Pricing depends on transaction volume, account count, trust activity, historical condition, entity structure, integrations, and the reporting cadence. A short fit review is used to confirm scope before a proposal.
Ongoing bookkeeping
From $1,497 per month
For a small firm with a defined account set, current books, a consistent close, and standard monthly reporting.
- Operating-account reconciliation
- Monthly close and reports
- Open-item summary
- Defined communication cadence
Trust and higher volume
Scoped after review
For firms with active trust accounts, multiple entities, higher transaction volume, complex case-cost workflows, or additional reporting needs.
- Trust-account records and reconciliation
- Multiple systems or entities
- Case-cost workflow
- Custom reporting scope
Cleanup
Fixed phase or staged project
Cleanup is priced after the affected periods, accounts, source records, and known discrepancies are reviewed.
- Diagnostic review
- Written scope and assumptions
- Documented corrections
- Close-out summary
Start with fit
Get a scope-based proposal
Tell us what needs attention. We will review the basics and follow up about fit and next steps. This is not legal or tax advice.
- No obligation
- Your information is used to respond to this request
- You will know what we need before any engagement begins