One flat number. Written before work begins.
Each tier is a flat monthly retainer — Basic $350, Plus $650, Comprehensive $1,250 — confirmed in writing before any work begins, with no hourly meter running in the background. Pick the scope that fits the books; the price moves with the tier, not with the minutes.
Fixed price
Quoted in writing before any work begins — the number you see is the number you pay.
Same number every month
Volume and scope change the tier, not the bill — no quarter-end reset to chase.
No hourly meter
Reconciliation, anomaly review, and the close take as long as they take — same retainer.
The three tiers
Three flat retainers — pick the scope, not the meter.
Basic covers reconciliation, categorization, and the monthly close. Plus adds anomaly review and a quarterly call. Comprehensive layers controller-level reporting on top and substitutes a monthly strategy call for the quarterly one. Each step up is documented in the same writing — no hourly bill.
- Basic
Reconciliation, categorization, and a clean monthly close — the floor of the practice.
$350/month
Flat monthly retainer · no hourly meter
- Up to 2 linked bank, credit, or payments accounts
- Up to 150 transactions / month
- AI coding + clean monthly close
- Bank/credit reconciliation inside your existing software
- One short email Q&A per month
- PlusMost picked
Adds anomaly review and a quarterly call to the Basic close.
$650/month
Flat monthly retainer · no hourly meter
- Up to 6 linked accounts
- Up to 750 transactions / month
- Everything in Basic, plus:
- Anomaly review with a plain-English variance note per cycle
- Quarterly review call
- Vendor & 1099 readiness check
- Comprehensive
Adds controller-level reporting and a monthly strategy call to the Plus scope.
$1,250/month
Flat monthly retainer · no hourly meter
- Unlimited accounts (within reason)
- Up to 2,500 transactions / month
- Everything in Plus, plus:
- Mid-month check-in + end-of-month close
- Cash-flow forecast refresh + tax-prep handoff
- Monthly strategy call with the practice lead
Trades contractors
Trades add-ons, stacked on top of any tier.
For plumbing, HVAC, and electrical contractors we layer job costing, labor-burden tracking, 1099 tracking and WIP schedules onto whichever tier you are on. The base retainer is what you are already paying; the trades layer is a small uplift we confirm in the quote.
A trades layer that stacks on top of whatever Basic / Plus / Comprehensive tier you are already on. The base retainer is what you are already paying; the trades layer adds job costing and the trades-software integration work.
From a small uplift/month
Trades add-ons are quoted in writing once we see the volume of jobs, the trades platforms you run, and the scope of the shop.
Job costing by project
Every transaction tagged to a job — labor, materials, margin — so the monthly close shows profit per job, not just profit per month.
Labor burden tracking
Payroll taxes, benefits, and workers' comp allocated to the right job and the right cost code, then surfaced on the same monthly summary.
1099 tracking & year-end
Vendor 1099 readiness built into the close, with year-end preparation handled by the same reviewer so nothing slips into filing season.
WIP schedules
Work-in-progress schedules refreshed each cycle so long jobs, change orders, and retention are visible before the month closes — not at year-end.
The full trades scope runs on the trades landing page — job costing, payroll, and the ServiceTitan / Housecall Pro / Jobber integration are covered there.
Pricing FAQ
Five pricing questions, answered plainly.
Flat-fee mechanics, what changes between tiers, the trades add-on lift, and how cancellation / tier swaps work. If yours isn’t here, write to us — replies come from a person, not a queue.
Get my monthly price
Send four answers, get a flat monthly price back.
What software you run, roughly how many transactions a month, and a desired start month. We come back within one business day with a flat tier — and a one-page scope you can sign.
flat-fee-bookkeeping@polsia.app · replied to within one business day