Affordable Bookkeeping Pricing & Plans
Monthly packages start at $250. Cleanup starts at $1,000. Payroll starts at $125 per month as an add-on.
Published rates cover one to three financial accounts. Anything outside that is quoted after a free consultation, so you always know the number before work starts.
Confirm Your Price Before the Work Begins
Three steps from first call to a confirmed monthly rate — no estimates that change after the fact.
Free consultation
A 30-minute call to review your records, transaction volume, financial accounts, and what you need each month.
Scope confirmed in writing
You receive the recommended service, package level, and price before any work begins — no surprise invoices.
Flat monthly rate
Ongoing bookkeeping is billed at your package rate. Project work such as cleanup is quoted once, up front.
Monthly Packages From $250 a Month
Pick the package that matches your monthly transaction volume. Every package includes categorization, reconciliation, and a full monthly report set — the levels differ in volume and oversight.
For newer or lower-volume businesses that need clean books and monthly reports.
For established businesses with steady monthly activity across a few accounts.
For growing businesses that also need receivables and payables watched each month.
For higher-volume businesses with the most monthly transactions and oversight.
Compare the Four Monthly Packages
The same core bookkeeping runs through every level. Volume, oversight, and payroll capacity are what change.
| COMPARE | Seed$250/mo | Branch$500/mo | Canopy$750/mo | Summit$1,000/mo |
|---|---|---|---|---|
| Monthly transactions | Up to 100 | Up to 200 | Up to 300 | Up to 400 |
| Bank & credit-card accounts | 1 – 3 | 1 – 3 | 1 – 3 | 1 – 3 |
| Reconciliations | Included | Included | Included | Included |
| Monthly report package | Included | Included | Included | Included |
| AR & AP review | — | — | Monthly | Monthly |
| Payroll add-on | From $125/mo | From $175/mo | From $200/mo | From $250/mo |
| Monthly price | $250 | $500 | $750 | $1,000 |
Cleanup and Payroll Pricing
Cleanup is a one-time project priced by backlog size. Payroll is a monthly add-on priced by team size. Switch between them below.
Priced once, up front, by how far behind your books are.
For a recent bookkeeping gap requiring focused catch-up work.
For several months of overdue transactions and reconciliations.
For a larger cleanup covering up to one year of records.
For full-year or multi-year bookkeeping cleanup.
Final pricing may vary based on transaction volume, account count, record condition, and complexity. The published structure is based on one to three bank or credit-card accounts. Four or more accounts require negotiated pricing.
About Catch-Up & Cleanup→Added on top of a monthly bookkeeping package, priced by headcount.
- Each additional
- $7
- One-time setup
- $150
- Each additional
- $9
- One-time setup
- $200
- Each additional
- $11
- One-time setup
- $250
- Each additional
- $13
- One-time setup
- $300
Businesses with 46 or more employees receive custom pricing. Payroll pricing and eligibility depend on the selected bookkeeping package and agreed service scope.
About Payroll Services→Work That Is Priced After a Short Review
Some work depends entirely on the state of your existing records, so a fixed list price would be a guess. These are quoted once, after the consultation, and confirmed before anything starts.
QuickBooks Online Setup & Cleanup
Depends on whether the file is new or already active, its current condition, the number of financial accounts, and complexity.
View Service→Bank Reconciliation (standalone)
Depends on the number of accounts, the periods involved, transaction volume, and the condition of existing records. Included free in every monthly package.
View Service→Tax Preparation Support
Depends on the condition of the books, account count, transaction volume, periods involved, and documentation available.
View Service→Financial Reporting outside a package
Included in all four monthly packages. Standalone or expanded reporting is scoped during the consultation.
View Service→Five Things That Decide What You Pay
Nothing about pricing here is based on business size or industry. It comes down to how much activity runs through your books and what condition they are in.
Get Your Price in One CallTransaction volume
The number of transactions flowing through your accounts each month sets your package level.
Number of financial accounts
Published pricing covers one to three bank or credit-card accounts. Four or more is quoted.
Condition of your records
Books that are behind or need correction may require a one-time cleanup before ongoing work starts.
Periods involved
Catch-up and tax-support pricing scale with how many months or years need to be completed.
Add-ons you select
Payroll is priced on top of your monthly package based on team size.
Frequently Asked Questions About Bookkeeping Packages
How much do Lote Tree Financial's bookkeeping packages cost?
Monthly packages range from $250 to $1,000, depending primarily on transaction volume. Businesses with more than 400 monthly transactions receive custom pricing.
What is included in every monthly package?
Every package includes transaction recording, account reconciliation, fixed-asset depreciation, and monthly financial statements.
How do I know which package is right for my business?
The appropriate package depends on your monthly transaction volume, number of financial accounts, reporting needs, and bookkeeping complexity.
What happens if I have more than 400 monthly transactions?
Lote Tree Financial will provide a custom quote based on the volume and complexity of your bookkeeping.
Are payroll and bookkeeping cleanup included in the monthly price?
No. Payroll and catch-up or cleanup bookkeeping are optional services priced separately from the standard monthly package.
Not Sure Which Package Fits Your Business?
Schedule a free 30-minute consultation to review your monthly transaction volume, financial accounts, reporting needs, and current bookkeeping situation.
We will help you identify the most appropriate package and confirm any additional support your business may need.