Pricing:
Custom pricing based on your client portfolio.
We offer consistent monthly rates and cleanup packages tailored to your firm’s needs.
No onboarding fees. No surprises.
Cleanups & Catch-Up Work Ideal for clients who haven’t had consistent bookkeeping or need months of corrections before tax prep. Price Range: Basic Cleanup (1–2 months): $300–$600 Moderate Cleanup (3–6 months): $600–$1,200 Full Cleanup (6–12 months or high-volume): $1,200–$2,000+ Actual pricing depends on: Volume of transactions Number of connected accounts Level of correction required Reconstruction needs
Monthly White-Label Bookkeeping Consistent, accurate bookkeeping performed under your brand. Price Range (per client): Simple businesses: $250–$450/month Low volume, 1–3 accounts, no payroll management Standard small businesses: $450–$750/month Moderate volume, multiple accounts, AP/AR posting Complex/High-volume businesses: $750–$1,200+/month Inventory, job costing, multiple merchant systems, or large transaction volume
CPA Firm Portfolio Pricing For CPAs with a group of clients needing monthly support. Portfolio Range: 10–20 clients: $4,500–$9,000/month total 20+ clients: Custom pricing based on client volume.
Optional Add-On Support For CPAs wanting deeper support during tax season or quarterly reviews. Quarterly financial review memos: $150–$300 per client 1099 preparation: $15–$25 per form Special-project analysis: $75–$95/hour System setup for new entities: $200–$400
Want a custom quote for your client portfolio? We’ll review your needs and build a predictable monthly plan that fits your firm.
The Problem (Pain Points):
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Month-end cleanup eating your evenings
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Clients sending messy or late books
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Inconsistent quality from entry-level bookkeepers
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Overloaded staff and no time to train someone new
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Bookkeeping taking time away from profitable service lines
You don’t need to hire, manage, and train.
You need a reliable partner who makes you look good.
Our Solution: Premium Bookkeeping Under Your Brand:
FiscalFusion provides white-label bookkeeping designed specifically for CPA and tax firms.
We act as an extension of your team
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Full-service bookkeeping support handled under your firm’s name
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Clean, accurate financials ready for tax prep
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Consistent quality from experienced accountants
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Predictable pricing and seamless communication
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More bandwidth for tax planning, reviews, and advisory
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Financial data structured to support reporting, reviews, and advisory conversations.
You keep the client relationship.
We handle the books behind the scenes.
What's Included
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Cleanups & Catch-Up Work
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Monthly Bookkeeping
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AP & AR Management
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General Ledger Maintenance
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Financial Reporting
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Secure Data Handling
Why CPAs Choose FiscalFusion:
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CPA-led, accountant-run support
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White-label delivery under your firm’s name
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Review-ready financials, consistently delivered
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Scalable capacity without hiring or training
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Predictable workflows and communication
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Your client relationships stay with you
Want a custom quote for your client portfolio? We’ll review your needs and build a predictable monthly plan that fits your firm.