Monthly accounting

How much does monthly bookkeeping cost?

The short answer

At Weidner CPA, the $500 monthly plan includes CPA-led bookkeeping and tax preparation within the agreed scope. Higher service levels support greater complexity and reporting needs. Cleanup and other additional work are scoped separately.

Start with the scope, then compare the fee

A monthly fee is useful only when you know what it covers. Compare the entities and tax returns included, the condition of the books, transaction volume, reporting needs and the CPA involvement you will receive.

Starting plan

$500/month

Bookkeeping + tax prep

CPA-led bookkeeping and tax preparation within the agreed engagement scope.

Greater complexity

$1,000/month

More involved books

A service level for greater transaction volume or business complexity.

Advanced reporting

$1,500/month

More reporting needs

A service level that adds advanced reporting for the business.

Payroll administration is an additional $250 per month at the standard level, subject to payroll complexity. Confirm your exact scope and fee before starting.

What can change your monthly cost?

  • Transaction volume and accounts. More bank accounts, credit cards and activity can mean more work to reconcile and review.
  • Business complexity. Multiple entities, locations, loans or detailed tracking needs can affect the scope.
  • Condition of the records. Catch-up bookkeeping or historical corrections may require a separate cleanup project.
  • Reporting and payroll. Confirm the reports, payroll support and additional services you need.

What to bring for an accurate estimate

Have your latest profit-and-loss and balance-sheet reports, the number of bank and credit-card accounts, an approximate monthly transaction count, payroll details and a list of tax returns or entities needing support. Tell us the last month the accounts were reconciled.

If the reports are incomplete, say so. That helps separate the initial cleanup from ongoing monthly work.

Questions to ask before you sign

Does the $500 plan include tax preparation?

Yes. Weidner CPA’s $500 monthly plan includes tax preparation within the agreed scope. Confirm which entities and specific returns are covered in the engagement.

Is catch-up bookkeeping included automatically?

Catch-up work and other additional services are confirmed separately after reviewing the books. Ask for the cleanup scope and fee alongside the ongoing monthly quote.

Where can I check the current plans?

Use the Weidner CPA pricing page and discuss your records with the firm before choosing a service level.

Sources & further reading

Publisher information: Edward Weidner, CPA, is a Certified QuickBooks Online ProAdvisor. Learn about Weidner CPA.

From information to a next step

Get a scope that fits your business

Tell us about your books, tax preparation needs and reporting goals. We can discuss the initial work and ongoing service level.