Done-for-you bookkeeping for small businesses
Your bookkeeping, completely taken care of.
Stop doing your own books, or wondering whether they're right. We keep your QuickBooks Online categorized and reconciled, and a person you know sends you a plain-English Profit & Loss every month.
- Flat monthly plans from $500/month
- Reconciled accounts and monthly financial statements
- One dedicated contact who knows your business
- Done in your own QuickBooks Online account
No obligation. You'll know which plan fits and what it costs before the call ends.
Sample report. Figures are illustrative.
- Flat monthly ratesPublished plans from $500/month
- One dedicated contactFrom your first call through every report
- Reviewed twiceChecked again before it reaches you
- No passwords emailedYou invite us to QuickBooks as your accountant
Sound familiar?
You started a business, not a bookkeeping job.
Doing your own books takes time you don't have, and it's easy to fall behind. Here's what changes when someone else owns them.
Today Doing it yourself
- Evenings and weekends spent categorizing transactions
- Months of unreconciled accounts you'd rather not open
- Guessing whether you're profitable instead of knowing
- A scramble every time your CPA asks for records
With Sumify Handled for you
- Your evenings and weekends back
- Bank and card accounts reconciled every month, not once a year
- A Profit & Loss and Balance Sheet, with a plain-English summary
- Clean, current books your CPA can work from at tax time
What's included
What Sumify handles every month
A fully managed bookkeeping service, not software you have to learn. We also tell you up front where our work stops.
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Transaction categorization
Every deposit, charge and payment sorted into the right category, so your reports make sense.
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Bank & card reconciliation
Your bank and credit card accounts matched to their statements, so the balances in your books are right.
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Monthly financial statements
A Profit & Loss and Balance Sheet with a short plain-English summary, within 10 business days of month-end.
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A dedicated contact
One person who knows your business, answers your questions and sends your reports.
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A second review
Every month's work is checked a second time before anything reaches you.
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AR/AP tracking & check-ins
Basic tracking of what customers owe you and what you owe vendors, plus a monthly check-in call.
Standard & Growth plans
Not included
- Tax preparation or filing
- Running payroll or filing payroll taxes
- Financial advisory or CFO services
- Bookkeeping on software other than QuickBooks Online
Your CPA or tax preparer works from the books we keep. Clean monthly records make their year-end faster.
How it works
You connect QuickBooks once. We handle every month.
No long onboarding project and no new software to learn.
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Today
Book a free 15-minute call
We ask how you handle your books today and confirm your monthly volume. You get an exact price, with no pressure to decide on the call.
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Onboarding
Connect
You invite us to QuickBooks Online as your accountant. We review your chart of accounts and set up your monthly workflow. Behind on your books? We catch you up first.
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Every month
Close and deliver, every month
We categorize, reconcile and review. Then your contact sends your Profit & Loss and Balance Sheet within 10 business days of month-end.
Exact price before the call ends. No pressure to decide.
Transparent pricing
Flat monthly rates. No surprises.
Three plans, based on how many transactions and accounts you have each month. We'll confirm the right one on your call.
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Starter
For owners with straightforward books and a couple of accounts.
$500/ month- Transactions
- Up to 150/mo
- Accounts
- Up to 2
- Transaction categorization
- Bank & card reconciliation
- Monthly Profit & Loss and Balance Sheet
- Dedicated contact
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Adds AR/AP + check-ins
Standard
For growing businesses that invoice customers and pay vendors.
$750/ month- Transactions
- Up to 300/mo
- Accounts
- Up to 4
- Everything in Starter, plus:
- Basic AR/AP tracking
- Monthly 15-minute check-in call
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Growth
For higher-volume businesses that want more time with their bookkeeper.
$1,500/ month- Transactions
- Up to 750/mo
- Accounts
- Up to 8
- Everything in Starter, plus:
- Basic AR/AP tracking
- Monthly 30-minute check-in call
All plans: reports delivered within 10 business days of month-end. Accounts means the bank and credit card accounts we reconcile each month.
Add-ons
Only if you need them.
| Add-on | Price |
|---|---|
| Extra transactions, per 100 over limit | +$75/mo |
| Additional bank or credit card account | +$25/mo each |
| Payroll support | +$15/mo per employee |
| QuickBooks Online setup | $300–$500 |
Catch-up & cleanup bookkeeping
Behind on your books? We'll bring them current first.
Being behind is common. We quote a flat one-time cleanup fee based on how far behind you are and the condition of your records, then move you into monthly service once you're current.
| Months behind | Typical fee |
|---|---|
| 1–3 months | $300–$600 |
| 3–6 months | $600–$1,200 |
| 6–12 months | $1,200–$2,500 |
| 1–2 years | $2,500–$5,000 |
| 2+ years or no books yet | $5,000+ |
One-time flat fee, quoted before any work starts.
FAQ
Before you book
What exactly do you do each month?
We categorize your transactions, reconcile your bank and credit card accounts, review the work a second time, and send your Profit & Loss and Balance Sheet with a plain-English summary within 10 business days of month-end. Standard and Growth add basic AR/AP tracking and a monthly check-in call.
Do I need to already use QuickBooks Online?
We work in QuickBooks Online, on your own subscription. If you're on something else or starting from spreadsheets, we can set up QuickBooks Online for you for a one-time $300–$500.
What if my books are months behind?
That's common. We quote a flat one-time cleanup fee based on how far behind you are and the condition of your records, then move you into monthly service once you're current. More on catch-up bookkeeping.
Who will I actually talk to?
One dedicated contact, from your first call through every monthly report. They know your business, answer your questions, and send your reports. Other people do the production work behind them, so your books keep moving if someone is out.
What access do you need to my accounts?
You invite us to your QuickBooks Online file as your accountant, and we work from your connected bank and card feeds. You never email passwords.
What happens if I go over my transaction limit?
Extra transactions are +$75 a month per 100 over your plan limit. If you go over regularly, we'll suggest the plan that fits.
Do you file taxes or run payroll?
No. We keep your books accurate and current, and your CPA or tax preparer uses them at tax time. If you don't have one, we can talk about what to look for. Payroll support is available as an add-on (+$15/month per employee), but we don't run payroll or file payroll taxes.
What happens after the call?
If you want to go ahead, you get a short engagement letter to sign and a link to set up payment. Then we walk you through giving us access to QuickBooks Online.
Get bookkeeping off your plate this month.
Book a free 15-minute call. We'll tell you which plan fits and what it costs before the call ends.
Book a free 15-minute callPrefer email? Write to info@getsumify.com.
To get an exact price on the call, it helps to know:
- Whether you use QuickBooks Online today
- Roughly how many transactions you have each month
- How many bank and credit card accounts you have, and whether your books are up to date