Trail
from$395/month
One entity, up to 150 transactions a month, no employees yet.
- Bank and card reconciliation
- Books closed by the 10th
- Monthly three-line summary
- Sales tax filed on TAP
- 1099s in January
- CPA-ready year-end file
Pricing
Flat monthly pricing, published here, quoted in one call.
Nobody else in Salt Lake puts the number on the website. We do, because you cannot decide whether to call without it. These are illustrative "from" prices for a typical client; the quote call confirms your figure.
Ridge
from$695/month
One entity, up to 300 transactions, payroll for up to 10 employees.
- Everything in Trail
- Payroll on a fixed calendar
- TC-941E withholding filed
- DWS wage reports filed
- New-hire reporting and W-2s
- Payday support line
Summit
from$1,150/month
Up to two entities, payroll for up to 40, bills and invoices handled.
- Everything in Ridge
- Accounts payable and receivable
- Multi-state sales tax
- Monthly cash-flow report
- Quarterly review call with Renee
- Priority on the support line
Why the numbers are on the page
Why we publish prices
Every bookkeeping site in the valley invites you to book a call, and none of them says what it costs. That is a sales process, not a service. An owner at 10 pm on a Sunday wants to know whether this is a $400 problem or a $4,000 one before they pick up the phone.
So: three plans, a price next to each, and a list of what changes the number. The call that follows takes fifteen minutes and ends with a figure in writing.
Catch-up pricing
$250per month of backlog
Catch-up and cleanup work is $250 per month of backlog, fixed in writing after a one-week inventory. A year behind is $3,000, delivered in about four weeks, most recent month first. Then you move to a monthly plan.
The quote call
What changes a quote
- Transactions
- Trail covers up to 150 a month, Ridge 300, Summit 600. Over that, we add in blocks of 100.
- Employees
- Ridge covers payroll for up to 10, Summit up to 40. Weekly payroll adds a little; twice-monthly does not.
- Entities
- Trail and Ridge cover one legal entity. Summit covers two. A third is quoted.
- Sales tax states
- Utah on TAP is included. Each additional state you file in is added.
- Bills and invoices
- Accounts payable and receivable are in Summit only. Add them to Ridge for a flat amount.
- Software
- Your QuickBooks Online or Xero subscription is in your name and billed to you, so the file is always yours.
Payroll is included in Ridge and Summit. See what the payroll service covers, or what every monthly close includes.
01Are the prices on this page what I will pay?
They are the starting points for a typical client on each plan. The quote call confirms your figure against transactions, employees and entities, and the number we give you is the number on the invoice. There is no hourly billing on any plan.
02Is there a contract or a setup fee?
Month to month, cancel with thirty days notice. Setup of a new QuickBooks Online or Xero file is included on every plan; moving a messy existing file is quoted as a catch-up.
03What if I only need payroll?
We do not run payroll without the bookkeeping, because the two have to reconcile and we would be guessing at half the picture. Ridge is the smallest plan with payroll.
04Can I change plans?
Any month. Most clients start on Trail or a catch-up, move to Ridge when they hire, and some move to Summit when they open a second location.
05Does the price include the income tax return?
No. We are not a CPA firm and do not prepare returns. The year-end file we hand your CPA is included; what the CPA charges to file is between you and them, and it is usually less with a clean file.
Next step
Fifteen minutes and you will have a number in writing.
Three details in the form, or one call. Renee confirms the plan and the figure within one business day.