Monthly bookkeeping for small businessesFrom $500/mo · QuickBooks Online
Bookkeeping, done for you.
Sumify keeps your QuickBooks Online categorized and reconciled, and a dedicated bookkeeper sends you a plain-English Profit & Loss every month. You get your evenings back.
Free 15-minute call, no obligation. You'll know which plan fits and what it costs before it ends.
Illustrative sample report.
Not real client data.
- PricingFlat rates from $500/mo
- DeliveryReports by business day 10
- QualityEvery month reviewed twice
- AccessNo passwords emailed
Why Sumify
You started a business, not a bookkeeping job. We take the books off your plate: categorized, reconciled, reviewed and explained in plain English, every month.
| Doing it yourself | With Sumify |
|---|---|
| Evenings and weekends spent categorizing transactions | Your evenings and weekends back |
| Months of unreconciled accounts you'd rather not open | Bank and card accounts reconciled every month |
| Guessing whether you're profitable | A Profit & Loss and Balance Sheet with a plain-English summary |
| A scramble every time your CPA asks for records | Clean, current books your CPA can work from |
What's included
Everything a monthly close needs. Nothing you have to learn.
A fully managed service from a dedicated bookkeeper, not software. We also tell you up front where our work stops.
Book a free callTransaction categorization
Every deposit, charge and payment sorted into the right category, so your reports make sense.
Bank & card reconciliation
Your bank and credit card accounts matched to their statements, so the balances in your books are right.
Monthly financial statements
A Profit & Loss and Balance Sheet with a short plain-English summary, within 10 business days of month-end.
A dedicated contact
One person who knows your business, answers your questions and sends your reports.
A second review
Every month's work is checked a second time before anything reaches you.
AR/AP tracking & check-ins Standard & Growth
Basic tracking of what customers owe you and what you owe vendors, plus a monthly check-in call.
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 close your books every month.
- 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.
- 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.
- Every month
Close and deliver
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.
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.
-
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
-
Standard
Adds AR/AP + check-insFor 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
-
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
Add-ons
Only if you need them. All plans: reports delivered within 10 business days of month-end. Accounts means the bank and credit card accounts we reconcile each month.
| 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
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.
Still have a question? Ask it on the call, or email [email protected].
Book a free callWhat 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 started
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 [email protected].
To get an exact price on the call, it helps to know
- 01Whether you use QuickBooks Online today
- 02Roughly how many transactions you have each month
- 03How many bank and card accounts you have, and whether your books are up to date