Straightforward pricing built around your business.

ENSIGHT offers three levels of monthly bookkeeping and financial reporting support designed for businesses with different levels of transaction volume, financial complexity, and reporting needs.

Final pricing is confirmed after discovery and review of your books, financial accounts, systems, transaction volume, and service requirements.

Choose the level of support that’s right for your business.

Each plan includes structured monthly bookkeeping and financial reporting, with additional reporting, analysis, and financial review as service needs increase.

Essential

$750/month

Get the books rihgt.

  • Up to 150 monthly transactions
  • Up to 3 financial accounts
  • Monthly transaction review and categorization
  • Bank and credit card reconciliations
  • Month-end close
  • Profit & Loss statement
  • Balance Sheet
  • Brief written monthly summary
  • Email support
  • Target reporting by approximately the 20th

Target reporting assumes required client information is received on time.

Growth

Most Popular

$1,200/month

Understand performance.

  • Up to 300 monthly transactions
  • Up to 5 financial accounts
  • Everything included in Essential
  • Enhanced monthly financial reporting
  • Month-over-month comparison
  • Variance commentary on significant changes
  • Cash-position discussion
  • A/R and A/P observations, where applicable
  • One 30-minute monthly financial review
  • Priority email support
  • Target reporting by approximately the 15th

Target reporting assumes required client information is received on time.

Insight

$1,800/month

Use financial information more effectively.

  • Up to 500 monthly transactions
  • Up to 8 financial accounts
  • Everything included in Growth
  • Enhanced financial analysis
  • Cash-flow analysis
  • Balance Sheet trend review
  • Budget-to-actual reporting when an approved budget exists
  • Working-capital observations
  • One 60-minute monthly financial review
  • Quarterly extended financial-performance review
  • Priority support
  • Target reporting by approximately the 10th

Target reporting assumes required client information is received on time.

How the plans compare.

ENSIGHT pricing reflects the amount of bookkeeping activity, number of financial accounts, reporting depth, and level of ongoing financial review required.

Transactions

Monthly transaction allowances reflect the approximate number of individual financial activities requiring review, categorization, matching, or reconciliation.

Essential: Up to 150

Growth: Up to 300

Insight: Up to 500

Financial Accounts

Financial accounts include bank accounts, credit cards, loans, financing accounts, payment-processing or clearing accounts, and other accounts requiring separate monthly reconciliation or review.

Essential: Up to 3

Growth: Up to 5

Insight: Up to 8

Financial Review

Essential:

No scheduled monthly review meeting

Growth:

One 30-minute monthly financial review

Insight:

One 60-minute monthly financial review

plus, quarterly extended review

Additional support when your needs grow.

When activity exceeds a package allowance or additional support is needed, clearly defined add-ons allow the engagement to adjust without immediately redesigning the entire service arrangement.

Additional Financial Account

$75/month per account

For financial accounts requiring separate review or reconciliation beyond the package allowance.

Additional Transaction Volume

$150/month per additional 100 transactions

Applied when monthly transaction activity consistently exceeds the package allowance.

Additional Review Meeting

$175 for up to 45 minutes

For financial-review meetings beyond those included in the selected service level.

Custom Reporting

Starting at $250 setup

For agreed reporting requirements beyond the standard package deliverables. Recurring fees may apply based on complexity.

Cleanup and project services.

Some bookkeeping needs fall outside an ongoing monthly engagement. ENSIGHT offers defined clean and QuickBooks Online setup projects based on the condition, complexity, and scope of the work.

Cleanup Diagnostic

$350

Review of the QuickBooks file, reconciliation status, transaction volume, account structure, supporting records, and identified bookkeeping issues.

Cleanup & Catch-up

Starting at $750

Historical cleanup is quoted as a fixed project fee after the diagnostic review. Pricing depends on the extent of the backlog, reconciliation issues, transaction volume, and quality of available records.

QuickBooks Online Setup

Starting at $500

QuickBooks Online setup may include company configuration, chart of accounts, bank and credit card connections, opening balances, products and services, invoice workflow, and financial reporting setup.

More Complex Implementations

More complex implementations, conversions, migrations, or accounting-system transitions are reviewed and quoted separately based on scope.

Pricing designed around real bookkeeping complexity.

Package pricing provides a clear starting framework, but every business is different. Final pricing is confirmed after ENSIGHT understands the actual scope, volume, condition, and complexity of the engagement.

Pricing May Be Influenced By

  • Monthly transaction colume
  • Number of financial accounts
  • Reconciliation complexity
  • Condition of existing books
  • Number of entities or locations
  • Payment processors and clearing accounts
  • Reporting requirements
  • Required cleanup or catch-up work
  • Accounting integrations
  • Meeting and support requirements

Important Service Notes

  • Monthly services are billed in advance
  • Monthly invoices are due upon receipt
  • Cleanup and catch-up work is priced separately from reccuring monthly bookkeeping
  • Package allowances are reviewed as the business changes
  • Fees may be reviewed preriodically based on activity, complexity, and service requirements
  • Services outside the agreed scope require separate approval and may require additional pricing

Specific scope, deliverables, service responsibilities, client responsibilities, assumptions, exclusions, billing terms, and applicable fees are confirmed in the applicable proposal and engagement agreement.

Transaction and financial-account allowances are intended as practical service thresholds. Sustained activity above the selected package allowance may result in an add-on or recommendation to move to a different service level.

Not sure which plan fits your business?

Start with a discovery conversation. We’ll review your current bookkeeping environment, transaction volume, financial accounts, reporting needs, and priorities to determine the most appropriate service level.

Schedule a Discovery Call

Virtual consultations available.