Client File
Fixed monthly pricing for completed client files.
Best for firms that need reliable monthly close support on a per-client basis.
per completed client file / month
- $150/ fileStandard bookkeeping, reconciliations, and routine reporting
- ~$225/ fileJob costing, class tracking, construction & project work
- ~$300/ fileDepreciation, 1099s, custom reporting, or detailed monthly work
Setup fee: One-time setup fee applies when cleanup, historical review, or opening balance work is needed before monthly delivery.
What can be included
- Monthly bookkeeping
- Bank & credit card reconciliations
- QuickBooks Online support
- Monthly close preparation
- Financial statement preparation
- Job costing support
- Client file cleanup
- Custom reporting support
- Documentation & review notes

