Services
Three services. Each one scoped, priced, and defined before work begins.
Quartile offers accounting engagements with a clear scope and a fixed price. No open-ended retainers, no vague deliverables — just defined work, done consistently.
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What's available
Each service addresses a specific accounting need. Some clients use one; some use a combination. The right fit depends on where your business is and what your books currently look like.
Pricing
$380 /month
Ongoing monthly engagement. Scope confirmed at onboarding. Billed consistently each month.
Suited for
Small businesses with annual revenues under $1M that need a consistent, reliable monthly accounting cycle without managing it internally.
Service 01
Small Business Monthly Accounting
A comprehensive monthly accounting service covering all routine financial record-keeping for small businesses. The cycle runs on schedule each month — you receive reconciled accounts and current financial statements without having to manage the process.
What's included
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Transaction categorization — all transactions classified consistently against the agreed chart of accounts
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Bank reconciliation — all bank and credit accounts reconciled monthly, discrepancies resolved
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Accounts receivable & payable tracking — current record of what's owed and what's outstanding
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Monthly financial statements — income statement, balance sheet, and cash flow statement, delivered each month
What to expect over time
In the first month, we establish the chart of accounts, review any prior-period entries, and confirm the working setup. From the second month forward, the cycle runs consistently — statements delivered, reconciliation done, nothing left pending.
Over time, the value is in the accumulation. Twelve months of consistently kept records produce a financial history that can be read, compared, and used — for tax prep, for business planning, or for any conversation that requires a clear picture of the business's financial position.
Pricing
$850 one-time
Fixed-fee engagement tied to a single fiscal year-end. Timing agreed at engagement start.
Suited for
Businesses with reasonably current books that need a complete, documented fiscal year-end close — adjusting entries, final statements, and a closing memo — before tax preparation begins.
Service 02
Year-End Closing & Adjustments
A focused engagement to close the books at fiscal year-end. The deliverable is a complete, accurate set of year-end financial records — adjustments made, statements finalized, and everything documented so your tax preparer can work from a clean starting point.
What's included
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Adjusting journal entries — review and posting of all necessary period-end adjustments
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Accrual calculations — income and expense accruals matched to the correct period
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Depreciation updates — fixed asset schedules updated and depreciation posted for the year
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Final financial statements — income statement, balance sheet, and cash flow prepared for the closed year
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Closing checklist and memo — documentation of all adjustments made, retained for future reference
How this fits with tax preparation
This service produces the records your tax preparer needs — it doesn't replace their role. A year-end close means your accountant or CPA starts from a complete, accurate set of books rather than having to reconstruct or adjust before they can do their own work.
When the closing engagement is scoped, we establish what state the books are in and whether any catch-up work is required before the close can proceed. That's assessed during the initial conversation.
Pricing
$1,500 one-time
Fixed-fee project engagement. Scope confirmed before migration work begins. Includes parallel-run period.
Suited for
Businesses moving from spreadsheets to accounting software, or switching between accounting platforms — where a clean, verified migration matters more than a fast one.
Service 03
Financial System Migration
Support for businesses moving from one accounting system to another — or from spreadsheets into dedicated accounting software. The engagement covers the technical migration, configuration, and the verification work that confirms the new system matches the old records before the transition is complete.
What's included
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Data mapping — existing account structure mapped to the new system's chart of accounts
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Trial balance migration — opening balances transferred and verified against the prior system
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Chart of accounts configuration — new system set up correctly for the business's actual activity categories
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Post-migration reconciliation — balances and statement totals confirmed to match across systems
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Parallel-run period — both systems monitored concurrently until the new system is confirmed reliable
Why this engagement matters
System migrations carried out quickly and without verification often produce a new system that technically works but contains errors in the opening balances — which then affect every period that follows. The parallel-run period in this engagement exists specifically to catch those issues before the old system is retired.
The scope and duration of the migration depends on the complexity of your current records and the systems involved. That's discussed during the initial conversation.
At a Glance
All three services, side by side
A quick reference for comparing scope and pricing before deciding which service fits your situation.
Monthly
Small Business Monthly Accounting
$380
per month, ongoing
- Transaction categorization
- Bank reconciliation
- AR & AP tracking
- Monthly financial statements
Annual
Year-End Closing & Adjustments
$850
one-time, per fiscal year
- Adjusting journal entries
- Accrual calculations
- Depreciation updates
- Final financial statements
- Closing checklist & memo
One-Time
Financial System Migration
$1,500
one-time project engagement
- Data mapping
- Trial balance migration
- Chart of accounts configuration
- Post-migration reconciliation
- Parallel-run period
Choosing
Not sure which service fits your situation?
The right starting point depends on your current accounting setup and what's most pressing. A few common scenarios:
"My books are behind and I want them kept current going forward"
Monthly Accounting is the right starting point. We assess the current state of the books during onboarding and include any catch-up work needed in the initial scope discussion.
Monthly Accounting →"My year is done but the books haven't been properly closed yet"
Year-End Closing is the appropriate engagement. If the books need catch-up before the close can proceed, that's scoped in the initial conversation.
Year-End Closing →"We're switching accounting systems and want to do it without losing data integrity"
System Migration is the appropriate service. The parallel-run period is specifically designed to protect against the data loss that rushed migrations often cause.
System Migration →Questions
A few things clients often ask before starting
Do you work with businesses outside of the US?
What accounting software do you work with?
Can I use multiple services together?
What do you need from me to get started?
Get Started
Ready to talk about which service fits?
Send a message and we'll look at where your accounting stands and which service makes sense for where you are. A direct conversation — no pitch, no pressure.
Contact Quartile