What’s Included in a Bundled Bookkeeping, Tax, and Payroll Plan (and What It Costs)

If you read the last post on why it makes sense to combine bookkeeping, tax preparation, and payroll under one firm and one monthly fee, the next question is usually: what am I actually paying for, and roughly what does it cost? Here’s a straightforward breakdown.

What’s Included Each Month

Bookkeeping Your transactions are categorized and your bank and credit card accounts are reconciled on a regular schedule, not once a year in a panic. You get a monthly profit and loss statement and balance sheet, plus a standing point of contact for questions about the numbers as they come up, rather than waiting for tax season to find out something was off in March.

Payroll Payroll runs are processed on schedule, whether that’s weekly, biweekly, or semi-monthly. Payroll tax deposits and filings are handled on time, W-2s and 1099s are prepared at year-end, and any contractor payments are tracked throughout the year so nothing gets missed when 1099 season arrives in January.

Tax Preparation Because your books and payroll are already clean and current, your business and personal tax returns are prepared from numbers that are already accurate, not rebuilt from scratch every spring. This also includes periodic tax planning check-ins during the year, so decisions that affect your tax bill get made before December 31, not after.

What It Costs

Pricing depends mostly on transaction volume, number of employees, and how complex your entity structure is. Here’s a general range by business size, billed monthly:

These are typical ranges, not a fixed menu. A business with high transaction volume but few employees, or a more complex entity structure (multiple owners, multiple states, an S-corp election), can move a business into a higher range even if headcount is small. The best way to know where your business lands is a quick conversation about your current setup.

Why the Total Matters, Even Though You’re Billed Monthly

Looking at the annual total is useful because it’s the number you’d naturally compare against paying three separate providers individually, a standalone bookkeeper, a payroll service, and a tax preparer, each billing on their own schedule with their own minimums. Once you add those up separately, a bundled monthly fee is often close to, or less than, what you’d already be spending, with the added benefit of one team working from one set of numbers all year.

Curious What This Would Look Like for Your Business?

If you want to see where your business would actually fall in this range, I’m happy to walk through your current setup and give you a real number, not just an estimate. Reach out at and schedule an appointment through the link at the top of the page, email, call or text.