Bookkeeping

Monthly bookkeeping and catch-up for small businesses

Know what your monthly books cost, what the base plan covers, and how catch-up changes your first bill. Unfret offers recurring bookkeeping with an optional bundle for entity and owner tax returns.

Answer a few questions. Review your scope before you commit.

Published prices. Clear scope.

Books

$399/month

Monthly close, quarterly estimates, and a year-round dashboard. Covers 2 accounts and up to 200 transactions a month.

Check my scope →

Books + All Taxes

$649/month

The Books plan plus entity and owner tax returns. The same base account and transaction limits apply; your questionnaire confirms the full scope.

Check my scope →

What can change the price?

  • Each account beyond the two included adds $75/month.
  • The 200–500 transaction band adds $225/month; the 500–1,000 band adds $600/month. These are band charges, not per-transaction fees.
  • Catch-up costs $299 for each prior month, charged once with the first month. More than 6 prior months needs a scoping call.
  • More than four accounts, more than 1,000 transactions per month, or other complexity flagged by the questionnaire needs a call. Your exact plan is shown before you commit.

Illustrative pricing

Example: three months of catch-up with Books

Within the base account and transaction limits, three prior months cost 3 × $299 = $897 once. Add the first $399 month for $1,296 due initially, then $399/month. Other scoped add-ons change that total.

What to have ready

  • Bank and credit card statements for the period being reconciled.
  • Access to existing bookkeeping records, if you have them.
  • The number of accounts, approximate monthly transactions, and months behind.
  • Payroll or inventory records where relevant; these can affect the scope.

This is a starting checklist. Your dashboard identifies documents for your agreed scope. Please do not email tax documents.

Understand your catch-up cost and first bill →

Before you get started

Is catch-up an extra monthly subscription?

No. Catch-up is a one-time charge for prior months, paid with your first month of ongoing bookkeeping. The recurring fee covers the monthly plan and any recurring add-ons.

Are taxes included in the Books plan?

The Books plan includes monthly close, quarterly estimates, and dashboard access. Entity and owner tax returns are included in Books + All Taxes, not in the base Books plan.

When can bookkeeping start?

Bookkeeping starts year-round. Our published monthly-close target is the 10th. Catch-up and missing records must be scoped separately; the close target does not mean any backlog can be cleared by that date.

Can I get a price before sharing statements?

Yes. Start with the account count, transaction band, and months behind. The questionnaire shows an itemized plan or directs more complex work to a scoping call. Upload financial documents through the dashboard, not by email.