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Prices listed below are subject to changes after our consultation or once we do a month of your accounting and realize more work needs to be done. Please note these are prices starting from the amounts. Whether you need an online bookkeeper, Quickbooks bookkeeper, e-commerce accountant, e-commerce tax prep , financial planning such as analysis, pricing, budgeting or forecasting, Methodical Financial Services is a one stop shop for all your needs from Tax preparation to bookkeeping services.

Pricing Plans for Bookkeeping Services, E-commerce Accountant, or Complete Outsource CFO Services

Find one that works for you

  • Starter Bundle

    499$
    Every month
    Perfect for start-ups and small business owners
     
    • Dedicated Team
    • up to 125 Transactions a month
    • Up to 5 connected Bank or credit card accounts
    • Monthly Entries
    • Payroll Reconciliation/Journal Entry
    • Monthly Reports such as Profit & Loss & Balance Sheet
    • Recurring monthly phone meeting with accountant

  • Mid-Size Bundle

    1,199$
    Every month
    Perfect for growing and mid-size companies
     
    • Dedicated Team.
    • Up to 350 Transactions a month.
    • Up to 7 connected Bank or credit card accounts.
    • Monthly Entries & bi-weekly entries.
    • Monthly or bi-weekly Reports such as Profit & Loss & Balance
    • Payroll Reconciliation/Journal Entry
    • Customized reporting schedule.
    • Monthly or bi-weekly review of financials with a phone meeti
    • Basic inventory management/adjustments.
    • E-commerce inventory accounting.
    • E-commerce Sales Reconciliation.
    • Receivable/payable review/management.

  • Scale Bundle

    3,499$
    Every month
    Perfect for growing companies who want to save on overhead
     
    • Dedicated Team.
    • Unlimited transactions.
    • up to 10 connected bank accounts and credit cards
    • Monthly Entries & bi-weekly entries.
    • Monthly/bi-weekly Reports such as P&L & Balance Sheet
    • Payroll Reconciliation/ Journal Entry.
    • Customized reporting schedule.
    • Monthly/bi-weekly review of financials with a phone meeting.
    • Complex inventory accounting.
    • E-commerce Sales Reconciliation.
    • Complex E-commerce Inventory Accounting.
    • Sales Tax Return Preparation.
    • Accounts Receivable- Collections Management
    • Accounts Payable Management- Invoicing, paying bills.
    • Paying International clients with ACH.

  • CFO & Controller

    5,999$
    Every month
    For those looking to outsource their entire back office
     
    • Dedicated Controller & CFO.
    • Unlimited transactions.
    • Unlimited number of accounts.
    • Monthly, weekly, bi-weekly reports based on your preference.
    • Payroll run, adjustments, and reconciliation.
    • Sales Tax Compliance.
    • Handling any tax or compliance issues.
    • 13 week cash basis flow statement.
    • Budget & Analysis review with CFO.
    • Growth & Scale Strategy discussion with CFO.
    • Cost cutting strategies discussions with CFO.
    • Financial review with Controller on a regular basis.
    • Year-end Form preparation.
    • Tax Preparation Service INCLUDED.
    • Complete management of A/R and A/P
    • Handling custom based needs such as procedure development.
    • Pricing analysis

  • Accounts Payable

    499$
    Every month
    Outsource your entire A/P process for a fraction of the cost
     
    • Receiving all bills from Vendors.
    • Weekly or bi-weekly check runs, with owner's signature.
    • ACH payments for international clients.
    • Ensuring A/P balance is up-to-date.
    • Starting price based on 75 transactions per month.

  • Accounts Receivable

    499$
    Every month
    Outsource your entire A/R for a fraction of the price
     
    • Send client/customers Invoices.
    • Follow up to ensure payment is received within timeline.
    • Receive ach or credit card payments.
    • Record cash & check payments.
    • Keep Accounts Receivable balance up-to-date regularly
    • Starting price based on 75 transactions per month.
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