Services
CEO Management provides bookkeeping services designed to keep financial records accurate, organized, and up to date. Services are designed for growing service-based businesses that value consistency and financial clarity.
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Starting at $500/month for businesses with 300 transactions or fewer.
Monthly bookkeeping for businesses that need consistent, organized financial records. Financial activity is categorized, accounts are reconciled, and records are maintained so books remain tax-ready for your accountant.
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Starting at $1,200/month for businesses with 300 transactions or fewer.
More frequent bookkeeping support with weekly or biweekly review and reconciliation. Designed for businesses that want closer oversight and financial organization throughout the month.
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Pricing based on scope
For businesses that need financial records organized and brought up to date before ongoing bookkeeping can begin. Reset services prepare books for a clean transition into regular bookkeeping service.
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Additional services are available depending on your business needs.
Receipt & Document Management
Starting at $300/month
For businesses who want support in keeping receipts and documents easy-to-find.Remote clients upload documents via secure digital upload or email. Clients in the service area have the option for physical document pick-up & return.
Sales Tax Support
$75/month
Monthly reporting of sales totals to your accountant and recording of sales tax payments within QuickBooks Online.1099 Contractor Support
$200/month + $25 per contractor
Tracking and preparation support for businesses that pay independent contractors and require annual 1099 reporting.QuickBooks Online Setup / Transition
Pricing based on scope
For businesses transitioning to QuickBooks Online or setting up a new account during onboarding.
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Notary services are available for businesses and individuals requiring document notarization. Appointments may be scheduled based on availability, and mobile service may be available depending on location.
Pricing and travel arrangements are discussed based on the documents being notarized and the location of the appointment.
Transaction Volume
Starting pricing includes businesses with 300 transactions per month or fewer. Businesses with higher transaction volume may be priced accordingly.
Accounting Software
CEO Management provides bookkeeping services using QuickBooks Online.
Clients must have an active QuickBooks Online subscription for ongoing services. Click here to view current subscription options and pricing or see below for pricing as of March 2026.
There are hundreds of apps that integrate with QuickBooks Online. Click here to view QuickBooks Online app store.
Clients do not need to purchase the software independently. CEO Management can set up the QuickBooks Online account during onboarding and apply any available discounted pricing through the accountant dashboard.
Businesses currently using other accounting systems may transition to QuickBooks Online as part of onboarding.
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ProAdvisor preferred pricing is available, typically offering 30% off for clients.
As of March 2026, QuickBooks Online standard monthly pricing is shown below. Intuit frequently offers a "50% off for 3 months" promotion for new users. Additional fees apply for payroll and specialized services.
QuickBooks Online Core Plans (Monthly)
Simple Start ($38/mo): 1 user, income/expense tracking, invoicing, and basic reporting.
Essentials ($75/mo): Up to 3 users, includes time tracking, bill management, and multi-currency.
Plus ($115/mo): Up to 5 users, adds inventory tracking and project profitability.
Advanced ($275/mo): Up to 25 users, includes employee expense management, custom workflows, and advanced analytics.
QuickBooks Online Payroll Add-ons (Monthly)
Core: $50/mo + $6.50/employee.
Premium: $88/mo + $10/employee.
Elite: $134/mo + $12/employee.
Document Handling
CEO Management provides bookkeeping services primarily through secure remote systems.
Clients may provide financial documents needed for bookkeeping—such as bank statements or supporting records—through secure digital upload or email. These documents are reviewed as part of maintaining financial records within QuickBooks Online (QBO).
Clients remain responsible for retaining their own receipts and supporting documentation unless they choose the Receipt & Document Management add-on service.
What’s Not Included
The following services are not included in standard bookkeeping packages unless specifically agreed upon:
Accounts receivable management or collections
Accounts payable / bill payment services
Payroll processing
Income tax preparation or filing
Legal, financial, or tax advisory services
Extensive reconstruction of historical financial records outside agreed scope
Service Agreement
All bookkeeping services are provided under a written service agreement outlining scope of work, pricing, and responsibilities prior to the start of services.
