Disorganized bookkeeping and missed deductions can cost self-employed professionals and 1099 contractors thousands of dollars each year. Our monthly bookkeeping services are designed to keep your financial records clean, accurate, and tax-ready—without overwhelm.
All services are provided using QuickBooks Online and follow standard bookkeeping best practices.
How Pricing Works
Monthly pricing is based on:
- Number of bank accounts
- Number of credit cards
- Monthly transaction volume
- Overall business complexity
Each additional account or higher transaction volume requires more time and review.
All businesses are different, and final pricing may vary.
Bookkeeping Services
Starter Bookkeeping Package
For new or low-activity 1099 businesses
Starting at $149–$179 per month
Features
- Transaction categorization
- Up to 1 financial account (1 bank account OR 1 credit card)
- Up to 75 transactions per month
- Monthly reconciliation
- Monthly Profit & Loss report
- Email support
- Best for very small businesses or contractors just getting started.
Essential Bookkeeping Plan
For active independent professionals
Starting at $199–$249 per month
Features
- Transaction categorization
- Up to 2 financial accounts (example: 1 bank + 1 credit card)
- Up to 150 transactions per month
- Monthly reconciliations
- Monthly Profit & Loss report
- This is the most common plan for established 1099 contractors.
- QuickBooks Online support
Professional Bookkeeping Plan
For higher-volume or more complex businesses
Starting at $299–$349 per month
Features
- Transaction categorization
- Up to 3 financial accounts (any combination of bank accounts and credit cards)
- Up to 250 transactions per month
- Monthly reconciliations
- Profit & Loss and Balance Sheet reports
- Priority email support
- Designed for businesses with multiple cards, higher spending, or more activity.
Additional Accounts & Transactions
Features
- Additional bank account or credit card: $50 per month, each
- Businesses exceeding plan transaction limits may require a custom plan
Cleanup & Catch-Up Bookkeeping
If your books are behind, cleanup services are quoted separately and are not included in monthly plans.
Features
- Catch-Up Bookkeeping: $200–$300 per month of backlog
- Historical Cleanup (12+ months): Custom quote
One-Time Services
Features
- QuickBooks Online Setup: $250–$400 (one-time)
- Prior-period corrections or adjustments: Quoted as needed
***Pricing is based on transaction volume and complexity.
One-Time & Add-On Pricing
- QuickBooks Setup: $250–$400 (one-time)
- Catch-Up Bookkeeping: $200–$300 per month of backlog
- Additional Accounts/Cards: $50 each
- Historical Cleanup (12+ months): Custom quote
How It Works
Getting your bookkeeping handled shouldn’t be complicated—especially during busy catastrophe seasons.
Here’s exactly what to expect when you work with CS Bookkeeper.
Step 1: Get Started (Client Intake Form)
- Click the Get Started button and complete a short intake form.
- This helps me understand:
- The type of insurance adjusting work you do (catastrophe, daily, independent, staff)
- Your business structure (sole proprietor, LLC, etc.)
- Your current bookkeeping situation
What services you need (monthly bookkeeping, catch-up, cleanup, QuickBooks setup, tax-ready books)
⏱️ Takes about 5–10 minutes.
Step 2: Free Consultation (Calendly)
After submitting the form, you’ll be prompted to schedule a free consultation using my Calendly link.
During this call, we will:
- Review your current financial setup
- Discuss your income cycles and expenses as an adjuster
- Identify any bookkeeping issues or gaps
- Confirm which services are the best fit for you
- This call is no pressure and designed to make sure we’re a good match.
Step 3: Customized Service Proposal
- Based on your consultation, you’ll receive:
- A clear breakdown of recommended services
- Transparent monthly pricing
- A summary of what I’ll handle for you (and what you don’t have to worry about anymore)
- You’ll know exactly what you’re getting before moving forward.
Step 4: Agreement & Secure Onboarding
- Once you’re ready to move forward:
- You’ll sign a digital service agreement
- Complete a secure onboarding checklist
- Provide access to your financial accounts (bank feeds, existing QuickBooks, etc.)
- Everything is handled securely and electronically for convenience.
Step 5: QuickBooks Setup or Optimization
- If you already have QuickBooks:
- I’ll review your setup
- Clean up or optimize your chart of accounts
- Ensure it’s tailored for insurance adjusters
- If you don’t have QuickBooks:
- I’ll help you choose the correct plan
- You can purchase QuickBooks using my ProAdvisor link for 30% off
- I’ll handle the setup for you so it’s done right from the start
- If you prefer not to purchase immediately, we’ll discuss alternative options during your consultation.
Step 6: Ongoing Bookkeeping & Support
- Once onboarding is complete, I take it from there.
- You’ll receive:
- Monthly bookkeeping tailored to catastrophe adjusters
- Organized, accurate financials
- Reports that make sense
- Books that are tax-ready and CPA-friendly
- Ongoing support when questions come up
So you can focus on claims, deployments, and income, not spreadsheets.
Ready to Get Started?
Click the Get Started button to complete the intake form and schedule your free consultation.
Your books.
Done right.