Pricing
Monthly Bookkeeping
Monthly bookkeeping services start at $300 per month and increase based on the size and complexity of the business, number of accounts, and transaction volume.
Monthly services include:
Transaction categorization
Bank and credit card reconciliations
Monthly financial reports
QuickBooks maintenance
Ongoing record organization
Best for: Businesses that need ongoing bookkeeping and organized financial records throughout the year.
Harbor Finance & Compliance offers both monthly bookkeeping services and project-based services depending on the needs of your business. Monthly services are designed for businesses that need ongoing bookkeeping and financial organization, while project-based services are ideal for catch-up bookkeeping, financial record organization, insurance audit preparation, and financial document preparation. Pricing varies based on the size of the business, number of accounts, transaction volume, and the condition of the financial records.
After an initial consultation, a fixed monthly fee or project quote will be provided before any work begins.
Catch-Up & Cleanup Bookkeeping
Catch-up and cleanup bookkeeping is priced based on how far behind the books are and the condition of the financial records. Most catch-up and cleanup projects range from $500 to $2,500.
Services may include:
Updating prior months of bookkeeping
Correcting transaction categorization
Reconciling bank and credit card accounts
Cleaning up financial reports
Organizing financial records
Best for: Businesses that are behind on bookkeeping or have bookkeeping that needs to be corrected or organized.
QuickBooks Setup
QuickBooks setup and organization services typically range from $300 to $500, depending on the business and accounts that need to be set up.
Services include:
QuickBooks account setup
Chart of accounts setup
Bank and credit card connections
Basic QuickBooks organization
Guidance on using QuickBooks
Best for: New businesses or businesses that need their QuickBooks account set up and organized correctly.
Financial Record Organization
Financial record organization services are priced based on the number of accounts and the condition of the records. Most record organization projects range from $300 to $800.
Services may include:
Organizing bank and credit card statements
Organizing financial documents and receipts
Creating a structured filing system
Organizing records for bookkeeping or audits
Best for: Businesses with disorganized financial records that need help getting their documents organized and accessible.
Financial Document Preparation
Financial document preparation services are priced based on the number of accounts, records that need to be organized, and financial statements that need to be prepared. Most financial document preparation projects range from $300 to $1,000.
Services may include:
Profit & Loss statements
Balance sheets
General ledger reports
Bank reconciliation reports
Financial record organization
Preparation of a financial document package
Best for: Businesses applying for loans, financing, or financial reviews that need organized financial statements and supporting documents.
Not Sure What You Need?
If you are not sure which service you need, schedule a consultation and we can review your current records and recommend the best option for your business.