarding meetings | 1 | 2 | 3 | 4 |
| Cleanup and setup of accounting software | Included | Included | Included | Included |
| Setup of bill pay processes | Not included | Included | Included | Included |
| Setup of payroll processes | Not included | Not included | Included | Included |
| Services — billed monthly | ||||
| Bookkeeping — maintaining accounting software, bank connections, transaction categorization, and closing journal entries | Monthly | Monthly | Bi-weekly | Weekly |
| Bank reconciliations | 1 account | Up to 3 accounts | Up to 6 accounts | Up to 9 accounts |
| Monthly financial reports delivered via email | Included | Included | Included | Included |
| Xero or QuickBooks Online subscription ($30 value) | Not included | Included | Included | Included |
| Payroll services | Not included | Up to 15 employees | Up to 30 employees | Up to 50 employees |
| Invoicing services | Not included | Not included | Included | Included |
| Annual budget preparation process | Not included | Included | Included | Included |
| Annual revenue projection | Not included | Not included | Included | Included |
| Key performance indicator (KPI) tracking dashboard | Not included | Not included | Included | Included |
| Florida tax filings (DR-15 & RT-6) | Not included | Not included | Included | Included |
| Accounts payable services | Not included | Not included | Not included | Included |
| Accounts receivable services | Not included | Not included | Not included | Included |
| Quarterly budget vs. actual reports | Not included | Not included | Not included | Included |
| Support | ||||
| One-hour financial review meetings | Quarterly | Quarterly | Monthly | Monthly |
| Unlimited email support | 3–5 business day response | 2–3 business day response | Response within 24 hours | Response within 24 hours |
| Phone support | Included | Included | Included | Included |
Casey can help you compare them for your business