Skip to content

Pricing

Predictable pricing for every stage of your business.

Published reference pricing, scoped to your volume and complexity. Every amount below is a typical starting point, not a final quote.

Final pricing is confirmed after we review your bookkeeping needs, transaction volume, account complexity, entity structure, and service scope.

Monthly bookkeeping

Monthly closes, statements, and review.

Core Monthly

Our entry monthly plan for straightforward businesses.

Starting at

$395/month

Final fit depends on volume and complexity.

Best for

  • • Straightforward businesses that want monthly visibility

Includes

  • Monthly transaction categorization
  • Bank & card reconciliations
  • Chart-of-accounts maintenance
  • Standard monthly P&L and Balance Sheet
  • Basic month-end review
  • Tax-ready year-end books

Complete

Accrual-basis, fuller-picture accounting for more complex operations.

Starting at

$895/month

Final pricing set after consultation.

Best for

  • • Accrual books
  • • AP/AR, multiple locations or classes
  • • Monthly management reporting

Includes

  • Everything in Growth Monthly
  • Accrual accounting
  • AP/AR oversight
  • Revenue reconciliation
  • Payroll oversight & reconciliation
  • Loans and fixed assets
  • Classes / locations where applicable
  • Management reporting & monthly financial review

Quarterly · tax-linked

Quarterly plans, paired with your Cardinal tax return.

Quarterly plans are designed for simple businesses and require Cardinal to prepare the associated business tax return. Tax preparation is quoted separately. Records must be provided on time each quarter.

Requires Cardinal tax preparation

Tax-Ready Quarterly

Clean, quarterly books for simple businesses — paired with your Cardinal tax return.

Typical starting point

$495/quarter + tax preparation

Best for

  • • Up to ~200 transactions per quarter
  • • Usually 2–3 bank or credit-card accounts
  • • Cash-basis books, no inventory
  • • No significant AP/AR or complex payroll
  • • Books already reasonably clean

Includes

  • Quarterly transaction categorization
  • Bank & credit-card reconciliation
  • Basic balance sheet review
  • Quarterly P&L and Balance Sheet
  • Year-end tax-ready close
  • Books prepared for your tax return

Not included

  • Monthly closes or reporting
  • Ongoing AP/AR management
  • Complex payroll, inventory, or sales tax work
Requires Cardinal tax preparation

Core Quarterly

More activity, still quarterly — with ordinary adjustments handled for you.

Typical starting point

$800/quarter + tax preparation

Best for

  • • About 201–450 transactions per quarter
  • • Up to ~4 financial accounts
  • • Primarily cash basis, no material inventory
  • • No ongoing AP/AR, complex sales tax, or payroll accounting

Includes

  • Quarterly categorization
  • Bank & card reconciliations
  • Balance sheet review
  • Ordinary corrections and reclasses
  • Ordinary loan, prepaid & fixed-asset entries
  • Quarterly P&L and Balance Sheet; quarter close
  • Year-end tax-ready close

Not included

  • Monthly close or statements
  • Ongoing AP/AR management
  • High-complexity accounting

Advanced CAS

Complex outsourced accounting support, scoped to your operation.

Target pricing

$1,195–$1,500+/month

Quoted after consultation.

Best for

  • • Complex, high-volume, or multi-entity operations

Includes

  • Custom scope built around your reporting and controls needs

Catch-Up / Cleanup

Behind on your books? We'll review your file and quote a fixed project price.

Starting at

$1,000custom fixed quote

Custom fixed quote after file review.

Best for

  • • Books months (or years) behind
  • • Books that need correction before tax season

Includes

  • File review before quoting
  • Fixed project price — no open-ended hourly billing

Multiple businesses or entities?

Each entity is scoped on its own — we don't simply multiply plan prices. Related entities under one relationship may qualify for relationship pricing, confirmed during your consultation.

Tell us about your entities

Final pricing is confirmed after we review your bookkeeping needs, transaction volume, account complexity, entity structure, and service scope.

Tax preparation fees for quarterly plans are quoted separately. Final scope and fees are set in a written engagement letter.

Ready for books you can rely on?

A few minutes of questions, a preliminary plan recommendation, and a consultation on your calendar.