Simple, Transparent Pricing Designed for Your Business

At Adroit Bookkeeping & Tax LLC, you get accurate books, proactive support, and financial clarity — all with straightforward monthly pricing.

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Starter Package – Compliance Essentials

Perfect for new or low-volume businesses.
Starting at: $250–$400/month

Includes:

• Monthly bookkeeping (up to 75 transactions)
• Bank & credit card reconciliations (1–2 accounts)
• Categorization of income/expenses
• Monthly financial statements
• Email support
• Year-end tax-ready financials

Great For:
Sole proprietors, contractors, freelancers, and businesses under $150K revenue.

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Growth Package – Business Builder (Most Popular)

Ideal for growing businesses with regular transactions.
Starting at: $450–$700/month

Includes Everything in Starter, PLUS:

• Up to 200 transactions/month
• 3–5 bank/credit card accounts
• Accounts Receivable or Accounts Payable tracking
• Quarterly review call
• KPI dashboard (custom metrics)
• Quarterly estimated tax reminders
• Support with K-1s, capital gains, and Schedule 8949 data

Great For:
Small businesses with contractors, team members, or multiple accounts.

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Premium Package – CFO Support Suite

For businesses needing hands-on financial strategy.
Starting at: $900–$1,500/month

Includes Everything in Growth, PLUS:

• Unlimited transactions
• Full A/R + A/P management
• Class/Location tracking
• Monthly strategy meetings
• Cash-flow forecasting
• Budgeting & expense analysis
• Priority response time
• Audit support & documentation prep
• Investor-ready reporting

Great For:
Growing companies, multi-state operations, or businesses seeking ongoing financial guidance.

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Optional Add-Ons

Add extra value to any package:

• Cleanup/Catch-Up Services: $500–$2,000
• Payroll Coordination: $100–$250/month
• Sales Tax Filing: $50–$150 per filing
• 1099 Filing: $10–$25 per contractor
• QuickBooks Online Subscription: Discounted client rate