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STARTING PRICING

Transparent Starting Pricing. Customized Support.

Every business is different, but pricing should still feel clear. These are starting points for common KB2 services. Final pricing depends on complexity, transaction volume, number of accounts, payroll needs, cleanup needs, sales tax filings, job costing, reporting needs, and the overall level of support required.

Monthly Bookkeeping
Starting at $275 / month
For clients who want to hand off monthly bookkeeping and keep their financials accurate, organized, and up to date.
Includes:
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Monthly categorization of bank and credit card transactions

Monthly reconciliations

Monthly unaudited Profit & Loss and Balance Sheet reports

Ongoing support to help you understand your numbers

Quarterly Bookkeeping
Starting at $200 / quarter
For clients who manage their day-to-day bookkeeping but want expert quarterly review, reconciliations, and financial reports.
Includes:
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Quarterly account reconciliations
Unaudited Profit & Loss and Balance Sheet reports

 

Year-end financial report package to support tax filing and planning

Quarterly review of financial activity

Cleanup Bookkeeping
Starting at $750
One-time service
For clients whose books need correction, cleanup, or organization before accurate reporting or tax preparation can happen.
Includes:
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Review of prior bookkeeping
Corrections and cleanup of messy or inaccurate records

 

Reconciliation support

Customized quote based on complexity

Catch-Up Bookkeeping
Starting at $125 / quarter
For clients who are behind and need prior months or quarters brought up to date. Pricing is billed per quarter that needs to be caught up.
Includes:
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Historical bookkeeping by quarter
Transaction categorization

 

Reconciliations

Additional cleanup if needed

Pricing increases based on complexity and additional services. Additional fees may apply for extra bank or credit card accounts, high transaction volume, payroll support, sales tax filings, class tracking, job costing, custom reporting, or significant cleanup needs. All pricing is reviewed during consultation before work begins.

HOW IT WORKS

Getting Started Is Simple

No confusing back-and-forth. No guessing where to start. We’ll walk you through the process and help you get the right support for your situation.

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Schedule a Consultation
Choose a time through our online scheduler so we can learn more about your business, your books, and what kind of support you need.
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Complete Your Intake
Answer a few questions about your business, bookkeeping status, tax needs, payroll setup, and any cleanup concerns.
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Upload Your Documents
We’ll guide you on what to send so we can review your records and understand the full financial picture.
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Get Organized & Supported
Once we know what you need, we’ll recommend the right next step and help you move forward with confidence.
Not sure what you need yet? That’s exactly what the consultation is for.

READY WHEN YOU ARE

Let’s Find the Right Fit for Your Business

Tell us where your books are now and what support you need. We’ll review the details together and provide clear pricing before work begins.

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KB2 Bookkeeping & Tax offers Notary Services
BBB Spark Award Winner: KB2 Bookkeeping & Tax

Privacy Policy

At KB2 Bookkeeping & Tax, we are committed to protecting your personal and sensitive information. We collect and use your data solely to provide bookkeeping, tax preparation, and filing services, complying with all legal and regulatory requirements. Your information is securely stored, shared only as necessary (e.g., with the IRS or trusted service providers), and never sold. For more details, contact us at info@kb2bookkeeping.com or call 512-843-2320.

©2026 by KB2 Bookkeeping & Tax

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