Monthly Bookkeeping

The Monthly Bookkeeping service provides business owners with accurate month-end reconciled financials for management use and decisions. We will provide you with our financial advisory firm chart of accounts and will offer ongoing training with you on navigating efficiently through QuickBooks Online. We will provide you with customized financial reports for your review and will train you on creating and saving ad-hoc reports. Includes monthly communication with your assigned Bean Counter. For added support, see additional offerings.

Tier 1

< $100K in gross revenue
and < 5 accounts

Tier 1 logo

$149/month*

$129/month*
for XYPN members only

Tier 2

$100K - $250K in gross revenue and < 10 accounts

Tier 2 icon

$199/month*

$179/month*
for XYPN members only

Tier 3

$250K - $500K in gross revenue. No account limit.

Tier 3 icon

$239/month*

$219/month*
for XYPN members only

Tier 4

$500K - $1.5M in gross revenue. No account limit.

Tier 4 icon

$289/month*

$269/month*
for XYPN members only

Tier 5

$1.5M+ in gross revenue.
No account limit.

Tier 5 icon

$329/month*

$309/month*
for XYPN members only

*Plus one-time onboarding fee for new clients. Learn more about XY Planning Network membership. | Must meet revenue and account criteria to qualify for tier. 

Get Started WIth Monthly Bookkeeping
Onboarding for new Monthly Bookkeeping Clients

For new Monthly Bookkeeping clients, a one-time onboarding fee will be assessed in addition to the first month of bookkeeping. The one-time onboarding fee is $397 retail or $297 for XYPN membersNote: the onboarding fee will be waived for clients who have gone through the New Firm Set Up & Training process.

This onboarding covers the following services: verification of QuickBooks settings such as: accounting method, address, tax filing information, partner information, and percentage ownership; set up or clean up COA; reconciliation of accounts from December 31 of previous year; verify payroll; review set-up and perform basic training with client; tie out tax balance returns if needed.

 

Welcome Package - XYPN Members Only

XYPN members with less than $50K in gross revenue and less than 4 accounts qualify for the introductory pricing of $89/month for their first year of monthly bookkeeping plus a reduced onboarding fee of $197.

Learn more about XYPN membership.

Get Started WIth Monthly Bookkeeping

New Firm Set Up & Training

The New Firm Setup & Training service will get you set up with a QuickBooks online account and a proper chart of accounts that is customized to your financial advisory practice. Then we'll get all of your financial accounts (Bank, Credit Card, Loans) into Quickbooks Online and train you how to navigate QuickBooks yourself (while you have time to do it). We'll also cover issues like "What falls under Software & Technology Expenses" and "What should I classify as Meals & Entertainment vs Advertising & Promotion?"

 
XYPN Members Only
$297


Learn more about XYPN membership.

XYPN Members Only*
Welcome Package
$197

*XYPN members with < $50K in gross revenue
and < 4 accounts

Get Started With New Firm Set Up & Training

Additional Offerings

Quarterly or Year-End Book Review

Bulleted review sheet; follow up call with a bookkeeper

Custom Quote

Book Clean Up

Bulleted summary sheet of major changes; follow up call with a bookkeeper

Custom Quote

Hourly Bookkeeping Consulting
 

One-on-one consultation with a senior-level bookkeeper

Custom Quote

1099 Tax Form Preparation
 

Preparation of 1099 tax forms for any non-employee individuals

Custom Quote

QuickBooks Discount*
 

New Quickbooks users with no existing Quickbooks files only. *Monthly Bookkeeping Clients Only
 
$25/month Essentials
$40/month Plus

Get Started With Additional Offerings