Monthly & Quarterly Bookkeeping Bookkeeping for Contractors & Trades Catch-Up & Cleanup Services Nationwide Virtual Bookkeeping Pricing Bookkeeping ResourcesAbout All Service Areas Lockport, NY Buffalo, NY Examples & Standards Contact QuickBooks Review
Plutus Bookkeeping LLC

Clear bookkeeping plans—with scope defined up front.

Choose monthly, quarterly, or catch-up bookkeeping based on how often you need reports, how much activity flows through QuickBooks, and the current condition of the books.

Service Options

Choose the bookkeeping rhythm that fits the business.

Starting prices provide a useful benchmark. Your written proposal confirms the accounts, reporting schedule, responsibilities, and any cleanup needed before ongoing work begins.

Monthly

From $300 / month
Best for active businesses
  • Monthly bank and credit-card reconciliations
  • Consistent transaction categorization
  • Monthly profit-and-loss and balance-sheet reports
  • Focused questions for unusual or unclear activity
  • Organized records for your independent tax professional

A good fit when owners need current financial visibility and regular reporting.

Discuss Monthly Service

Quarterly

From $450 / quarter
Best for lower-volume books
  • Quarterly bank and credit-card reconciliations
  • Quarterly transaction review and categorization
  • Quarterly profit-and-loss and balance-sheet reports
  • Review of owner activity and balance-sheet accounts
  • Organized year-end reporting package

Designed for businesses with limited activity that do not need monthly statements.

Discuss Quarterly Service

Catch-up & cleanup

Project quote
Defined scope before work starts
  • Review of the QuickBooks file and open periods
  • Historical bank and credit-card reconciliations
  • Correction of duplicate, uncategorized, or inconsistent activity
  • Resolution of balance-sheet issues within the agreed scope
  • Clean handoff or transition into ongoing service

Pricing depends on months outstanding, transaction volume, account count, and file condition.

Discuss a Cleanup Project
Scope & Expectations

Know what is included—and what may require a separate quote.

Included in ongoing bookkeeping

  • Reconciliation of the bank and credit-card accounts listed in the proposal
  • Routine transaction categorization and documented questions
  • Profit-and-loss and balance-sheet reports on the agreed schedule
  • Reasonable coordination with your existing CPA or tax preparer
  • Direct communication about missing information and unusual balances

Usually scoped separately

  • Historical cleanup or unreconciled prior periods
  • Payroll processing, bill payment, invoicing, or collections
  • Inventory systems, complex job costing, or multi-entity consolidations
  • Sales-tax filings, tax-return preparation, or tax advice
  • Major software conversions or reconstruction from incomplete records
How Quotes Are Built

Pricing reflects the work required—not a surprise after onboarding.

The proposal is based on the real activity in the file and the level of support the business needs.

Volume and accounts

Transaction volume, the number of bank and credit-card accounts, payroll activity, loans, merchant processors, and other balance-sheet accounts affect the close workload.

Condition of the books

Unreconciled months, duplicate transactions, mixed personal activity, missing statements, and inaccurate opening balances may require cleanup before ongoing service begins.

Reporting needs

Monthly versus quarterly reporting, class or location tracking, custom schedules, and coordination requirements are documented before the engagement starts.

Pricing Questions

What owners usually want to know before starting

Is the starting price guaranteed?

The published amount is a starting point. Your proposal reflects the actual transaction volume, account count, file condition, and reporting requirements.

Will I know the price before work begins?

Yes. Plutus provides a defined scope and price before beginning an engagement. Any later work outside that scope is discussed before it is performed.

Can cleanup be followed by monthly service?

Yes. Many engagements begin with a catch-up project and transition into monthly or quarterly bookkeeping after a reliable starting point is established.

Do you require a long-term contract?

Engagement terms are stated in the proposal. The goal is a clear working relationship rather than locking an owner into services that no longer fit.