Client portal Prepare a bookkeeping review

Pricing & scope

A considered scope.
An agreed fee.

Explore current bookkeeping scope and approved bookkeeping fee information. Tax services remain in pre-launch, with no active tax package, fee, proposal, or engagement.

Explore the details
How a fee takes shape
  1. 01
    Understand

    Your situation and the records available

  2. 02
    Define

    Deliverables, boundaries, and responsibilities

  3. 03
    Agree

    The fee and scope before work begins

There is no universal package or automatic commitment. An individual proposal follows a review of the work.

What shapes bookkeeping scope

Price follows
the work.

Bookkeeping fees are discussed after reviewing your needs. Tax and combined selections receive only general planned-service information without asking for tax facts.

  1. 01

    The work involved

    Recurring bookkeeping and historical repairs are separate current scopes. Tax preparation and planning remain in pre-launch and have no Tallvera fee or package.

  2. 02

    The records behind it

    Account count, activity volume, missing periods, and record condition affect the work required. A review helps make those differences visible.

  3. 03

    The complexity to confirm

    Bookkeeping complexity is reviewed before work is agreed. A qualified tax professional should assess returns, jurisdictions, ownership, and specialist tax needs.

Scope combinations

A rhythm, a reset, or a connected handoff.

These approved starting prices are minimums, not fixed quotes. Final scope and fees depend on fit, records, volume, accounts, and complexity. Tax services and combined packages are not available during pre-launch.

Monthly books

Starting at $299 / month

For small businesses and self-employed owners whose books are current.

Explore this scope →
  • Categorize agreed bank and card activity
  • Reconcile the accounts in scope
  • Profit and loss, balance sheet and open-item summary

Account count, volume, close schedule and responsibilities are agreed. Historical repairs, payroll processing and tax returns are separate.

Catch up, then keep current

Starting at $500+

For missing months that need a defined recovery project before a recurring routine.

Explore this scope →
  • Inventory missing periods and records
  • Record and reconcile the agreed backlog
  • Document remaining questions and the monthly handoff

Catch-up and recurring work have distinct periods and fees. Existing errors may also need cleanup; no completion date is promised before review.

Cleanup

Starting at $500+

For records that exist but contain unreconciled balances, uncertain categories, or other visible errors.

Explore this scope →
  • Review the affected periods and accounts
  • Document and make agreed bookkeeping corrections
  • Provide the corrected P&L, balance sheet and open-item summary

Cleanup is scoped after a diagnostic review. It is not an audit, forensic examination, assurance service, or tax-return amendment.

Prepare a quote conversationInquiries and scheduling are not open. The outline stays on this page; nothing is sent or booked.

Scope estimator

Find a starting point.

This guide suggests a bookkeeping service and shows available bookkeeping starting fees. Tax selections receive generic planned-service information only.

What kind of support are you looking for?
Tell us about the books
Tax services are planned

Tallvera is not accepting tax engagements, tax documents, tax scope facts, or tax appointments. The result will provide only general educational information. Seek a qualified tax professional for current needs.

From suggestion to agreement

A bookkeeping recommendation does not confirm availability or suitability. Tax and combined results do not provide a tax fee, proposal, engagement, appointment, or request for tax facts.

Connected services

Explore current bookkeeping work before deciding.

Monthly bookkeepingReconciled accounts, organized transactions, and a clear monthly picture.Catch-up bookkeepingBring overdue months up to date, one account at a time.Books cleanupUntangle errors and start from numbers you can use.

Before we begin

A few useful answers.

Will this estimator give me a dollar quote?

It recommends a bookkeeping starting point and shows the approved starting fee. The final fee follows a review of fit, records, volume, accounts, and complexity. Tax selections receive only general planned-service information.

Is a combined bookkeeping and tax package available?

No. Tallvera offers bookkeeping scope information now. Tax services remain in pre-launch, so there is no active combined package, tax fee, proposal, or engagement.

What if my situation does not fit the choices?

The estimator is a guide, not a complete assessment. Review the service descriptions and bring the unusual parts of your situation to a scoping conversation.

Prefer to explore directly? Bookkeeping services · Learn about planned tax services

Tax services are in development. Tallvera is not accepting tax engagements, tax documents, or tax appointments. Tax information on this website is general education, not tax advice; seek a qualified tax professional for current needs.