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Pricing

for Your SaaS Bookkeeping & Taxes

“What’s this going to cost?”

It depends. You probably saw that answer coming, as no two SaaS companies are the same.

Top 10 Factors that Impact SaaS Bookkeeping Pricing

1. Revenue Factors

Sales transaction volume, annual vs monthly billing, revenue apps used (such as Maxio or Chargebee), deferred revenue tracking and maintenance.

2. Expense Factors

Expense transaction volume, expense apps used (such as Ramp, Brex or Expensify).

3. Account Factors

Number of bank accounts, credit card accounts, and loan accounts. Ease of access and APIs available.

4. Complexity Factors

Number of different accounts on your balance sheet and profit and loss statement (chart of accounts), tracking departmental costs separately, either inline or as classes, splitting transactions between accounts.

5. Multi-Company Factors

Consolidations, intercompany accounts.

6. Non-Operating Factors

Crypto holdings, investments in other companies, intangible assets.

7. Equity Factors

Number and frequency of investors, classes of stock and fundraising rounds, other equity instruments (such as stock options or restricted stock).

8. Scoping Factors

Just the books, or would you like help with accounts payable, income taxes, or sales taxes, too?

9. Timing Factors

How quickly do you need the books finalized each month? We offer a 30-day close and a 15-day close.

10. Responsiveness Factors

How much time do we spend chasing you down for information?

Actual Customer Pricing Examples

Here are some actual examples of customer prices to provide a sense of prices at various levels of scope, volume, and complexity.

$7.5m ARR SaaS Company $4,995/Month

Daily bookkeeping, weekly accounts payable, 15-day monthly close.

scope         
 0/5 
volume       
 0/5 
complexity
 0/5 

$3m ARR SaaS Company $4,495/Month

Daily bookkeeping, weekly AP, 15-day monthly close, income taxes for business and founder, sales taxes in multiple states

scope         
 0/5 
volume       
 0/5 
complexity
 0/5 

$5m ARR SaaS Company $3,495/Month

Daily bookkeeping, 30-day monthly close, income taxes for business.

scope         
 0/5 
volume       
 0/5 
complexity
 0/5 

$3m ARR SaaS Company $2,495/Month

Daily bookkeeping, 30-day monthly close.

scope         
 0/5 
volume       
 0/5 
complexity
 0/5 

$2m ARR SaaS Company $1,995/Month

Daily bookkeeping, weekly accounts payable, 30-day monthly close.

scope         
 0/5 
volume       
 0/5 
complexity
 0/5 

$2m ARR SaaS Company $1,495/Month

Daily bookkeeping, 30-day monthly close, income taxes for business.

scope         
 0/5 
volume       
 0/5 
complexity
 0/5 

Pre-Revenue SaaS Company $895/Month

Daily bookkeeping, 15-day monthly close, income taxes for business and founder.

scope         
 0/5 
volume       
 0/5 
complexity
 0/5 

Pre-Revenue SaaS Company $495/Month

Daily bookkeeping, 30-day monthly close.

scope         
 0/5 
volume       
 0/5 
complexity
 0/5 

$5m ARR SaaS Company $395/Month

Income taxes for business and founder.

scope         
 0/5 
volume       
 0/5 
complexity
 0/5 

$3m ARR SaaS Company $295/Month

Income taxes for business.

scope         
 0/5 
volume       
 0/5 
complexity
 0/5 
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