Services
Bookkeeping for small businesses
KDM categorizes transactions in QuickBooks, reconciles your business bank and credit-card accounts and delivers profit-and-loss, balance-sheet and cash-flow reports. Monthly bookkeeping starts at $325 per month; quarterly bookkeeping is $525 per quarter plus $750 for year-end tax filing.
Choose the bookkeeping help you need
Ongoing monthly work: choose this when you need a regular close and current reports. Quarterly work: discuss whether a less frequent close fits your transaction volume. Catch-up or cleanup: start here if prior periods are unreconciled or the opening balances are uncertain.
When comparing outsourced bookkeeping prices, ask which accounts, transactions, reports and review meetings are included. A software subscription, bill payment, payroll or annual return is not automatically part of the monthly fee. The published fees below are starting points for a written scope.
New to keeping records? Start with opening the books from bank activity. If you run projects, see contractor bookkeeping and accounting. Our bookkeeping guide collection connects cleanup to your next financial review.
What is included
Choose a close schedule that fits your transaction volume and decisions.
- Transaction categorization in QuickBooks.
- Reconciliation of business bank and credit-card accounts.
- Profit-and-loss, balance-sheet and cash-flow reporting.
- Review of unusual balances, missing records and owner transactions.
- A discussion of the completed financial statements.
Monthly or quarterly?
Monthly service suits businesses that need frequent cash-flow and performance reviews. Quarterly service may suit a smaller corporation with fewer transactions. Quarterly bookkeeping is $525 per quarter with $750 year-end tax filing under the stated package; monthly bookkeeping starts at $325. Confirm your exact scope and fee before work begins.
Cleanup before ongoing work
Unreconciled accounts, duplicate transactions and missing opening balances need a defined cleanup project. We review the file and quote the catch-up work separately so ongoing reports start from reliable balances.
Your role and our role
You provide complete statements, receipts and explanations of business transactions. We organize and reconcile the agreed records. Day-to-day invoicing, bill payments, payroll processing and tax preparation are separate unless specifically included.
Use the reports to make decisions
Review customer balances, upcoming payments, profit by activity and cash needed for taxes. Profit does not always equal cash available to spend. Pair the monthly close with a short cash forecast before hiring, buying equipment or taking an owner distribution.
Published fees
| Item | Complexity | Typical flat fee |
|---|---|---|
| Monthly bookkeeping — solo or micro business | Up to ~50 transactions/month, monthly close | From $325/mo |
| Quarterly bookkeeping (smaller corporations) | Lower volume, quarterly close | $525 / quarter |
| Year-end tax filing (quarterly clients) | 1120-S or 1120 year-end return, bundled with quarterly tier | $750 flat |
| Monthly bookkeeping — small service business | ~100 transactions/month, sales tax | $650–$1,100/mo |
| Monthly bookkeeping — growing business | ~250 transactions/month, sales tax, multi-account | $1,200–$2,200/mo |
| Multi-entity or multi-location | Quoted per file | From $2,500/mo |
| One-time QuickBooks cleanup | Catch-up bookkeeping + reconciliation | $1,500–$6,000 |
Final scope and fee are confirmed in writing. Additional work is quoted separately.
Questions and answers
Can you work with my existing bookkeeper?
Yes. We can scope a review, reconciliation or tax-ready close while your bookkeeper handles daily entries.
Is payroll included?
Payroll is a separate engagement unless your written scope says otherwise.
Do monthly fees include the annual return?
Annual tax preparation is quoted separately for monthly clients. The quarterly package has its own stated year-end filing fee.