Diagnostic Review
Before committing to a package, it’s important to understand the current state of your bookkeeping. My Diagnostic Review will help us assess your financial records and ensure we’re on the same page.
Here’s how it works:
- Schedule Your Review:
Reach out to schedule your diagnostic review at a time that works for you. - Provide Your Documents:
You’ll need to provide 3 months’ worth of bank and credit card statements or, if you’re already using QuickBooks Online, you can simply add me as an accountant view. This allows me to perform a thorough review and assessment of your accounts. - Review and Consultation:
After reviewing your documents, we’ll discuss your bookkeeping status, identify any gaps, and determine the best way to move forward with your bookkeeping needs.
Fee: $197
Once the review is complete, you’ll have a clear understanding of your bookkeeping needs, and we can proceed with the right package for your business
Pricing & Packages
At Verily Truly Bookkeeping, I specialize in QuickBooks Online (QBO) bookkeeping, ensuring your finances are well-organized and accurate. Below are my service offerings and pricing options.
Monthly Bookkeeping Packages
Designed for small businesses, nonprofits, and entrepreneurs who need ongoing bookkeeping support.
| Package | Transactions/Month | # of Accounts | Price/Month |
|---|---|---|---|
| Tier 1 | 50-200 | 1-2 | $300 |
| Tier 2 | 300-500 | 1-2 | $600 |
| Tier 3 | 600-800 | 1-2 | $800 |
| Tier 4 | 1000+ | 1-2 | $1,000 |
🔹 Overages: $3 per additional transaction OR upgrade to the next package.
🔹 Additional accounts: $75 per account.
🔹 All plans require ACH auto-draft with a 12-month commitment for the listed rates. Month-to-month service is available at a slightly higher rate, with flexible payment options.
QuickBooks Online (QBO) Setup Services
Not using QBO yet? I can help set it up for you!
Setup Services
| Service | Price | What’s Included? |
|---|---|---|
| Basic Setup | $250 | Chart of Accounts setup, up to 2 bank accounts, 30-min walkthrough. |
| Advanced Setup | $450 | Everything in Basic, plus up to 4 bank accounts, invoicing setup, automation, 60-min training. |
| Full-Service Setup | $750 | Everything in Advanced, plus 12 months of historical transaction imports, receipt management, integrations, 90-min training. |
💡 Add-ons:
- Additional Bank/Credit Card Account: $50 per account
- Historical Transaction Import (Over 12 Months): Custom pricing
- 1-Hour QBO Training Session: $100
Bookkeeping Clean-Up & Special Projects
If your books need organizing or catching up, I offer bookkeeping clean-up services.
Pricing is based on a flat-rate quote tailored to your specific needs. Factors that determine the cost include the number of months requiring clean-up, the scope of work, the number of accounts, and the complexity of your records.
***Payment for clean-up services will be due upfront before starting the project.****
Don’t delay! Staying on top of your bookkeeping each month not only saves you money but also reduces stress. Waiting until the last minute, especially before tax season, can result in costly clean-ups and higher fees. Keeping your books organized throughout the year makes tax time smoother and less stressful.
Ready to Get Started?
Let’s make bookkeeping stress-free for you! Contact me to schedule a consultation.
