Keep Your Books Accurate and Up to Date Every Month
We manage your daily transactions and monthly reconciliations, and deliver your reports. We focus exclusively on QuickBooks Online to keep your monthly transactions categorized, reconciled, and ready so you can focus on your core business operations.
Monthly Bookkeeping Services
Ancora Bookkeeping works with your QuickBooks Online subscription for seamless and safe online interactions.
Micro Tier
Starting at $99/month + $99 One Time Set-up Fee
Up to 20 transactions per month.
1 connected bank account. (No credit cards).
Data requests and report delivery only.
Includes monthly categorization, bank reconciliation, P&L reports.
Starter Tier
Starting at $150/month + $150 one-time Set-up Fee
Up to 30 bank/credit card transactions per month.
Up to 2 connected accounts. (e.g., 1 bank account+1 credit card).
Includes monthly categorization, bank reconciliation, and standard monthly P&L and balance sheet reports.
Mid Tier
Starting at $200/month + $150 One-Time Set-up Fee
Up to 50 transactions per month.
Up to 3 connected accounts.
Includes monthly categorization, bank reconciliation, and monthly P&L and balance sheet reports.
Growth Tier
Starting at $350/month + $200 One Time Set-up Fee
Up to 150 transactions per month.
Up to 4 connected accounts (banks, credit cards).
Includes monthly categorization, bank reconciliation, and monthly P&L and balance sheet reports.
Processing more than 150 transactions? Contact us for a custom scale quote.
Schedule a consultation and we’ll review your current books and recommend the right level of support based on your actual business activity.
* Final pricing varies based on transaction volume, number of accounts, and business complexity. Final rates are confirmed after account review and are subject to periodic adjustments as your business grows. All monthly plans are automatically billed monthly. All clients must maintain their own active QuickBooks Online subscription at the tier level required to support their business features. Monthly fees cover bookkeeping services only.
One-Time Projects
Catch-Up Bookkeeping: Missing several months of records? We will bring your books up to date for a flat fee equal to your plan's monthly rate for each month behind.
Forensic Clean-Ups: Our standard catch-up rates apply to blank or un-entered months. If your software history contains existing entry errors, balance mismatches, or duplicated data requiring manual corrections, an investigative clean-up rate of $100 per hour will apply.
Onboarding & Policies
Client Onboarding Process
Before services begin, all new clients will complete the following onboarding steps:
1. Contact Questionnaire & Consultation-
Clients begin by completing our contact questionnaire and scheduling a consultation so we can understand your bookkeeping needs and ensure we’re the right fit to support your business.
2. Review of Existing Books-
We will review your current QuickBooks Online file and bookkeeping structure to assess:
Current condition of books
Cleanup or catch-up needs
Account structure and reconciliations
Monthly transaction volume
Required services and pricing
3. Service Agreement-
All services are finalized through a service agreement outlining:
Scope of work
Monthly and/ or project pricing
Billing terms
Client responsibilities
Service expectations
Work will not begin until the service agreement has been signed.
Payment Policy:
Monthly Bookkeeping Services-
All recurring bookkeeping services are billed automatically on a monthly basis through secure online payment.
Monthly plans are billed in advance to maintain uninterrupted service.
Catch-Up Projects-
Book catch-up services are quoted at a flat fee based on the complexity and condition of the books reviewed during onboarding.
Large cleanup projects may require:
A deposit prior to work beginning
Progress payments for extended projects
*Payment Terms
Payments are due on the scheduled billing date listed in the service agreement.
Late or failed payments may result in paused services until the account is brought current.
Clients are responsible for maintaining a valid payment method on file for recurring monthly services.
Client Responsibilities-
Clients agree to:
Provide timely access to requested financial documents and accounts
Respond to bookkeeping questions or requests promptly
Maintain active QuickBooks Online subscription
Review financial reports provided each month
Delays in receiving information may affect turnaround times and reporting accuracy.
Confidentiality-
All client financial information is handled confidentially and used solely for bookkeeping and financial organization purposes.
COMPANY POLICIES
Bank Feed & Software:
All monthly bookkeeping tiers require that income and expenses flow directly through active, automated bank feeds or supported direct integrations inside QuickBooks Online. We do not manually input data from unintegrated third-party apps, custom CRMs, or external billing systems. If your business operations require custom app data entry that cannot be linked automatically to your accounting ledger, we will respectfully decline or sunset the engagement. Clients must maintain their own active accounting software subscription (QuickBooks Online) at the tier level required to support their business features.
Tax Season & CPA:
Our services focus strictly on monthly management and operational bookkeeping. We provide you with clean, tax-ready financial statements at year-end for you to hand off to your CPA. We do not coordinate directly with third-party tax accountants, handle tax filing, or input year-end CPA adjusting journal entries. However, clients are fully encouraged to invite their CPA directly into their software as an "Accountant User" so their tax team can pull records and input tax adjustments seamlessly.
Cancellation Policy:
Either party may terminate ongoing monthly bookkeeping services according to the notice period outlined in the service agreement.
Any completed work or outstanding balances remain payable upon cancellation.
Questions?
If you have any questions regarding onboarding, billing, or service expectations, please contact us.
Our goal is to provide organized, reliable bookkeeping with clear communication and transparent service expectations.