Packages
Monthly bookkeeping packages built around how your business actually works
Your books should help you make decisions, not leave you guessing. Dunham Bookkeeping Services provides monthly bookkeeping, cleanup, and reporting support for therapy practices, nonprofits, and service-based small businesses.
The packages below are starting points. Your final quote depends on transaction volume, number of accounts, cleanup status, reporting needs, payroll, sales tax, A/R, A/P, and any specialty tracking your business requires.
Not sure where you fit? That’s normal. We’ll review your setup during a fit call and recommend the package that actually matches your business.
What monthly bookkeeping can include:
✅ Monthly transaction categorization and account reconciliations for scoped bank, credit card, loan, and payment accounts
✅ Monthly financial reports delivered in plain English
✅ Review of unusual activity, missing information, and bookkeeping issues before they snowball
✅ Optional support for A/R, A/P, payroll, sales tax, class tracking, nonprofit fund tracking, and custom reporting
✅ Cleanup and catch-up work quoted separately after review. New monthly clients may qualify for reduced cleanup pricing when cleanup is paired with ongoing bookkeeping.
Before you choose a package:
Monthly revenue is only one part of pricing. A business with fewer dollars but hundreds of transactions may need more support than a business with higher revenue and a simple monthly workflow. Your quote may also change based on the number of accounts, payment platforms, payroll activity, reporting needs, and whether cleanup is needed before monthly work can begin.
Starter Package
Starting at $125/month
Best for:
very small businesses with simple activity, clean records, and a low monthly transaction volume.
Includes:
Monthly transaction categorization
Monthly reconciliation for scoped accounts
Basic monthly financial reports
Email support for routine bookkeeping questions
Best fit examples:
Solo service providers
Very small therapy practices
New businesses with simple books
Side businesses ready to get organized
Not included unless quoted separately:
Cleanup or catch-up work
Payroll support
Sales tax filing
A/R or A/P management
Class tracking or job costing
Custom reporting
Bronze Package
Starting at $275/month
Best for:
small businesses with steady monthly activity that need consistent bookkeeping and standard monthly reports.
Includes:
Monthly transaction categorization
Monthly reconciliation for scoped bank, credit card, loan, and payment accounts
Standard profit and loss and balance sheet review
Monthly reports delivered in plain English
Routine bookkeeping questions by email
Best fit examples:
Growing therapy practices
Small nonprofits
Service businesses with consistent monthly activity
Businesses that want reliable monthly reporting without advisory-heavy support
Available when quoted:
Payroll support
Sales tax filing
A/R or A/P support
Nonprofit fund tracking
Payment platform reconciliation
Cleanup or catch-up work
Silver Package
Starting at $425/month
Best for:
businesses that need monthly bookkeeping plus more detailed reporting and owner-level insight.
Includes:
Everything in Bronze
Expanded monthly financial review
Profit and expense trend review
Cash flow visibility
Basic KPI or category tracking
Notes on unusual activity, missing information, and bookkeeping issues
Monthly reports with plain-English commentary
Best fit examples:
Therapy practices with multiple income streams
Nonprofits that need clearer reporting for leadership or board review
Service businesses watching profitability, payroll, or cash flow
Businesses that want more than standard financial statements
Available when quoted:
Class tracking
Location tracking
Program or fund reporting
Job costing
Payroll support
Sales tax filing
A/R or A/P support
Custom reporting
Gold Package
Starting at $575/month
Best for:
businesses with more complex activity, multiple reporting needs, or owners who want a deeper monthly financial review.
Includes:
Everything in Silver
Advanced monthly reporting review
Custom report structure based on your business
Cash flow and trend discussion points
Deeper review of revenue, expenses, and profitability
Quarterly business review call
Priority review of bookkeeping questions tied to reporting and planning
Best fit examples:
Multi-provider therapy practices
Nonprofits with board reporting needs
Service businesses with higher transaction volume or multiple revenue streams
Businesses that want bookkeeping plus regular financial conversations
Available when quoted:
Department, class, location, fund, or program tracking
More frequent reporting
Additional advisory calls
A/R or A/P workflows
Payroll allocation reporting
Budget vs. actual reporting
Cleanup or special projects
Final pricing depends on your actual bookkeeping setup.
Monthly revenue helps estimate the package level, but transaction volume, number of accounts, cleanup status, payroll, sales tax, reporting needs, and special tracking requirements all affect the final quote. Cleanup, catch-up work, tax preparation, and special projects are quoted separately unless included in your written agreement.
Available Add-Ons
Cleanup & Catch-Up Bookkeeping
For books that are behind, messy, unreconciled, duplicated, or not ready for tax preparation.Payroll Support
Help reviewing payroll reports, categorizing payroll activity, and keeping payroll-related bookkeeping organized.Sales Tax Support
Sales tax tracking, filing support, and review when sales tax applies to your business.Accounts Receivable Support
Invoice tracking, payment matching, customer balance review, and basic A/R cleanup.Accounts Payable Support
Bill tracking, vendor payment organization, and basic A/P review.Nonprofit Fund or Program Tracking
Support for restricted funds, unrestricted funds, grants, programs, or board reporting needs.Class, Location, or Department Tracking
Additional reporting setup for businesses that need financials separated by location, provider, program, project, or department.Custom Reporting
Reports built around what you actually need to see, like cash flow, profitability, revenue categories, or board-ready summaries.Tax Preparation
Individual, business, partnership, S-corp, and nonprofit tax preparation can be quoted separately when needed.
Add-ons are not automatically included in every package. If your business needs one of these services, I’ll include it clearly in your written quote so there are no surprises.
Not sure which package fits?
That’s completely normal. Most businesses don’t fit perfectly into a box, especially if cleanup, payroll, sales tax, payment platforms, or custom reporting are involved. During your fit call, we’ll talk through how your business works and I’ll recommend the package that makes the most sense.
Monthly bookkeeping starts after a signed agreement and completed onboarding. Cleanup, catch-up work, tax preparation, and special projects are quoted separately unless included in your written scope.