At Rooted Books, we provide dependable bookkeeping tailored to contractors, home service professionals, and growing small businesses.
Our monthly packages keep your financial records organized, with flexible services to support your changing needs.
All packages include transaction categorization, expense tracking, monthly account reconciliation, Profit & Loss and Balance Sheet reports, and email support.
Package limits vary. Additional services cost extra. QuickBooks subscriptions and historical cleanup are excluded.
Essential monthly bookkeeping for small businesses that need accurate, organized financial records.
Included Features:
Comprehensive monthly bookkeeping for growing businesses that need dependable financial records and reporting.
Included Features:
Expanded monthly bookkeeping for businesses that need greater transaction capacity, detailed financial reporting, and priority support.
Included Features:
Up to 20 vendor bills per month. Includes bill entry and categorization, due-date tracking, unpaid bill reporting, and preparing payments for your approval. You remain responsible for approving and making payments.
Up to 20 customer invoices per month. Includes creating and sending approved invoices, tracking outstanding balances, recording payments, A/R aging reports, and routine payment reminders with your approval.
Track revenue, expenses, and profitability for individual jobs or projects.
Up to 5 active jobs: $150/month
Up to 10 active jobs: $250/month
Up to 20 active jobs: $350/month
21+ jobs: Custom quote
Initial setup is billed separately. Available with ongoing Job Cost Tracking service.
Need more transactions than your monthly package includes? Add 50 transactions per month for $75.
Additional blocks can be added as your business grows, without requiring you to upgrade your entire bookkeeping package.
Need to reconcile more accounts than your monthly bookkeeping package includes?
Add bank or credit card account reconciliation for $25 per additional account, per month.
Monthly transaction limits still apply.
Every business has different bookkeeping needs. If your transaction volume, number of accounts, or project tracking requirements exceed our standard packages, contact us for a customized quote tailored to your business.
Behind on your bookkeeping? We'll help organize, correct, and reconcile your financial records.
Basic Cleanup - Starting at $650
Standard Cleanup - Starting at $1,500
Advanced Cleanup - Starting at $3,000
Pricing depends on the condition of your books, the number of accounts, and the amount of work required. A fixed quote is provided after reviewing your records.
Get your financial records organized and ready for your tax professional.
Existing Monthly Bookkeeping Clients — $199/year
Non-Monthly Clients — Starting at $399
Includes a year-end bookkeeping review, organized financial reports, and preparation of records for your tax professional.
Non-monthly pricing assumes current, reconciled books. Historical cleanup or corrections are quoted separately.
Tax preparation and tax advice are not included at this time.
Build a stronger foundation for tracking the profitability of individual jobs and projects.
Setup may include organizing job cost categories, configuring project tracking, and establishing a process for recording revenue and direct expenses.
Pricing depends on the complexity of your business and existing records.
Available exclusively to clients enrolled in our ongoing Job Cost Tracking service. One-time setup fees are quoted separately.
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