Custom Bookkeeping Plans
Monthly Bookkeeping Plans for Small Businesses
Precise Tally’s bookkeeping plans are created to scale to your business needs. With us, you won’t be paying for services you don’t need. When the time is right — upgrading is simple. Our services grow with your business, as you need them to. For additional services, consider adding a la carte services to your plan.
Please note that pricing does not include QuickBooks subscriptions.
Customize Your Bookkeeping Plan Below
Step 1
Select your monthly business transactions.
Step 2
Choose your level of support.
Step 3
Get started with hassle-free bookkeeping.
Basic Plan
For clients whose business is simple and can be standardized
$420/month
• Standard Chart of Accounts
• Monthly financial statements (income statement and balance sheet)
• Balance sheet reconciled monthly
• Annual interface with Tax Professionals
• 15 minute monthly consultation with our financial professionals
Complete Plan
The basic plan + customizations
$735/month
Everything in the Basic plan plus:
• Custom chart of accounts to fit your business
• Custom reporting package
• 30 minute monthly consultation with our financial professionals
Premium Plan
Complete + class codes: for project, location, and departments
$1,050/month
Everything in the Basic and Complete plans plus:
• Quickbooks class codes set up and tracked (can be used for products, locations, etc)
• 45 minute monthly consultation with our financial professionals
Basic Plan
For clients whose business is simple and can be standardized
$735/month
• Standard Chart of Accounts
• Monthly financial statements (income statement and balance sheet)
• Balance sheet reconciled monthly
• Annual interface with Tax Professionals
• 15 minute monthly consultation with our financial professionals
Complete Plan
The basic plan + customizations
$1,050/month
Everything in the Basic plan plus:
• Custom chart of accounts to fit your business
• Custom reporting package
• 30 minute monthly consultation with our financial professionals
Premium Plan
Complete + class codes: for project, location, and departments
$1,260/month
Everything in the Basic and Complete plans plus:
• Quickbooks class codes set up and tracked (can be used for products, locations, etc)
• 45 minute monthly consultation with our financial professionals
Basic Plan
For clients whose business is simple and can be standardized
$1,155/month
• Standard Chart of Accounts
• Monthly financial statements (income statement and balance sheet)
• Balance sheet reconciled monthly
• Annual interface with Tax Professionals
• 15 minute monthly consultation with our financial professionals
Complete Plan
The basic plan + customizations
$1,470/month
Everything in the Basic plan plus:
• Custom chart of accounts to fit your business
• Custom reporting package
• 30 minute monthly consultation with our financial professionals
Premium Plan
Complete + class codes: for project, location, and departments
$1,680/month
Everything in the Basic and Complete plans plus:
• Quickbooks class codes set up and tracked (can be used for products, locations, etc)
• 45 minute monthly consultation with our financial professionals
Get a Custom Quote
For clients whose business handles over 200 transactions a month,
Please get in touch with us for a custom quote.
All 3 of our bookkeeping plans include a 14-day risk-free assessment period. Our bookkeepers will become familiar with your business and make sure you're on the right plan before you begin paying for our services.
Bookkeeping Plan Add-Ons
Customize one of our bookkeeping plans with an add-on option.
Accrual Method
Add-On
Recording transactions when earned/incurred, not when cash exchanges.
$200/month
• Clear Financial Status Representation
• Timely Revenue and Expense Recording
• Ideal for Credit Operations
• Accurate Insights for Decision-Making
• Precision and Compliance Assurance
Multiple Accounts
Add-On
For clients with multiple accounts that need bookkeeping assistance.
$95/month
• Efficient Management of Multiple Accounts
• Individual Tracking for Financial Clarity
• Ideal for Diverse Business Structures
• Streamlined Reporting and Compliance Measures
A La Carte Services
Browse services that do not require one of the above bookkeeping plans. Ask our bookkeepers about the advantage of adding a la carte services to your plan.
Payroll
We take the stress out of processing employee payroll.
Payment Processing
Keep your business running smoothly with efficient and on-time vendor payments.
Misc. Tax Filings
We can help with 1099’s, W2’s, payroll tax, sales and use, and property tax filings.
Clean-Up Prior Periods
Don’t stress, we can get your previous periods organized.
Book Your Appointment Now!
Speak with an advisor to see how Precise Tally can simplify your bookkeeping.