Pricing & Packages
At Coastal Numbers, we believe financial support should be as calming as a morning at the shore. We build custom-tailored packages following a personal consultation to ensure you only pay for exactly what your stage of business needs—no surprise fees, just boutique care.
Expert Bookkeeping With Southern Warmth
Transparent Packages for Every Stage of Growth
Coastal Numbers offers clear, transparent pricing aligned to each business. We take the guesswork out of bookkeeping so you can lead with confidence.
Monthly Bookkeeping
Starts at $350/mo
Ongoing support for your daily transactions and monthly reconciliations, keeping your financial pulse steady and accurate.
Final pricing is customized based on your business volume and complexity after our initial consultation.
QBO Cleanup
Starts at $1,200
A deep dive into your historical data to ensure your books are accurate, compliant, and tax-ready for total peace of mind.
Payroll Support
Starts at $150/mo
Seamless administration for your team, including direct deposits, state-compliant filings, and automated W2 processing.
VALUE
The ROI of Clarity
Investing in professional bookkeeping is about more than just staying compliant. It provides you with a clear roadmap of your business’s health, identifying hidden leakages and spotlighting growth opportunities before they are missed.
Our artisanal approach ensures that every transaction is categorized with precision, saving you dozens of hours each month. This reclaimed time allows you to refocus on high-impact activities—like serving your clients and nurturing your brand vision.
Beyond the numbers, you gain the peace of mind that comes from knowing exactly where you stand. With non-judgmental support and expert oversight, you can sleep soundly knowing your payroll, state filings, and reconciliations are handled with care.
Common Money Questions
What’s included in a typical monthly package?
While every partnership is tailored, most packages include daily transaction categorization, bank and credit card reconciliations, and clearly explained monthly financial statements for a full view of your health.
Is there a minimum monthly commitment?
To build a solid financial foundation and provide meaningful insights, we typically start with a 3-month initial engagement. This allows us to refine your workflow and ensure long-term stability.
Do you offer one-time clean-up services?
Absolutely. We specialize in 'Get Current' projects for businesses that may have fallen behind. We’ll organize your backlogged data and reconcile every month to get you ready for tax season or growth. Please schedule a consult for final pricing and a books diagnosis.
What happens if my business grows significantly?
Our fixed-fee pricing is reviewed quarterly or semi-annually. As your transaction volume or complexity changes, we’ll consult with you to adjust your package accordingly—always with full transparency.
Questions & Clarity
How do you determine your monthly fees?
We evaluate your transaction volume, account complexity, and specific reporting needs during our initial consultation to create a transparent, flat-rate agreement that fits your unique business rhythm.
Is there a setup fee for new clients?
Yes, we typically include a one-time non refundable onboarding fee of $500. This covers the artisanal deep dive into your historical books and current software settings, ensuring your transition into our boutique workflow is seamless and accurate. We help connect your bank accounts and import transactions along with reconciling your bank accounts, loans, and lines of credits and organizing your books based on our Chart of Accounts so that your financials will be properly mapped and easy to read each month when you receive your monthly financials. We catch up your books to the current reporting month and process all outstanding transactions.
Can I adjust my package as my business grows?
Absolutely. We review volume and complexity quarterly. If your business evolves, we provide clear communication on any necessary pricing adjustments so your support always stays perfectly aligned with your needs.
Do you offer catch-up or cleanup services?
We certainly do. Many clients join us with a backlog of reconciliations. We offer one-time cleanup projects to restore clarity to your historical records before transitioning you to refined monthly maintenance.