Monthly Bookkeeping Service Pricing
Professional Financial Management - Month by Month
Stay on top of your business finances with monthly bookkeeping that keeps you tax-ready year-round. Choose the package that fits your business activity level.
Package Comparison
Starter - $249/month
Best for freelancers, consultants, and side businesses
Transaction Limit: Up to 100 transactions per month
What's Included: - Monthly document processing - Transaction categorization - Vendor normalization - Monthly P&L statement (PDF) - Year-to-date summary - Expense tracking by category - 5-7 day turnaround
Perfect For: - Freelancers and consultants - Side businesses - Service professionals - 1-2 bank accounts - Gross revenue under $50k/year - Approximately 8-10 transactions per week
Annual Cost: $2,988/year
Professional - $449/month ⭐ MOST POPULAR
Best for growing businesses with multiple revenue streams
Transaction Limit: Up to 250 transactions per month
What's Included: - Everything in Starter, plus: - Excel exports (fully editable) - Multi-account reconciliation - Detailed transaction register - Monthly balance sheet - Cash flow summary - Quarterly review call with accountant
Perfect For: - Growing small businesses - E-commerce sellers - Multiple revenue streams - 2-3 bank accounts - Business credit card tracking - Gross revenue $50k-$150k/year - Approximately 20-25 transactions per week
Annual Cost: $5,388/year
Business - $699/month
Best for established businesses and multiple entities
Transaction Limit: Up to 500 transactions per month
What's Included: - Everything in Professional, plus: - Multi-entity support (up to 3 companies) - QuickBooks-ready format - Sales tax tracking - Monthly financial dashboard - Monthly review call (30 minutes) - Priority support
Perfect For: - Established businesses ($250k+ revenue) - Multiple entities/LLCs - Retail and product businesses - High transaction volume - Complex operations - Approximately 40+ transactions per week
Annual Cost: $8,388/year
Add-On Services
Enhance any package with these additional services:
| Service | Price |
|---|---|
| Additional Transactions (over package limit) | $1.00 each |
| Extra Entity (beyond 3 for Business package) | $199/month |
| Payroll Processing | $50/month + $5 per employee |
| Sales Tax Filing | $99/month |
| Weekly Updates (instead of monthly) | +$100/month |
| QuickBooks Online Sync | +$49/month |
| Rush Processing (3-day turnaround) | +$100 |
| Catch-Up Processing (multiple months) | $99 per additional month |
What You Receive Every Month
All Packages Include:
✓ Profit & Loss Statement
✓ All transactions categorized and reconciled
✓ Vendor names normalized
✓ Expense summary by category
✓ Year-to-date comparisons
✓ Prior month comparison
✓ Professional PDF reports
Professional & Business Add:
✓ Balance Sheet
✓ Excel exports (editable data)
✓ Cash flow analysis
✓ Review calls with accountant
Monthly Timeline
- 5th of Month: Upload previous month's documents
- Processing: 5-7 business days
- 15th of Month: Receive completed financial reports
- Ongoing: Access to all reports via secure portal
How to Estimate Your Transaction Count
Not sure which package fits? Count one week of transactions:
- Check one week of bank statements
- Count all deposits, withdrawals, and charges
- Multiply by 4 for monthly estimate
Transaction Count Examples: - 25 per week × 4 = 100/month → Starter Package - 60 per week × 4 = 240/month → Professional Package - 125 per week × 4 = 500/month → Business Package
Why Monthly Bookkeeping?
Tax-Ready Year-Round
No January panic or year-end scrambles. Your books are always organized for tax season.
Early Problem Detection
Catch errors, missed deductions, or unusual expenses when you can still fix them.
Better Business Decisions
Real-time visibility into profitability, cash flow, and financial trends.
Time Savings
Stop spending hours on bookkeeping. Focus on growing your business.
Professional Accuracy
Experienced accountant review ensures compliance and accuracy.
Monthly vs. Year-End Comparison
| Feature | Monthly Bookkeeping | Year-End P&L |
|---|---|---|
| Frequency | Monthly reports | One-time annual |
| Cost | $249-$699/month | $299-$799 one-time |
| Best For | Active businesses | Simple side income |
| Tax Ready | Year-round | Annual only |
| Decision Making | Real-time insights | Historical only |
| Error Correction | Catch early | Fix retroactively |
Contract Terms
- Commitment: Month-to-month, no long-term contract
- Cancellation: 30 days notice required
- Changes: Upgrade or downgrade anytime with 30 days notice
- Payment: Monthly billing via credit card or ACH
Special Offers
Tax Client Discount
Already use us for tax preparation? Get $50 off your first month.
Code: TAXCLIENT2025
Annual Prepayment Discount
Pay for 12 months upfront and save 10% (one month free).
Multi-Entity Discount
Need bookkeeping for multiple businesses? Contact us for volume pricing.
Frequently Asked Questions
What documents do I need to provide each month?
Bank statements, credit card statements, receipts, invoices, and any other financial documents from the previous month. Upload PDFs or CSV files.
What if my transaction count varies month to month?
Your package is based on average monthly transactions. If you occasionally go over, we charge $1.00 per additional transaction. For consistent overages, we'll recommend upgrading.
Can I start mid-month?
Yes! We'll prorate your first month based on when you start. We can also catch up previous months for $99 per month.
Do I need accounting software?
No! We handle everything. However, if you use QuickBooks, we can provide QuickBooks-ready formats or sync directly for an additional fee.
What if I need to pause service?
You can pause service with 30 days notice. There's a $149 reactivation fee when you resume.
How secure is my financial data?
We use bank-level encryption for all document uploads and storage. Your data is never shared with third parties.
What happens at tax time?
Your books are already organized! We'll provide a year-end summary, and if we also handle your tax preparation, the transition is seamless.
Ready to Get Started?
- Choose your package above
- Schedule a consultation to discuss your needs
- We'll set up your account and send secure upload instructions
- Start receiving monthly financial clarity
First month processing included with setup.
Questions? - Email: admin@integrateacct.com - Phone: (208) 602-5452 - Office: 9460 W Fairview Ave, Suite 135, Boise, ID 83704
Next Steps
Not sure if monthly bookkeeping is right for you?
- Compare with Year-End Service: View Year-End P&L Pricing
- View All Services: Our Services
- Contact Us: Schedule a free consultation