Information
At Cherry Financial Services, we understand that every business and individual has unique financial needs. That's why we offer a range of bookkeeping packages and service levels designed to provide tailored solutions. Explore our pricing and discover how we can contribute to your financial success.
Our Pricing
We offer transparent and competitive pricing to support your financial journey. Whether you're a freelancer, small business owner, or individual seeking financial structure, we have a solution for you.
| Bookkeeping Packages | Price | Description |
|---|---|---|
| Starter Package – “Get Me Organized” | $65–$95 | Best for new freelancers, gig workers, or individuals starting a side hustle. Includes QuickBooks or Wave setup, basic chart of accounts, 1 month of transaction entry, custom monthly budget or personal financial plan, and a 30-min strategy call. |
| Standard Monthly Bookkeeping – “Keep Me On Track” | $175–$275/month | Best for small business owners needing monthly financial management. Includes transaction categorization & reconciliation, monthly reports (P&L, balance sheet), email support + one 15-min check-in/month. |
| Clean-Up/Catch-Up Package – “Fix My Books” | $195–$675 (based on months & complexity) | Best for clients behind 3–12 months. Includes review + reconciliation of past transactions, clean-up of chart of accounts, and year-end summary report. |
Additional Fees
| Tax & Training Packages | Price | Description |
|---|---|---|
| Tax Prep Package – “File With Confidence” |
$75+ (Individual) $150+ (Self-employed / Schedule C) $225+ (Small business / LLC) |
Best for individuals or small business owners. Includes personal return (W-2s, 1099s, etc.), IRS e-filing, optional prior-year return review, and a document checklist. |
| One-on-One Coaching | $50–$80/hour | Best for DIY business owners. Includes a 60-minute Zoom or in-person session, training in QuickBooks, Wave, or Excel, and custom tracking templates or guides. |
| Budget Building Package – “Help Me Manage My Money” | $30–$60 | Best for families or individuals needing structure. Includes a custom monthly budget, printable + Excel versions, and optional 15-min walkthrough. |
Pricing Structure
| Fee Type | Price | Description |
|---|---|---|
| Initial Setup Fee (if needed) | $50-$100 | For new monthly bookkeeping clients. Covers chart of accounts setup, software integration, and onboarding time. |
| Catch-Up or Clean-Up Fee | $60/hour or $50/month | If client books are more than 1-2 months behind. Charged hourly or per month of cleanup. |
| Software Subscription (Client Responsibility) | QuickBooks Online starts around $30/month | Clients pay directly for QuickBooks Online, Wave (free), or other platforms. |
| Late Document Submission Fee (Optional) | $25-$50 | If documents are submitted after the agreed deadline and cause delays. |
| Expedited Service / Rush Fee | +25%-50% of the base price | For last-minute tax filing, financial reports, or urgent clean-up. |
| Additional Revisions or Changes | $25-$50/hour or per change | If clients request multiple changes outside the agreed scope (after 1 free revision). |
| Paper Filing or Printing Fees (if applicable) | $10-$25 flat fee | If you offer mailed documents or printed copies. |
Our pricing structure is designed to be transparent and flexible. Here's a general overview of how we charge for different services:
- Tax prep: Per project
- Bookkeeping (monthly): Monthly retainer
- Budget plans: Per project
- QuickBooks training: Hourly
- Cleanup services: Hourly or fixed
- Business setup packages: Project-based
Get a free consultation
Discover affordable and flexible bookkeeping solutions tailored to your needs. Cherry Financial Services offers transparent pricing with no hidden fees. See why families and businesses trust us!
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