First Place Financial Consultant
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Bookkeeping & Expenses

Reliable Bookkeeping Built for Tax-Ready Records

At First Place Financial Consulting, all bookkeeping services are performed using QuickBooks Online to ensure consistency, accuracy, and accessibility. Each service is structured to maintain organized financial records that remain fully tax-ready throughout the year, helping streamline both reporting and filing.

Pricing Tiers:

Community Support (SNAP Only)

$50 per monthly statement

  • One monthly bank statement

  • Basic categorization

  • One reconciled account

Essential Bookkeeping

$150 per month

  • Up to 2 accounts reconciled

  • Monthly categorization

  • Discounts:

Tax Client: $135

Quarterly: $135

Annual: $125

Growth Bookkeeping

$200 per month

  • Up to 4 accounts reconciled

  • Receipt organization

  • Discount on annual federal OR state filing

  • Discounts:

Tax Client: $180

Quarterly: $180

Annual: $165

Full-Service Bookkeeping

$350 per month

  • Hands‑off monthly bookkeeping

  • Compliance & correction review

  • Priority tax‑season scheduling

  • Discount on annual federal AND state filing

  • Discounts: 

Tax Client: $315

Quarterly: $315

Annual: $299

Add‑On Services:

  • Cleanup: $85/hr

  • QuickBooks Setup: $300

  • Expense Review: $125
Schedule a Bookkeeping Review Upload Expense Documents

Discount Policy

Discounts are available to qualifying clients under the following conditions:
  • Only one discount may be applied per client
  • Discounts may not be combined
  • Community Support Bookkeeping (SNAP tier) does not qualify for additional discounts

Introductory pricing subject to change. Pricing may vary based on transaction volume and complexity. QuickBooks Online is required for all bookkeeping services.