Bookkeeping Service Tiers

At Reconcile Point LLC, we provide flat-rate monthly bookkeeping services built for clarity and consistency. Each tier includes the same reliable core services — we simply scale pricing based on your transaction volume and the QuickBooks plan required. The transaction volume is calculated based on the average of all credit cards and bank statements your business has, not inventory just account transactions. We are more than willing to give you an upfront estimate anytime offering complete price transparency.

Every plan includes:

• Transaction categorization

• Monthly reconciliation and close

• Financial reports: Profit & Loss, Balance Sheet, Cash Flow

• Year-end tax prep summary

• Sales tax tracking using QuickBooks

• Unlimited email support

• Secure client portal for reports and file sharing

QuickBooks Online plans are bundled into each tier:

• Ledger for Micro Businesses

• Essentials for Small Business operations

• Plus for Growth-stage businesses with inventory or projects

• Advanced for Established or High-Volume operations with more users and automation

Click on the tier below for more information about pricing, features, and who each plan is best suited for. Please note that there is a $10 client portal access fee from our provider.

  • $100/month

    Transactions: Up to 100/month

    QuickBooks Plan Included: QuickBooks Online Ledger

    Recommended For:

    • Freelancers

    • Solo consultants

    • 1099-only earners

    • Side income businesses

    Description:

    Simple, stress-free bookkeeping for lean operations. You get categorized transactions, reconciled accounts, and clean monthly reports — without the complexity of added features.

    QuickBooks Features:

    • Bank feeds and transaction categorization

    • Basic Profit & Loss and Balance Sheet reports

    • No invoicing or bill pay tools

    • Built for ProAdvisor-managed access

    Core Services:

    • Transaction categorization

    • Monthly reconciliation and close

    • Financial reports: Profit & Loss, Balance Sheet, Cash Flow

    • Year-end tax prep summary

    • Sales tax tracking via QuickBooks

    • Unlimited email support

    • Client portal for secure file storage and monthly reports

  • $450/month

    Transactions: 101–500/month

    QuickBooks Plan Included: QuickBooks Online Essentials

    Recommended For:

    • Real estate agents

    • Retail stores or cafés

    • Owner-operated clinics

    • Solo service businesses with vendors

    Description:

    For businesses managing invoices, bills, and vendor payments. This tier provides organized bookkeeping, sales tax tracking, and consistent monthly financial visibility.

    QuickBooks Features:

    • Invoicing and bill management

    • Recurring transactions and bank rules

    • Time tracking

    • 3-user access

    Core Services:

    • Transaction categorization

    • Monthly reconciliation and close

    • Financial reports: Profit & Loss, Balance Sheet, Cash Flow

    • Year-end tax prep summary

    • Sales tax tracking via QuickBooks

    • Unlimited email support

    • Client portal for secure file storage and monthly reports

  • $675/month

    Transactions: 501–1,000/month

    QuickBooks Plan Included: QuickBooks Online Plus

    Recommended For:

    • Trade contractors

    • Inventory-based retailers

    • Agencies with project billing

    • Medical or wellness clinics with subcontractors

    Description:

    Ideal for growing businesses with inventory, job costing, or projects. This tier supports detailed reporting, financial reviews, and smarter decision-making tools.

    QuickBooks Features:

    • Inventory and product tracking

    • Project/job costing and profitability

    • Class/location-based reporting

    • Up to 5 users

    Core Services:

    • Transaction categorization

    • Monthly reconciliation and close

    • Financial reports: Profit & Loss, Balance Sheet, Cash Flow

    • Year-end tax prep summary

    • Sales tax tracking via QuickBooks

    • Unlimited email support

    • Client portal for secure file storage and monthly reports

  • $800/month

    Transactions: 1,001–3,000/month

    QuickBooks Plan Included: QuickBooks Online Advanced

    Recommended For:

    • Multi-location businesses

    • Franchises or medical groups

    • Law firms and professional practices

    • Nonprofits with grant compliance needs

    Description:

    Designed for established companies with departments, teams, or advanced reporting needs. Includes automation, role-based access, and custom dashboards.

    QuickBooks Features:

    • Custom report builder and smart dashboards

    • Workflow automation

    • Role-based user access (up to 25 users)

    • Enhanced audit trails and data fields

    Core Services:

    • Transaction categorization

    • Monthly reconciliation and close

    • Financial reports: Profit & Loss, Balance Sheet, Cash Flow

    • Year-end tax prep summary

    • Sales tax tracking via QuickBooks

    • Unlimited email support

    • Client portal for secure file storage and monthly reports

  • $1350/month

    Transactions: 3,001-5,000/month

    QuickBooks Plan Included: QuickBooks Online Advanced (Custom Setup)

    Recommended For:

    • Enterprise e-commerce or retail

    • Multi-entity real estate firms

    • High-activity nonprofits or franchises

    • Businesses with complex reporting and integrations

    Description:

    Tailored for high-volume or multi-entity operations that require deep financial visibility and customized workflows. Built to scale and support complex teams.

    QuickBooks Features:

    • Enterprise-grade reporting and automation

    • Multi-entity and class/location tracking

    • API and integration capabilities

    • Role-based permissions and advanced backups

    Core Services:

    • Transaction categorization

    • Monthly reconciliation and close

    • Financial reports: Profit & Loss, Balance Sheet, Cash Flow

    • Year-end tax prep summary

    • Sales tax tracking via QuickBooks

    • Unlimited email support

    • Client portal for secure file storage and monthly reports