When it comes to hiring a bookkeeper, transparency and clarity should begin with the estimate. Too often, businesses receive vague or generic pricing that leads to surprise charges or incomplete service. A proper bookkeeping estimate should reflect the actual needs of your business, with a clear breakdown of the services provided and the costs associated. At K.D. Mollé Bookkeeping, we believe a detailed and honest estimate is the foundation of a successful financial partnership.

A knowledgeable bookkeeper will begin by asking the right questions. These include: How many bank and credit accounts does your business have? Do you run payroll? How many transactions do you process monthly? Are your books currently up to date, or is there cleanup required from prior months or years? Do you need catch-up bookkeeping, or is this a brand-new setup? The answers to these questions help us understand your specific situation so we can build a realistic service plan that fits your needs and budget.

At K.D. Mollé Bookkeeping, our estimates typically include core services such as transaction categorization, monthly bank and credit card reconciliations, payroll processing, accounts receivable and payable tracking, financial statement preparation, and custom reporting. We also offer quarterly reviews, budget comparisons, year-end documentation preparation for tax filing, and regular consultation to help you understand your numbers.

We pay special attention to additional needs like historical cleanup, software conversions, and custom chart of accounts setup, which are often overlooked in generic pricing models. These one-time services can significantly impact your bookkeeping if not addressed properly. By identifying them at the beginning, we ensure there are no surprises and that your books are accurate and audit-ready from day one.

One of the most important benefits of proper, up-to-date bookkeeping is the ability to obtain financing or credit. Clean, accurate financials give lenders and investors confidence in your business and its management. When your books are maintained correctly, you’re better positioned to grow, make informed decisions, and secure outside funding when needed.

Ultimately, a proper estimate isn’t just about a price—it’s about knowing what you’re getting, what it will take to get there, and what the ongoing service will include. At K.D. Mollé Bookkeeping, we prioritize honest estimates, open communication, and dependable service that saves our clients time, money, and stress. Let us help you take the guesswork out of bookkeeping so you can focus on running your business.