Bookkeeping Packages that suit you

No matter what your business size, lifecycle stage or need, we have bookkeeping packages to fit your needs. Need something specific or project-based? Contact us for a custom bookkeeping pricing.

Choose from our Bookkeeping Packages

Essential

For small businesses with simple accounting needs looking for tax ready financials
Starting At
$ 449 399 /month
  • Dedicated bookkeeping expert
  • Accurate monthly books and year-end tax-ready financial packages
  • P&L, balance sheet
Select Plan
Most Popular

Core

For businesses with a wider range of accounting needs—looking for a flexible solution to grow with them.
Starting At
$ 949 849 /month
  • Dedicated bookkeeping expert
  • Accurate monthly books and year-end tax-ready financial packages
  • Priority communication with your bookkeeping team
  • Bill pay services
Select Plan

Strategic

For businesses that need in-depth financial operations custom built for their business.
Starting At
$ 2,799 2,499 /month
  • Dedicated bookkeeping expert
  • Accurate monthly books and year-end tax-ready financial packages
  • Bill pay
  • Invoicing
  • Payroll
  • KPI reporting
  • Sales tax compliance
  • And more (see below)
Select Plan
Essentials
Core
Strategic
Price
Starting at $399 per month Starting at $399/month
Starting at $849 per month Starting at $849/month
Starting at $2,499 per month Starting at $2,499/month
Bookkeeping + Accounting
Accounting Type
Cash
Cash or Accrual
Cash or Accrual
Dedicated Bookkeeper
Dedicated Director
Account Reconciliations
Monthly
Monthly
Weekly
Financial Statement Delivery
End of Month
20th of the Month
15th of the month
Bill Pay / Invoicing Management
Payroll Management
Support
Email Support
Limited
Unlimited
Unlimited
Response Time
Asynchronus
48 Hour Response
24 Hour Response
CFO & Advisory
Financial Update
Monthly Review Meeting
KPI Reporting
Tax Compliance
1099 Filings (Up to 10)
Sales Tax Filings (One State)

Disclaimers: Add-on services pricing may vary based on individual factors like # of employees, # of invoices, # of bills etc.

Pick the bookkeeping package that contains the options you need—or add on specific services to any existing packages.

Monthly bookkeeping services

Budget preparation & expense management
We cover everything from annual budget creation and performance to plan analysis to helping with expense control.
Payroll management
Take payroll off your plate—so you can focus on higher-level tasks.
Clean-up accounting
Neglected bookkeeping hanging over your head? Our clean-up services will get you up to speed.
Invoicing & bill pay management
Get paid and make payments promptly to maintain a healthy cash flow and a clear financial picture. We’ll even help with 1099 support.
QuickBooks setup & training
Our experts provide thorough, hands-on training for maximum impact.
Job Costing
Get a better handle on your costs and profit margins to inform more strategic business development.
Financial controller services
We’ll provide your team with expert financial oversight, management and guidance.
Inventory Management
We can even help you keep a finger on the pulse of inventory—with real-time views of stock levels.
Advanced Revenue Recognition
We’ll help you take a customized approach to revenue recognition that benefits your business.
Learn More
Common Queries, Clear Answers

Answers to Your
QuickBooks Questions

Why should I choose OOTB?

We have 30 years of QuickBooks and accounting experience—and more than 50,000 satisfied clients. Our personalized, local approach (no offshoring) gives our clients the best possible experience and outcome. Finally, our powerful reporting and insights platform makes things easy and enjoyable. But don’t take our word for it. Hear what our clients have to say.

What’s the difference between bookkeeping and accounting?

Bookkeeping refers to the daily and monthly recording of transactions, including maintaining the ledger, supporting payroll, categorizing transactions, etc. Accounting, on the other hand goes more in-depth. It an involve reporting on, assessing and leveraging financial information (from regular bookkeeping) to help inform business strategy, create financial models and more.

I’m not sure which plan I need. Can you help?

Yes! If you’re not sure which plan is best for your business, contact us today. We can help assess your needs and recommend the best virtual bookkeeping service pricing and package for your business. Our bookkeeping services pricing is designed to fit your budget and needs. Not finding what you need in our bookkeeping price packages, give us a call and we can design a customer package to fit your needs.

Where are your bookkeepers located?

All of our employees are 100% US based

Who will I be working with every month?

At OOTB, we believe in providing you with a single, consistent team for as long as possible. Other services switch out your bookkeeper regularly, which can cause issues in bookkeeping consistency. Your dedicated team consists of two professionally trained bookkeepers, including one senior bookkeeper who reviews all of your monthly statements. This stability and consistency provides greater value and better outcomes.

Does OOTB provide invoicing, bill payment, payroll, 1099s or inventory management?

Yes. OOTB can help with a variety of ongoing monthly accounting and bookkeeping needs—including invoicing, bill pay, payroll, 1099s, inventory management and more. If you don’t see the specific package you need above, let us know—we’ll tailor something to your business. When working with your OOTB bookkeeper to establish the monthly bookkeeping services, you will be able to discuss what services you are interested in.

My books are not up to date. How should I proceed?

Whether you’re months or years behind in bookkeeping, we’ll help (no judgment!). Our fast, skilled QuickBooks clean-up service will get you up to date—and a more accurate view of your financials. So you can move forward with confidence and peace of mind.

I already have an in-house team. How can OOTB help?

Regardless of the size or experience of your in-house team, OOTB can help your business get to the next level with bespoke accounting support. From taking mundane tasks off team members’ plates to helping with advanced training or QuickBooks data challenges, our support is tailored to your business.

How much does bookkeeping cost?

The cost of bookkeeping services can vary depending on several factors such as the complexity of your finances, the volume of transactions, and the level of service you require. Monthly bookkeeping packages start at $399 per month. The bookkeeping cost per month will be a fixed fee to help you plan your expenses and manage cash flow.

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