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Our Pricing

Custom Pricing. Designed Around Your Business.

Every business has different accounting needs. Our ongoing bookkeeping and accounting services are provided for a customized fixed monthly fee based on the scope and complexity of your business.

Pricing starts at $350 per month for straightforward bookkeeping engagements and increases based on factors such as transaction volume, number of accounts, accounting complexity, third-party platforms, and reporting needs.

Custom Monthly Pricing

Customized to your business Starting At $350 /month

Your fixed monthly fee is customized based on the scope and complexity of your business.

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What's Included in our ongoing service

  • Transaction Categorization & Recording

  • Account Reconciliations

    Bank, credit card, loan, and other balance sheet accounts

  • Adjustments & Reclassifications

  • Monthly Bookkeeping & Closing

  • Financial & Management Reporting

    Profit & Loss, Balance Sheet, and other key reports

  • Quarterly Financial Analysis

    Review of performance, trends, and key insights

  • 1099 Preparation & Filing

  • QuickBooks Online Maintenance & Optimization

    Keep your system running smoothly

  • Ongoing Accounting Support

    Unlimited support via email, phone, or video

  • Scheduled Financial Meetings

    Review results and answer your questions

Pricing factors

Your customized monthly fee is determined by the complexity of your business, including:

  • Transaction Volume

    More transactions require more time to accurately record and reconcile.

  • Number of Accounts

    Additional bank, credit card, loan, and other accounts increase complexity.

  • Accounting Complexity

    More complex operations require more detailed accounting.

  • Third-Party Platforms

    Systems like Square, Shopify, PayPal, and others add additional layers.

  • Reporting Needs

    More custom reporting and analysis require additional time.

We'll discuss your needs and provide a clear, custom proposal before we sign.

Additional Services

These services can be added to your engagement based on the needs of your business.

  • Customer Invoicing

    One-time or recurring invoicing.

  • Bill Management & Payment

    Vendor bill entry, approval, and payment.

  • Expense Tracking

    Organize and categorize expenses for better visibility.

  • Accounts Receivable Analysis

    Monitor aging and collections to improve cash flow.

  • Accounts Payable Analysis

    Track payables and optimize payment timing.

  • Job Costing & Class Tracking

    Track profitability by job, project, or class.

  • Accounting Clean-Ups

    Behind on your books or dealing with inaccurate records? We'll clean things up and get you back on track.

    • Custom fixed fee pricing
    • Scoping based on the period, transaction volume, and condition of your books.
    • Clear timeline and deliverables
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  • Fractional CFO & Controller Services

    Available exclusively to ongoing bookkeeping and accounting clients. Fractional CFO and Controller Services are billed hourly, allowing you to access additional financial analysis, planning, and strategic guidance based on the needs of your business.

    • Budgeting & Forecasting
    • KPI & Performance Analysis
    • Cash Flow Management
    • Scenario Planning
    • Financial Modeling
    • Benchmarking
    • Strategic Financial Planning
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Ready To Work Together?

Schedule a complimentary consultation to tell us about your business, your accounting needs, and how Lowden Financial can help.

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