Bronze
$350per month
Up to 100 transactions per month.
Up to 2 financial accounts.
Monthly updates.
Account Activation: $495.
Monthly Bookkeeping — Packages
Monthly Bookkeeping
Keep financial records categorized, reconciled, and ready for review. Every standard Monthly Bookkeeping package includes the same core bookkeeping work. Choose a plan based on monthly transaction volume, number of financial accounts, and update frequency.
Silver
$650per month
Up to 250 transactions per month.
Up to 4 financial accounts.
Twice monthly updates.
Account Activation: $795.
Gold
$1,050per month
Up to 500 transactions per month.
Up to 6 financial accounts.
Weekly updates.
Account Activation: $1,195.
Book a Consultation
Included with every Bronze, Silver, and Gold package
- Transaction categorization and ongoing bookkeeping record maintenance.
- Income and expense tracking.
- Bank and credit card reconciliations.
- Basic accounts payable and accounts receivable tracking.
- Monthly financial statements.
- Written monthly financial summary.
- Monthly bookkeeping review.
- Tax ready bookkeeping records and year end handoff to your tax preparer.
- Email support.
Monthly Bookkeeping overages: $1.50 per transaction above your package allowance and $50 per additional financial account per month. The rates are the same for all three standard packages. Additional charges are itemized on the next invoice.
Enterprise Monthly Bookkeeping | Custom Quote
For businesses requiring higher transaction capacity, additional entities, more accounts, or a customized bookkeeping workflow. We review your workload and reporting requirements before proposing a monthly subscription and separate Account Activation fee.
Account Activation, billing and service boundaries
Understanding Account Activation and monthly billing
Account Activation is a separate one time charge for each purchased monthly service. It covers establishing the agreed service workflow and activating the account. Monthly subscriptions are billed separately. If you purchase Monthly Bookkeeping and Accounts & Billing together, each service retains its full Account Activation fee and monthly subscription, even when both services use one shared client portal.
After signing the agreement, Account Activation and the first monthly subscription are due within three business days. Paid portal access, onboarding, and service delivery begin after payment. Ongoing subscriptions bill automatically each month on the corresponding service start date. Services are month to month, with 30 days written notice for cancellation. Unpaid invoices may result in a service pause after notice and a five business day opportunity to resolve the failed payment, as described in the agreement.
What these services do not include
Paper Trail does not prepare or file tax returns, provide tax or legal advice, or independently authorize or release client payments. Basic accounts payable and accounts receivable tracking within Monthly Bookkeeping is not the same as active invoice creation, payment reminders, and vendor payment coordination under Accounts & Billing.