Structured Bookkeeping for Growing Businesses, Handled with Care and Consistency.
We understand that your financials aren't just numbers. They represent your hard work, your decisions, and your business. Our goal is to handle them with the same level of care and attention you would.
Our services are designed to deliver consistent monthly reconciliation, clear financial reporting, and defined expectations, without confusion or surprise charges.
Understanding transaction volume
We believe in setting clear expectations from the beginning, so you always know what to expect and how your service level is determined. Transaction volume is based on the number of individual entries flowing through your bank and credit card accounts each month.
This count reflects actual account activity and serves as the basis for determining the appropriate service level.
Items such as journal entries, payroll-related entries, and other adjustments are handled separately and are not included in the transaction count.
Service Tiers & Starting Pricing
Our pricing is built primarily around monthly transaction volume. Each tier includes full monthly bookkeeping services.
Core
Starting price
1–125 transactions/month
Reliable monthly bookkeeping support for businesses needing accurate records and clean financial organization.
- Transaction categorization and posting
- Account reconciliation
- Monthly Profit & Loss Statement and Balance Sheet
- Clarification support for bookkeeping questions
- Secure document handling
Plus
126–275 transactions/month
Designed for growing businesses that need stronger financial visibility, improved cash flow tracking, and dependable bookkeeping support as activity increases.
Everything included in the Core package, plus:
- Cash Flow Management (AP & AR support) for tracking incoming payments and outgoing bills with greater clarity
- Additional review of bookkeeping activity to maintain accuracy as transaction volume grows
- Monthly financial reporting with clearer insight into income, expenses, and overall business performance
- Ongoing support to answer questions and help you stay confident in your financial processes
Premium
276–450 transactions/month
Built for high-activity businesses that require the same dependable bookkeeping support across a larger volume of monthly financial transactions.
Everything included in the Plus package, with support for higher transaction activity to maintain:
- Accurate categorization across increased bookkeeping volume
- Reliable cash flow tracking for incoming and outgoing funds
- Consistent financial reporting as business activity expands
- Organized financial records to support operational stability
- Ongoing confidence in your bookkeeping processes as complexity grows
450+ transactions per month?
Custom pricing based on volume and complexity.
Schedule a call to discuss.
Example
A business averaging 200 monthly bank or credit card transactions with three billable accounts would typically fall into the Plus package, starting at $650 per month.
Final pricing is determined based on transaction volume, number of billable accounts, complexity of services, and optional add-on services. All scope and pricing details are formally documented in a written Engagement Addendum prior to the start of services. This ensures you're placed in the right service level from the start, so your books are handled accurately and consistently.
What's included in monthly bookkeeping
Every monthly engagement is handled with attention to detail and a commitment to accuracy. Services are performed according to the defined transaction threshold and included billable accounts outlined in your agreement.
Transaction categorization & posting
Reconciliation of approved billable accounts
Monthly Profit & Loss Statement
Monthly Balance Sheet
Ongoing support so you can ask questions and fully understand your financials
Secure document handling through client portal
Transaction Structure & Overage Policy
Our structure is designed to keep your service consistent, accurate, and sustainable as your business grows.
Defined monthly transaction threshold
Each tier includes a set number of transactions per month.
Courtesy buffer
A built-in buffer accommodates minor fluctuations in monthly volume without triggering immediate changes.
Transparent overage policy
If volume exceeds the threshold, overage policies are documented and applied consistently. No surprises.
Automatic tier adjustment
If transaction volume consistently exceeds the selected tier, services may be adjusted to reflect actual usage.
If transaction volume consistently exceeds the selected tier, services may be adjusted to reflect actual usage. This ensures accuracy, sustainability, and consistent service quality.
Optional add-on services
The following services may be added to any tier when applicable.
Additional Financial Reporting
Enhance your financial visibility with customized reports tailored to your business needs. Examples include cash flow statements, 12-month trailing P&L, budget vs. actual reports, and class or location-based reporting.
Up to 2 reports: $50/month
3 - 5 reports: $100/month
Financial Analysis & Insights
For business owners who want more than just numbers, this service helps you understand what your financials are actually telling you. This may include variance analysis, identification of key income and expense drivers, and trend analysis.
Starting at $150/month, depending on scope and level of detail requested.
Payroll Entry Support
Entry and reconciliation of payroll reports provided by your payroll service provider. So your records remain accurate and aligned with your payroll provider.
DBS does not process payroll or file payroll tax returns.
1099 Preparation Support
Helping you stay organized and prepared at year-end. Preparation and organization of contractor payment data for 1099 reporting, including vendor summaries and export-ready reports. Clients or their tax professional are responsible for final review, filing, and compliance.
Base fee plus per-contractor pricing applies.
Historical Cleanup Services
So you can move forward with clean, reliable financials. Correction and reconstruction of prior-period bookkeeping when records are incomplete or inaccurate.
Quoted separately and documented prior to commencement.
Cash Flow Management
Includes accounts payable and receivable support to help you stay on top of incoming and outgoing cash, maintain accurate records, and avoid surprises.
Starting at $200/month (based on volume).
Services not provided
To maintain clarity of scope, DBS does not:
While these services fall outside our scope, we're happy to coordinate with your CPA or tax professional to ensure everything works together smoothly.
A defined, professional approach
Dillard Business Solutions operates with:
Defined
service tiers
Written
agreements
Transparent
billing
Clear
expectations
Secure
communication
We prioritize steady, long-term client relationships built on accuracy, consistency, and trust. Our goal is not just to manage your books, but to support you with clarity and confidence as your business grows.
Ready to get started?
If you're ready for structured, reliable bookkeeping, and a partner who genuinely cares about your business, we'd be glad to connect.