📘 Bookkeeping Service Packages

Choose the perfect bookkeeping package for your business needs

Black Friday / Cyber Monday Special

Lock in 25% OFF your 2025 bookkeeping services when you pay by December 2, 11:59 PM EST.

  • Standard tier pricing is shown below; the 25% discount is applied after payment processing.
  • All sales are final. The discount applies to the specific month/quarter/year/package purchased—one-time only.
  • Pairs perfectly with tax services if you build a package in My360Plan.
Existing Clients: Your price starts with your prior-year rate plus a small annual adjustment. Once we confirm your profile, your 25% Black Friday discount is applied to the updated amount automatically.
TIER 1

Basic Bookkeeping

$275 – $300 / month
Designed For

Start-ups, new entrepreneurs, and low-volume service-based businesses with simple accounting activity.

Includes

  • 1 business bank account
  • Up to 50 total transactions per month
  • Monthly reconciliation
  • Standard monthly financial snapshot
  • Profit & Loss
  • Balance overview
Loyalty Benefit

Clients qualify for a 15% discount on bookkeeping if:

1. They complete 12 consecutive months as an active bookkeeping client, or

2. They prepay for a full year at regular price

* No discount on the current year's prepayment
* Discount applies to the next annual cycle

TIER 2

Growth Bookkeeping

$500 / month
Designed For

Growing businesses with increased activity, developing processes, and a need for clearer decision-making data.

Includes Everything in Tier 1 PLUS

  • Up to 2 business bank accounts
  • Up to 150 total transactions per month
  • Full monthly reconciliation
  • Priority client response time
  • Enhanced monthly financial performance snapshot
  • Visuals + basic trends
Optional Add-On Services (Priced Separately)
  • Payroll processing
  • State tax submissions
  • Quarterly filings & reporting
TIER 3

All-Inclusive CEO Bookkeeping

$1,000 / month
Designed For

Owners who want full financial partnership support, accountability, and strategic growth, not just recordkeeping.

Includes Everything in Tier 1 & Tier 2 AND

  • Payroll processing included
  • State business tax submissions included
  • Quarterly filings & reporting included
  • Monthly accountability / strategy meeting (virtual)
  • Full business budget creation + monthly review
  • Quarterly business growth & financial optimization consultations
  • Proactive financial recommendations to:
    • Increase profit
    • Reduce expenses
    • Improve long-term sustainability
  • Goal & KPI tracking support, tools, and reporting

📌 Bookkeeping Service Terms

  • Transaction count includes all money movement: bank, credit cards, transfers, ACH, Zelle, CashApp, PayPal, Venmo, merchant processors, and other payment platforms.
  • If a client's transaction volume, number of accounts, or complexity exceeds their tier, they will be moved to the appropriate tier to maintain accuracy, compliance, and service quality.
  • Bookkeeping service does not include tax return preparation unless a separate tax package is purchased.

Totals shown above reflect standard pricing. Complete payment by December 2 at 11:59 PM EST to receive the 25% Black Friday discount on your 2025 service period. All sales are final, and the discount applies to the specific term purchased.