Pricing
The price is on this page
Most bookkeeping practices quote after a sales process. We publish. The tiers below are real, and the monthly standard is identical at every tier.
Entry
$1,000/mo
Firms of 2–3 attorneys with straightforward trust activity
- Monthly close by a fixed business day
- Three-way IOLTA reconciliation every month
- Plain-English monthly report
- One trust account, one operating account
- QuickBooks Online as system of record
Core
$1,400/mo
Firms of 4–6 attorneys, or higher trust volume
- Everything in Entry
- Higher transaction volume across trust and operating
- Matter-level client ledger detail maintained monthly
- Coordination with Clio or LeanLaw records
- Priority response window on trust questions
Plus
$1,800/mo
Firms of 7–10 attorneys, or multiple trust accounts
- Everything in Core
- Multiple trust accounts reconciled monthly
- The highest-volume close calendar we run
- Priority slot in the monthly close calendar
- Quarterly controls check-in
Flat monthly fee. Every reconciliation reviewed and signed by Josh Hsu.
Cleanup & catch-up
$800–$5,000
Fixed quote before work begins. The quote is built from three things: how many months behind, how many trust accounts, and how much commingling there is to untangle. Never by the hour.
Trust readiness & advisory
$1,500–$3,000
One-time, fixed-scope projects: readiness assessments, controls design, exam-readiness preparation, including the CTAPP-Readiness Assessment for California firms.
How pricing works
Three questions, answered
Start with a readiness call
Thirty minutes: where your trust records stand, which tier fits, and a straight answer on whether we are the right operator.