Bookkeeping Service Tiers

Bookkeeping Services

Clean Books. Clear Decisions. Year-Round Tax Readiness.

Running a business without accurate, current books means every decision — pricing, hiring, a big purchase — is a guess dressed up as a plan. You find out what really happened last quarter when your tax preparer calls in March, not when it could still change something.

As a Certified Intuit ProAdvisor, Reconcile Point provides monthly bookkeeping built on QuickBooks Online, so you always know where you stand: what you have, what you owe, and what's coming. Whether you're running a service business, an e-commerce brand, a retail operation, or a real estate portfolio, our bookkeeping is built to scale with you — and to feed directly into Fractional CFO advisory when you're ready for that next level of strategic support.

Does This Sound Familiar?

  • Your books are months behind, so every financial decision is really a guess.

  • You don't find out how the quarter actually went until your accountant calls at tax time.

  • Reconciliations pile up, and small errors turn into big, expensive problems.

  • You've outgrown a DIY QuickBooks file — or a bookkeeper who stopped answering.

If any of that sounds familiar, you don't need another app. You need books someone is actually reconciling every month.

Who We Serve

Small Businesses & Professional Services
Consultants, agencies, and local service businesses that need accurate records and organized monthly reporting.

E-Commerce & Multi-Channel Retail
Shopify, Amazon, Walmart Marketplace, WooCommerce, and BigCommerce sellers who need multi-channel sales reconciliation and inventory visibility.

Retail & Wholesale
Inventory-based and multi-location businesses that need advanced, class- and location-level reporting.

Real Estate Investors & Short-Term Rentals
Rental owners, BRRRR portfolios, and Airbnb/VRBO hosts who need accurate payout reconciliation across properties and entities.

Property Management Companies
Residential, commercial, and HOA portfolios that need consolidated, scalable reporting across managed units.

What's Included in Every Engagement

Every Reconcile Point bookkeeping engagement includes:

  • QuickBooks Online subscription, included through our ProAdvisor program

  • Monthly transaction categorization and account reconciliation

  • Monthly financial statements: Profit & Loss, Balance Sheet, and Cash Flow Statement

  • Year-end tax preparation summary

  • Secure client portal for document sharing and reporting

  • Unlimited email support, with responses typically within 24 hours (excluding weekends and holidays)

Every pricing tier below builds on this same core service — the differences are transaction volume, QuickBooks feature set, and the reporting complexity your business needs.

How Pricing Works

Pricing below shows starting monthly rates for each tier. Your actual monthly investment depends on:

  • Monthly transaction volume

  • Number of legal entities

  • Bank and credit card accounts

  • Software integrations

  • Reporting requirements

  • Overall accounting complexity

If your transaction volume or complexity grows beyond your tier, we'll review any pricing adjustment with you before it takes effect — you won't see a surprise increase on your invoice. If your business doesn't fit a standard tier, we'll provide a custom quote after your complimentary consultation.

Need a Custom Solution?

If your business exceeds the standard tiers — multiple legal entities, high transaction volume, or industry-specific workflows — we'll build a bookkeeping solution around what you actually need. Schedule a complimentary consultation to get a personalized quote.

*Starting prices apply to businesses within the typical client profile shown for each tier. Final pricing is determined by monthly transaction volume, business complexity, number of legal entities, bank and credit card accounts, software integrations, reporting requirements, and overall accounting complexity. Businesses exceeding the standard tiers receive a customized quote following a complimentary consultation.

What You'll Gain

  • Confidence that your books are accurate and current — every month, not just at tax time

  • Time back, with no more chasing receipts or guessing at categorizations

  • Financial statements ready for a lender, investor, or a future Fractional CFO engagement

  • A clean foundation that scales with you, from a single entity to a growing portfolio

Frequently Asked Questions

Do I need QuickBooks Online?
QuickBooks Online is our preferred accounting platform and the system we recommend for most small businesses. As a Certified Intuit ProAdvisor, our workflows are built around it. We can work with other accounting systems depending on your business needs.

What if my transaction volume or complexity grows?
We'll review any pricing adjustment with you before it takes effect. If your business grows beyond the standard tiers, you'll receive a customized quote after a complimentary consultation.

How is my financial information protected?
Your financial information is handled through secure systems designed to protect confidential business data, and questions are typically answered within 24 hours, excluding weekends and holidays.

Ready for Clean Books and Clarity?

You didn't start this business to spend tax season untangling last year's transactions. A Complimentary Books Review is a free, no-obligation look at where your books stand today — so you know exactly what you're getting before you commit to anything.

Click on the tier below for pricing, features, and which plan fits your business best.

Real Estate Tier