Review the Inquiry
We review the stated transaction volume, accounts, QBO status, historical condition, and complexity factors.
BOOKKEEPING PRICE CHECK
Tell us about the books. See the likely starting path.
Get a preliminary bookkeeping estimate based on monthly transaction volume, financial accounts, QuickBooks status, historical condition, and business complexity—not transaction count alone. You will also see whether QuickBooks Setup or Catch-Up & Cleanup appears to be a separate starting project.
1. Describe the Books
QBO status, volume, accounts, and condition.
2. See the Likely Plan
Starter, Core, Growth, or custom scope.
3. Identify Starting Work
Setup and cleanup are separated when needed.
4. Human Scope Review
Final scope follows review—not a blind calculator.
Interactive Bookkeeping Intake
A better quote starts with the workload—not just the company's revenue.
Complete the four short steps below. The estimator updates as you answer and separates recurring bookkeeping from any one-time setup or historical cleanup that may be required.
What does the bookkeeping environment look like today?
Start with the system and historical condition. These two answers determine whether the business can move directly into monthly bookkeeping.
We are only asking about the condition of the books here. Do not upload statements, tax documents, passwords, or account credentials.
Please answer both questions before continuing.
How much recurring bookkeeping activity is there?
Transaction volume and financial-account count are the primary starting points for the monthly plan.
Please select transaction volume and financial-account count.
What adds complexity to the monthly workflow?
These factors do not automatically increase the price, but they can change the required scope and should be reviewed before a final quote.
Please answer all three complexity questions before continuing.
Save the estimate with a basic business inquiry.
This information helps connect the preliminary estimate to a real scope review. Do not enter banking credentials, passwords, tax IDs, Social Security numbers, or upload financial records here.
For your security:
do not send QuickBooks passwords, bank usernames/passwords, MFA codes, Social Security numbers,
tax IDs, bank account numbers, statements, or financial documents through this preliminary inquiry.
Staging behavior: the final button currently prepares a structured email draft. Before public launch,
connect this page to the final protected website form / CRM workflow.
Please enter your name, business name, and a valid email address.
What Happens Next
A price check should lead to a scope—not an immediate request for sensitive access.
The initial inquiry is intentionally light. Actual QuickBooks access and any document exchange should happen only after the engagement and workflow require it.
Safer Intake
The public price-check form should ask for less—not more.
A preliminary quote does not require your bank password, tax return, bank statement, QuickBooks password, or other sensitive financial records.
No account credentials
Do not submit bank usernames/passwords, QuickBooks master credentials, MFA codes, or other private authentication information.
Minimal initial information
The first stage focuses on workload and business context: transaction volume, account count, bookkeeping condition, and basic contact information.
Authorized access later
If an engagement proceeds, QuickBooks access should use the appropriate authorized workflow while the client retains control of the company file.
Price Check Questions
Know what this estimate does—and what it does not do.
No. It is a preliminary estimate based on the answers you provide. Final scope and pricing are confirmed after the actual bookkeeping workload and relevant complexity factors are reviewed.
Those factors are direct indicators of recurring bookkeeping workload. They are generally more useful for scoping monthly bookkeeping than simply asking how much revenue the business earns.
They solve different problems. Setup creates or reorganizes the bookkeeping environment. Catch-Up & Cleanup repairs historical bookkeeping. Monthly bookkeeping maintains the current books going forward.
No. The preliminary intake is intentionally designed around basic workload information. If documents later become necessary for an accepted scope, they should be exchanged through the appropriate protected workflow.
No. Do not submit QuickBooks passwords, bank credentials, MFA codes, or other authentication secrets through this form. Authorized access is handled separately if the engagement proceeds.
The pilot is intended for a limited number of qualifying simple clients: typically one entity, usable QuickBooks Online, reasonably current books, up to approximately 75 monthly transactions, up to two financial accounts, and no substantial cleanup, inventory, complex payroll, or high-complexity ecommerce workflow.
No. Unless a final engagement explicitly states otherwise, QuickBooks Online software subscription costs are separate from the bookkeeping service.
Start with enough information to price the work—without handing over the books on day one.
Use the price checker to identify the likely monthly plan and whether one-time setup or historical cleanup may be required.