Packages

Choose the level of help your books actually need.

Packages are starting points, not pressure tactics. We confirm transaction volume, payroll complexity, cleanup backlog, and reporting needs before finalizing the scope.

Separate service lines

Pay for the work your business actually needs.

Bookkeeping, payroll processing, and catch-up work are scoped independently. Final pricing follows a review of the workload rather than a one-size-fits-all tier.

Monthly service

Bookkeeping

Scoped primarily by monthly transaction count, account volume, close cadence, and reporting needs.

  • Up to 100, 101-250, 251-500, or 500+ monthly transactions
  • Bank and credit card reconciliation
  • AP, AR, and month-end close as scoped
  • Financial and management reporting
Estimate Your Scope

Project service

Books catch-up & cleanup

Quoted as a separate project based on backlog, account count, transaction volume, and record condition.

  • Historical transaction review
  • Bank-to-register reconciliation
  • Duplicate and miscoded-entry cleanup
  • Handoff into a recurring monthly cycle
Scope a Cleanup

Workload estimator

Start with transaction volume, not monthly expenses.

This planning tool identifies a likely workload band. It does not replace a written quote after we review the records.

Enter your workload details to see the likely scope band.

Client testimonials

Businesses working with Books and Budget.

Straightforward notes on bookkeeping and payroll support from client companies.

The right package starts with the right facts.

Tell us your current software, transaction volume, payroll rhythm, and cleanup concerns.

Book a Free Consultation