At I DO TAX Accountants, we understand that bookkeeping requirements vary significantly between businesses. While transaction volumes are an important indicator of workload, the complexity of your records, number of financial accounts, payroll obligations and reconciliation requirements also impact the level of support required to provide the Core Services.
To ensure fair and transparent pricing, we use a bookkeeping assessment process to determine the most suitable package for your business.
How We Determine Your Package
Our pricing model works in two steps:
Step 1 – Transaction Volume Determines Your Starting Package
| Monthly Transactions | Package | Monthly Fee |
|---|---|---|
| 0-100 | Essentials | $300 |
| 101-200 | Standard | $550 |
| 201-400 | Growth | $880 |
| 401-600 | Plus | $1,320 |
| 601+ | Enterprise | From $1,980 |
Step 2 – Complexity Determines Upgrades
The following factors may result in a higher package recommendation:
- Multiple bank accounts, credit cards or payment platforms
- Accounts not connected to Xero
- Payroll reconciliations
- Customer invoices managed through Xero
- Supplier bills managed through Xero
- Director loan or drawings accounts
- Business expenses paid using personal accounts
- Multiple people coding transactions
- Bookkeeping records requiring correction or reconstruction
- Catch-up bookkeeping requirements
This approach helps ensure that businesses with complex bookkeeping needs receive the appropriate level of support while businesses with simpler requirements are not overcharged.
Essentials $330 per month
Suitable for businesses with straightforward bookkeeping requirements.
Typical characteristics
- Up to 100 transactions per month
- One financial account
- No employees
- Minimal reconciliation requirements
- Bank feeds connected to Xero
Includes
- Transaction coding
- Bank reconciliations
- GST review
- General ledger review
- Accountant-ready records
Standard $550 per month
Suitable for businesses with moderate bookkeeping activity.
Typical characteristics
- 100 to 200 transactions per month
- Up to 2 financial accounts
- Basic bookkeeping support
- Limited payroll or reconciliation requirements
Includes
- Everything in Essentials
- Additional account reconciliations
- Enhanced bookkeeping review procedures
Growth $880 per month
Suitable for growing businesses with employee and reconciliation requirements.
Typical characteristics
- 200 to 400 transactions per month
- Employee-related reconciliations
- Customer invoicing
- Supplier bill management
- Director drawings monitoring
Includes
- Everything in Standard
- Accounts receivable reconciliation
- Accounts payable reconciliation
- Payroll-related balance sheet reconciliations
- Director loan monitoring
Plus $1,320 per month
Suitable for businesses requiring comprehensive bookkeeping support.
Typical characteristics
- 400 to 600 transactions per month
- Multiple financial accounts
- Payroll complexities
- Director drawings and reimbursements
- Debtor and creditor management
Includes
- Everything in Growth
- Multiple account reconciliations
- Comprehensive bookkeeping reviews
- Month-end review procedures
Enterprise From $1,980 per month
Suitable for larger businesses or businesses requiring customised bookkeeping support.
Typical characteristics
- More than 600 transactions per month
- Multiple entities
- Several financial accounts
- Complex payroll requirements
- Significant accounts receivable and accounts payable management
Pricing and Inclusions
A tailored fixed-fee proposal will be provided based on the business’s bookkeeping requirements and level of complexity.
Additional Bookkeeping Services
| Service | Fee |
|---|---|
| Additional Bank or Credit Card Account | $66/month |
| Director Loan Reconciliation | $110/month |
| Accounts Receivable Management | $110/month |
| Accounts Payable Management | $110/month |
| Employee Reimbursement Monitoring | $66/month |
| FBT Monitoring | $110/month |
| Catch-Up Bookkeeping | $99/hour |
| Payroll Processing | $99/hour |
| New Employee Setup | $70 each |
| Bookkeeping Training | $385/hour |
Not Sure Which Package Is Right For You?
Complete our complimentary Bookkeeping Assessment Questionnaire and our team will recommend the most appropriate package based on your transaction volume, business structure and bookkeeping complexity.
Transparent fixed-fee pricing. No surprises. No lock-in bookkeeping contracts.