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.
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Starting at $450/month*
Monthly Transactions: Up to 300
Typical Client Profile: Small businesses and professional service companies
QuickBooks Subscription Included: QuickBooks Online Essentials
Recommended For
Professional service businesses
Consultants
Agencies
Local service businesses
Small business owners
Description
Bookkeeping for small businesses requiring accurate financial records and organized monthly reporting.
Included QuickBooks Features
Income and expense tracking
Invoice management
Bill management
Standard financial reporting
Core Services
Transaction categorization
Monthly reconciliation and financial close
Financial reports: Profit & Loss, Balance Sheet, Cash Flow Statement
Year-end tax preparation summary
Unlimited email support
Secure client portal for document sharing and monthly reports
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Starting at $750/month*
Monthly Transactions: 300–1,000
Typical Client Profile: Growing online sellers and multi-channel businesses
QuickBooks Subscription Included: QuickBooks Online Advanced
Recommended For
Shopify
Amazon
Walmart Marketplace
WooCommerce
BigCommerce
Description
Bookkeeping for e-commerce businesses requiring multi-channel sales reconciliation, inventory visibility, and scalable financial reporting.
Included QuickBooks Features
Advanced financial reporting
Class and location tracking
Custom report builder
Performance dashboard
Workflow automation
Revenue and expense tracking
Core Services
Transaction categorization
Monthly reconciliation and financial close
Financial reports: Profit & Loss, Balance Sheet, Cash Flow Statement
Year-end tax preparation summary
Unlimited email support
Secure client portal for document sharing and monthly reports
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Starting at $1,050/month*
Monthly Transactions: 1,000–3,000
Typical Client Profile: Inventory-based and multi-location businesses
QuickBooks Subscription Included: QuickBooks Online Advanced
Recommended For
Retail stores
Wholesale distributors
Multi-location businesses
Inventory-based businesses
Description
Bookkeeping for retail and wholesale businesses requiring inventory-focused accounting and advanced financial reporting.
Included QuickBooks Features
Advanced financial reporting
Class and location tracking
Custom report builder
Performance dashboard
Workflow automation
Revenue and expense tracking
Core Services
Transaction categorization
Monthly reconciliation and financial close
Financial reports: Profit & Loss, Balance Sheet, Cash Flow Statement
Year-end tax preparation summary
Unlimited email support
Secure client portal for document sharing and monthly reports
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Custom Quote
QuickBooks Subscription Included: QuickBooks Online Advanced
Recommended For
Businesses exceeding the typical client profile
Multiple legal entities
High transaction volume
Advanced reporting requirements
Complex accounting workflows
Description
Bookkeeping for businesses requiring customized accounting solutions, advanced reporting, and scalable financial management.
Included QuickBooks Features
All QuickBooks Online Advanced features
Advanced financial reporting
Class and location tracking
Custom report builder
Performance dashboard
Workflow automation
Core Services
Transaction categorization
Monthly reconciliation and financial close
Financial reports: Profit & Loss, Balance Sheet, Cash Flow Statement
Year-end tax preparation summary
Unlimited email support
Secure client portal for document sharing and monthly reports.
Real Estate Tier
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Starting at $500/month*
Monthly Transactions: Up to 300
Typical Client Profile: Up to 5 short-term rental units
QuickBooks Subscription Included: QuickBooks Online Essentials
No long-term contracts. Cancel anytime with 30 days' written notice.
Recommended For
1–5 short-term rental units
Owner-managed Airbnb & VRBO hosts
Single-entity operators
Description
Bookkeeping for short-term rental owners requiring accurate payout reconciliation and organized financial tracking.
Included QuickBooks Features
Income and expense tracking
Clearing account setup
Standard financial reporting
Core Services
Transaction categorization
Monthly reconciliation and financial close
Financial reports: Profit & Loss, Balance Sheet, Cash Flow Statement
Year-end tax preparation summary
Unlimited email support
Secure client portal for document sharing and monthly reports
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Starting at $850/month*
Monthly Transactions: 300–800
Typical Client Profile: Up to 20 rental units
QuickBooks Subscription Included: QuickBooks Online Plus
No long-term contracts. Cancel anytime with 30 days' written notice.
Recommended For
Residential and commercial rental investors
BRRRR portfolios
Multiple LLCs or entities
Description
Bookkeeping for real estate investors requiring consolidated financial reporting across growing rental portfolios.
Included QuickBooks Features
Advanced financial reporting
Class and location tracking
Custom report builder
Performance dashboard
Workflow automation
Revenue and expense tracking
Core Services
Transaction categorization
Monthly reconciliation and financial close
Financial reports: Profit & Loss, Balance Sheet, Cash Flow Statement
Year-end tax preparation summary
Unlimited email support
Secure client portal for document sharing and monthly reports
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Starting at $1,250/month*
Monthly Transactions: 800–2,000
Typical Client Profile: Up to 100 managed units
QuickBooks Subscription Included: QuickBooks Online Plus
No long-term contracts. Cancel anytime with 30 days' written notice.
Recommended For
Property management companies
Residential portfolios
Commercial portfolios
HOA management companies
Description
Bookkeeping for property management companies requiring organized financial reporting and scalable accounting workflows.
Included QuickBooks Features
Advanced financial reporting
Class and location tracking
Custom report builder
Performance dashboard
Workflow automation
Revenue and expense tracking
Core Services
Transaction categorization
Monthly reconciliation and financial close
Financial reports: Profit & Loss, Balance Sheet, Cash Flow Statement
Year-end tax preparation summary
Unlimited email support
Secure client portal for document sharing and monthly reports
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Custom Quote
QuickBooks Subscription Included: QuickBooks Online Advanced
No long-term contracts. Cancel anytime with 30 days' written notice.
Recommended For
Businesses exceeding the typical client profile
Large real estate portfolios
Multiple entities
Advanced reporting requirements
Description
Bookkeeping for complex real estate businesses requiring customized reporting and scalable accounting workflows.
Included QuickBooks Features
All QuickBooks Online Advanced features
Advanced financial reporting
Class and location tracking
Custom report builder
Performance dashboard
Workflow automation
Core Services
Transaction categorization
Monthly reconciliation and financial close
Financial reports: Profit & Loss, Balance Sheet, Cash Flow Statement
Year-end tax preparation summary
Unlimited email support
Secure client portal for document sharing and monthly reports

