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Pricing

Transparent monthly bookkeeping pricing.

Three plans built around transaction volume and complexity. Not your revenue. Pick the tier that matches how your business actually runs. No surprise invoices, no setup fees on the monthly plans.

Jin Omori, Founder of SoFlo360 Accounting Services

You'll work directly with Jin Omori: QuickBooks Online Certified (Levels 1 & 2) and QuickBooks Payroll Certified.

QuickBooks Online Certified Level 2: Jin OmoriQuickBooks Online Certified Level 1: Jin OmoriQuickBooks Payroll Certified: Jin OmoriIntuit Bookkeeping Trained: Jin Omori

QuickBooks and Intuit are trademarks of Intuit Inc. SoFlo360 is an independent firm and is not affiliated with or endorsed by Intuit.

Not sure which tier?

A quick way to match your business to a plan.

Most small business owners don't have their monthly transaction count memorized. That's fine. Use the rough description that fits best.

You're a freelancer or solo owner

Sole prop or single-member LLC. Under ~50 transactions a month. One or two bank/credit accounts. No employees on payroll.

→ Starter

Your business is established and growing

Established small business. Roughly 50-200 transactions a month. Three or four bank/credit accounts. 1-10 employees on payroll. Most clients land here.

→ Growth (most popular)

You run a larger or more complex business

Growing business with 200-500 transactions a month. Five or more accounts. Multi-entity, inventory, or active advisory needs. Want full accrual accounting with AP/AR management.

→ Scale
Monthly Plans

Three plans. Pick the one that fits.

Every plan includes monthly reconciliation, transaction categorization, P&L and Balance Sheet, books closed on a fixed monthly schedule, and direct access for questions.

Tier 1

Starter

For solo owners and freelancers getting their books on a system.

$149 /month

Best fit if:

  • Transactions: under 50/month
  • Monthly expenses: under $10K
  • Accounts: 1-2 bank or credit accounts
  • Employees: no payroll
  • Inventory: none
  • Monthly reconciliation of up to 2 bank/credit card accounts
  • Up to 50 transactions categorized
  • Cash-basis bookkeeping
  • Monthly P&L and Balance Sheet (PDF + QBO access)
  • Books closed by the 10th business day
  • Email support, 1 business day response
  • Quarterly 15-minute check-in call
  • Client portal + secure document upload

Overages: $1/transaction over 50, $25/additional account. QuickBooks Online Simple Start billed separately or bundled at wholesale.

Get started with Starter
Tier 3

Scale

For growing businesses with more complexity, more accounts, and more advisory needs.

$799 /month

Best fit if:

  • Transactions: 200-500/month
  • Monthly expenses: $50K: $200K
  • Accounts: 5+ bank, credit, or payment accounts
  • Entities: multi-entity, class, or inventory tracking

Includes everything in Growth, plus:

  • Up to 6 bank/credit card accounts
  • Up to 500 transactions categorized
  • Full accrual accounting (inventory, prepaids, deferred revenue)
  • AP/AR management (Bill.com or Melio integration)
  • Multi-entity or class/department tracking
  • Monthly custom reports (KPI dashboard, budget vs. actual)
  • Weekly reconciliation cadence (every Friday)
  • Year-round tax coordination with your CPA
  • Biweekly 30-minute strategy call

Above this: quote custom (typical engagements $1,000-$2,500/mo).

Talk about Scale

Above Scale (500+ transactions, large multi-entity work, or active CFO-level engagements) we quote custom. Typical custom engagements run $1,000-$2,500/month.

Side-by-side

What's included at each tier.

The same information as the three tier cards above, flattened into a feature matrix so it's easier to see exactly where the breakpoints are. ✓ means included,. Means not included, "Add-on" means available as a quoted complexity adder.

Feature Starter $149/mo Growth $399/mo Most popular Scale $799/mo
Monthly bank/credit accounts reconciledUp to 2Up to 4Up to 6+
Transactions categorized per monthUp to 50Up to 200Up to 500
Accounting basisCash-basisCash or accrualFull accrual
P&L and Balance Sheet (monthly)✓✓✓
Cash Flow Statement (monthly): ✓✓
Custom reports / KPI dashboard: : ✓
Books closed by10th business day10th business day5th business day (weekly cadence)
Florida sales tax preparation✓ (state + 1 surtax)✓ (state + 1 surtax)✓ (state + 1 surtax)
Multi-state sales taxAdd-on1 state included; add-on for more1 state included; add-on for more
Tourist development tax (county TDT)Add-on✓✓
1099 preparation at year-end: Up to 10 includedUnlimited included
Payroll journal integration: ✓ (Gusto, QBO Payroll, ADP)✓ (Gusto, QBO Payroll, ADP)
Full payroll processingAdd-onAdd-onAdd-on
AP/AR reporting: ✓✓
AP/AR management (Bill.com / Melio): : ✓
Inventory tracking: Add-on✓
Multi-entity / multi-company: Add-on✓
Class / department / project tracking: Add-on✓
E-commerce platform integrationAdd-onAdd-onAdd-on
Year-end CPA-ready package✓✓✓
Year-round CPA coordination: : ✓
Support response time (email)1 business day1 business day1 business day
Direct message channel (same-day): ✓✓
Scheduled review callsQuarterly 15 minMonthly 30 minBiweekly 30 min
Spanish-friendly support✓✓✓
Client portal + secure document upload✓✓✓
Cleanup pricing (if needed)80-100% × months × tier80-100% × months × tier80-100% × months × tier
QuickBooks Online (separate)Bundle at wholesale or BYOBundle at wholesale or BYOBundle at wholesale or BYO

Above Scale we quote custom. Typical custom engagements run $1,000-$2,500/month. Add-ons are quoted as fixed monthly amounts on top of the base tier; never invoiced as a surprise.

