Bookkeeping Service
| Monthly Transaction Quantity | Estimated Monthly Fee |
| 1-50 | $75 |
| 51-100 | $150 |
| 101-250 | $350 |
| 251-500 | $650 |
| 510-750 | $900 |
| 751+ | Contact us for a Quote |
**Transaction ranges and pricing are estimates. If you have 102 transactions, we’re not likely to bump you to the next pricing tier unless there are additional complexities. As we get to know your account, we’ll work with you to make sure the fees are appropriate for account activity.
***If using QuickBooks Desktop, there is an additional 10% surcharge on stated bookkeeping fees due to it being less streamlined for remote work.
Monthly Bookkeeping Services include monthly bank and credit card reconciliations, invoicing and accounts receivable, accounts payable, document management, revenue tracking, inventory management assistance (if using QuickBooks for Point of Sale), monthly financial statements, fixed asset and depreciation tracking, and annual key performance indicator and cash flow reporting. Fees are based on the use of QuickBooks Online. If you currently use QuickBooks Online, you can add us as an Accountant for no additional charge. If you are new to QBO, let us know and you can bundle your QuickBooks Online services with your bookkeeping payments and save 25% off the QBO list price as long as you are a customer of Small Biz Bookkeeping.
Payroll & Payroll Tax Filings
| Basic Payroll, include 1 State and 1-19 Employees | Fee |
| Weekly | $150/month |
| Bi-Weekly | $100/month |
| Monthly | $60/month |
| Additional Payroll Fees & Services | |
| Additional State | $15/month |
| Additional Employees | $2 each/month |
| Direct Deposit | $1.75/employee |
| W-2 Year-end Reporting | Included in monthly payroll service |
| 1099 Year-end Preparation | Included in monthly payroll or bookkeeping service. |
**If you have payroll but process it on your own (not using a full-service payroll company), some payroll service fees may apply.
Budgeting
Receive an annual recommended budget broken down by month based on historical data. Each month with your monthly and year-to date profit & loss statement, it will include a budget column of budgeted/anticipated income and expenses, as well as variance between budget and actual. I will include notes on any underlying causes of these variances, so you can use this information to determine whether you need to increase or pull back on spending in an area, or if the variance is due to a intended change in business direction, and future budgets can be adjusted accordingly. This service is an additional 10% of the standard monthly bookkeeping fees charged.
Sales Tax
We will file your business’s state sales tax forms and remit payment on your behalf. The standard fee for this is $25/month for one state, and an additional $15/month for each additional state for which sales tax reporting is required. This service is only offered if we are also providing monthly bookkeeping services.
Nonprofit Organizations
Save 20% on standard service fees.
Personal Finances
I’ll create an account in QuickBooks with all of your financial assets and liabilities, and connect your bank feed and properly categorize expenses so you receive a monthly balance sheet (an approximation of your overall net worth – home, investments, retirement accounts, credit card debt, other loans, etc.), income statement (monthly income in and categories of expenditures so you can identify spending habits), and cash flow statement (the income statement doesn’t show you loan payments and such, so it doesn’t show the whole story – if you have a lot of debt, you could show a lot more income coming in each month than “expenses” going out, but debt payments could actually cause negative monthly cash flow). I’ll explain ALL of these things in our initial meeting, and answer questions along the way! In the end, I want you to KNOW your financial situation – good or bad, so you can adequately make a plan to meet your personal financial goals.
Pricing follows that of the bookkeeping services above, however if your household income is less than $65,000/year (approximate average household income in the U.S.), I will give you a 50% monthly discount for the first year. Yes, there are tons of apps that help you do this, but in the craziness of life, with the greatest of intentions, we as individuals stick to updating it and following it for a few weeks or months, and then it falls by the wayside. With me, I keep up the data for you, message you when I have questions, and send you your monthly report. We can even do monthly and annual comparisons to track progress!
QuickBooks Training, Q&A, or Setup Assistance
After your first free consultation, you can book a 30 minute appointment with us anytime for $24.99. Book your appointment here: https://calendly.com/dimarco-smallbizbookkeeping/30min. We’ll send you an invoice through QuickBooks Payments which will be due to be paid by your appointment time. Please book with at least 24 hours notice so we have time to communicate with you regarding what you’re needing help with so we can be prepared and as efficient and helpful as possible during our 30 minutes session.
No Contract Term
Cancel services at any time with 30 days notice; otherwise monthly fees paid for the current month may not be refunded.
Free Consultation
Call, email, or message me. We can meet in person or video chat to discuss your needs, and how we can help.
Other Services and Fees
If you have another service you need performed, along with or outside of the listed services, please contact us. We’ll be happy to discuss your needs and offer a personalized estimate.
Fees Subject to Change
Fees listed here are subject to change and may vary at any time. Once the business relationship has begun, you shall receive a 30 day notice before fee adjustments take place.
Small Biz Bookkeeping 