Project-Based Bookkeeping & Job Costing

Tier 1 — Light Cleanup

Starting at: $750–$1,500

Best for businesses that:

• Are only a few months behind

• Have consistent transaction volume

• Need reconciliations and basic corrections

Typical outcomes:

• Accounts reconciled

• Misclassified transactions corrected

• Books ready for ongoing support

Tier 2 — Standard Cleanup

Starting at: $1,500–$3,000

Best for businesses that:

• Are 6–12 months behind

• Have project-related transactions

• Need restructuring of accounts or reports

Typical outcomes:

• Clean, reconciled books

• Improved chart of accounts

• Clearer project or program visibility

Tier 3 — Advanced Cleanup

Starting at: $3,000+

Best for businesses that:

• Are multiple years behind

• Have inventory, job costing, or compliance needs

• Need a full financial reset

Typical outcomes:

• Fully reset financial system

• Correct historical reporting

• CPA-ready books
  

**Businesses with job costing, project-level reporting, inventory, or historical corrections typically require a higher level of cleanup, regardless of transaction volume.

Tier 1 — Foundational Setup

Starting at: $750–$1,500

Includes:

• Chart of Accounts review

• Basic project or program structure

• Reporting setup

Best for newer or simpler operations.

Tier 2 - Project-Based Optimization

Starting at: $2,000–$4,000

Includes:

• Project / job / phase setup

• Revenue & expense mapping

• Workflow recommendations

• Reporting aligned to operations

This will likely become your most popular tier.

Tier 3 — Advanced Financial Structure

Starting at: $4,000+

Includes:

• Complex project or program tracking

• Inventory or COGS structuring (where applicable)

• Multi-revenue stream clarity

• Custom reporting

This tier quietly signals expert-level work.

**Project-based, job-costing, or multi-revenue businesses require more advanced setup to ensure ongoing accuracy and usable reporting.

Tier 1 — Project Foundations

Starting at: $750 – $1,200 / month

Best for businesses with active projects that need reliable structure and consistency.

Includes:

• Monthly bookkeeping and reconciliations

• Projects or jobs enabled and maintained in QuickBooks

• Income and expenses consistently assigned by project

• Standard project-level financial reports

• Ongoing checks for proper coding and allocation
  

This tier establishes and maintains a clean project-based foundation.

Tier 2 - Active Job Costing

Starting at: $1,200 – $2,000 / month

Best for businesses that rely on job profitability to make decisions.

Includes everything in Tier 1, plus:

• Detailed job cost categories (labor, materials, subs, etc.)

• Ongoing job cost accuracy review

• Monthly job profitability analysis

• Support for operational questions and decisions

• Adjustments as projects evolve

This is the most common tier for builders, designers, and other project-based businesses.

Tier 3 — Advanced Project & Advisory

Starting at: $2,000 – $3,500+ / month

Best for complex, high-volume, or multi-project operations.

Includes everything in Tier 2, plus:

• Advanced project structures (phases, classes, programs, or batches)

• Multi-revenue stream alignment

• Inventory or COGS oversight (where applicable)

• Sales tax and compliance support (reporting & reconciliation)

• Deeper monthly review and ongoing optimization

• Priority support
  

This tier supports businesses where financial clarity directly impacts profitability.

**All monthly services assume active project, job, phase, or program tracking. These services are designed for businesses that need ongoing visibility into profitability — not basic bookkeeping.

Pricing Framework