Bookkeeping Services Pricing and Costs

Monthly bookkeeping includes recording and categorizing transactions, reconciling bank and credit card accounts, and preparing monthly financial statements. Depending on the selected plan, support may also include weekly assistance, vendor communication, payroll support, financial analysis, budget tracking, cash-flow monitoring, and management reporting. Final scope depends on your business activity, accounts, payroll complexity, and cleanup requirements.

Porter Accounting LLC offers monthly plans starting at $850 for the Essential Plan, $1,300 for the Growth Plan, and $2,100 for the Advanced Plan. Pricing is not identical for every business. Transaction volume, number of accounts, payroll complexity, and cleanup needs affect the final investment and service scope.

The Essential Plan starts at $850 per month and includes monthly financial statements. It is designed for very small businesses with simple activity, while the exact scope remains dependent on transaction volume, number of accounts, payroll complexity, and any cleanup required before or during ongoing service.

The Growth Plan starts at $1,300 per month and includes weekly support and financial statements. It is intended for growing businesses that need more ongoing attention, including support related to vendor communication. Final pricing and scope depend on the complexity of the business records and payroll activity.

The Advanced Plan starts at $2,100 per month and includes accrual adjustments, financial analysis, and detailed reporting. Advanced monthly accounting can also include budget tracking, cash-flow monitoring, reporting accuracy, frequent transaction review, and month-end close oversight, based on the agreed scope and business requirements.

Catch-up and cleanup bookkeeping is priced at 1.5 times the regular monthly bookkeeping rate, with the base rate starting at $850 per month. The final quote depends on transaction volume, number of accounts, payroll complexity, and cleanup scope. This one-time project corrects errors, organizes records, and prepares books for ongoing service or review.

Payroll support is included in the Essential, Growth, and Advanced monthly plans. It helps ensure payroll is properly recorded, payroll taxes are tracked, and payroll activity aligns with accounting records. The amount of payroll-related work and final pricing can vary based on payroll complexity and the overall bookkeeping scope.

Yes. Porter Accounting LLC provides virtual services across the United States. In-person support is available by appointment around Santa Rosa, San Francisco, and San Jose, California. Service delivery, records access, meeting cadence, and scope can be arranged around the business’s accounting workflow and reporting needs.

Controller services start at $100 per hour and cover close oversight, accrual adjustments, financial analysis, and reporting accuracy. Fractional CFO services start at $150 per hour and focus on forecasting, budgeting, KPI tracking, and financial strategy. Businesses can add either on top of a monthly bookkeeping plan, and the hours needed depend on complexity and reporting cadence.

Yes. The Advanced Plan, starting at $2,100 per month, includes audit prep along with month-end close oversight and detailed reporting. Businesses on other plans can request one-time audit preparation by custom quote. Porter Accounting LLC organizes records, reconciliations, and schedules and supports your external auditors or CPA; it does not conduct the audit.

Yes. Porter Accounting LLC supports revenue recognition under ASC 606, including reviewing contracts, identifying performance obligations, allocating the transaction price, and maintaining deferred revenue schedules. Because the effort depends on your contracts, ASC 606 work is priced by custom quote rather than included in a standard bookkeeping plan.