Reference

Transaction volume + monthly expenses → tier

A quick reference, not a hard rule. Final pricing depends on complexity factors below.

Monthly transactions Monthly business expenses Plan Monthly price
Under 50 Under $10K Starter $149
50-200 $10K: $50K Growth most clients $399
200-500 $50K: $200K Scale $799
500+ $200K+ Custom $1,000-$2,500

Why we don't price on revenue: a $500K services business with 30 transactions/month pays Starter. A $200K e-commerce business with 600 transactions/month pays Scale. Volume and complexity drive the work, not gross revenue.

Add-ons

Complexity factors that adjust pricing

If your business has any of the following, we add a fixed monthly amount on top of the base tier. Always quoted upfront. Never invoiced as a surprise.

Complexity factor Added cost
Each bank/credit account beyond tier limit+$25/mo
Each additional state sales tax filing+$50/mo
Inventory tracking+$75-$150/mo
Class / department / project tracking+$50-$100/mo
Multi-entity / multi-company+$150-$300/mo
Weekly cadence (vs. monthly)+40-50% of base
Full payroll processing (vs. journal only)+$75/mo + $8/employee
AP/AR management (vs. reporting only)+$100-$300/mo
E-commerce platform integration (per platform)+$75/mo
Foreign currency transactions+$50/mo
The Going Rate

How much does a bookkeeper cost?

For most small businesses, outsourced bookkeeping runs $150 to $800 per month, driven by transaction volume and complexity. At SoFlo360 the full range is $149 to $799 per month, priced by volume and accounts, never by revenue, with a flat quote before any work starts.

The other common ways to buy bookkeeping are hourly (freelancers commonly bill $25 to $80 an hour, so the monthly total moves with how messy the month was) and in-house (a part-time hire costs more than any tier on this page before payroll taxes). Flat monthly pricing exists so the number you budget is the number you pay. For the full comparison with worked examples, read our guide to what a bookkeeper costs in Florida.

Bookkeeping services price list

Every price we charge, on one list. Complexity adders from the table above are quoted upfront and added as fixed amounts.

Service Price
Monthly bookkeeping: Starter$149/mo
Monthly bookkeeping: Growth$399/mo
Monthly bookkeeping: Scale$799/mo
Catch-up bookkeeping (per month brought current)80-100% of your tier, $500 project minimum
QuickBooks cleanupFlat quote after a file review
Full payroll processing add-on+$75/mo + $8/employee

These are the real prices, not starting points that grow on the invoice. If your business needs an adder, you hear the number before you sign anything.

Cleanup

What if my books are behind?

If you're months (or years) behind, we'll do the catch-up cleanup first. Then start your monthly plan with current books.

Catch-up cleanup pricing

Cleanup runs 80-100% of your eventual monthly tier × the number of months behind, with a $500 minimum. We give you a flat quote before starting.

Example: Growth-tier business 6 months behind ≈ $2,400 cleanup (one-time), then $399/mo ongoing.

See the full catch-up bookkeeping service for what a project covers, or get a ballpark in a minute with the cost estimator.

More on QuickBooks Cleanup
Client voices

What working with SoFlo360 looks like

I really recommend their service. They explain everything and make you feel secure.

Marcela B.

Owner, e-commerce business: Orlando area

E-commerce Growth plan

It really pays off having SoFlo360 keeping track of the finances every month. It helps us see our financial health at a glance, cut costs, and at the end of the year, it is easy to file taxes since all of the numbers are ready.

Brian H.

Owner, construction business: Tampa Bay area

Construction Scale plan

Jin is awesome. He helped me understand what costs were deductible and what costs to keep track of. I paid less in taxes working with him than when I was keeping track of it on my own.

Jason C.

Rideshare driver: Ocala

Rideshare · 1099 Starter plan

Frequently Asked

Pricing questions, answered.

We price by transaction volume, number of bank and credit card accounts, and complexity. Not by revenue. A $500K services business with 30 transactions per month pays Starter pricing. A $200K e-commerce business with 600 transactions per month pays Scale pricing.
Most outsourced bookkeeping services charge between $150 and $800 per month for a small business, depending on transaction volume, number of accounts, and complexity. SoFlo360 charges $149, $399, or $799 per month depending on tier, with fixed adders quoted before work starts. The full breakdown is in the price list above.
If your monthly transactions exceed your tier limit for two consecutive months, we'll re-quote at the next tier. And we tell you before that happens, not after. No surprise invoices.
No standard onboarding fee on the monthly plans. If your books need catch-up or cleanup before we can start monthly work, we'll quote that separately based on how many months are behind. Cleanup typically runs 80-100% of the ongoing monthly tier per month behind, with a $500 minimum.
We can bundle your QuickBooks Online subscription at our wholesale rate, or you can keep it billed to your business directly. Either works.
Tax preparation, personal finance work, audit support, and CFO-level strategy are not included in the monthly plans. We can refer you to a CPA partner for tax filing and provide year-end CPA-ready records as part of Growth and Scale tiers.
Yes. You can upgrade or downgrade at any monthly cycle. Most clients start in Starter or Growth and move up as their business grows.

Ready to put your books on a plan?

Free 30-minute consultation. We'll review your current setup and recommend a tier. Even if it's not Growth.

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