Monthly Bookkeeping Packages
Essential — Starting at $300/month
For smaller businesses with straightforward monthly bookkeeping and lower transaction volume.
Standard — Starting at $500/month
For growing businesses with higher transaction volume, additional accounts, or more involved bookkeeping needs.
Plus — Starting at $750/month
For established businesses with higher activity and more complex bookkeeping requirements.
Monthly pricing is based on transaction volume, number of accounts, payment processors, and overall bookkeeping complexity. Your exact monthly rate will be provided after a review of your books.
Every TrueLine monthly bookkeeping plan includes:
Monthly transaction categorization
Bank and credit card reconciliations
A/R and A/P review
Month-end bookkeeping review
Profit & Loss and Balance Sheet
Financial reports with practical insights
Ongoing bookkeeping support
Behind on your books? Let’s get them back on track.
Whether you’re a few months behind or your books simply need some attention, I’ll review your records, identify what needs to be corrected, and create a clear plan to bring your bookkeeping current.
Cleanup and catch-up services may include:
Categorizing and reviewing transactions
Reconciling bank and credit card accounts
Correcting bookkeeping errors and duplicate transactions
Reviewing balance sheet accounts for unusual or inaccurate balances
Addressing uncategorized or improperly categorized transactions
Bringing your bookkeeping current through the agreed-upon period
Cleanup and catch-up services are priced based on the number of months requiring work and the condition and complexity of your books.
A $100 Bookkeeping Diagnostic Review is required before cleanup pricing is provided. The fee is paid in advance and is non-refundable. If you hire TrueLine Bookkeeping, the full $100 is credited toward your cleanup service.
Cleanup & Catch-Up Bookkeeping
Bookkeeping Diagnostic Review
Know where your books stand before we begin.
Before I provide pricing for work on existing books, I’ll review your QuickBooks file to evaluate the current condition of your bookkeeping and determine what needs attention.
$100 flat fee
The review may include:
Account and reconciliation review
Transaction and categorization review
Balance sheet review
Identification of bookkeeping issues
Recommended next steps
Pricing for any cleanup or ongoing bookkeeping needed
The $100 fee is paid in advance and is non-refundable. If you choose to hire TrueLine Bookkeeping, the full $100 is credited toward your service.