Service Tiers
Choose the tier that fits your business today. All plans are month-to-month with no long-term contracts required. Custom packages available for complex needs.
Monthly Subscriptions
All tiers include a dedicated point of contact, monthly reporting, and a regular review call. Scale up or down any time with 30-days notice.
ⓘ Please note: Paylocity and QuickBooks subscription fees are billed directly by those platforms and are separate from Clarity Bookkeeping service fees. Pricing above reflects our management and administration services only.
Tier 1
Basic bookkeeping for brand-new businesses and sole proprietors just getting started. Simple, affordable, and stress-free.
What's Included
Marketing Services
Tier 2
Essential bookkeeping and monthly financial reporting for small businesses and solopreneurs. Perfect for businesses with straightforward accounting needs.
What's Included
Marketing Services
Tier 3
Full-cycle accounting plus Paylocity HR administration. The complete back-office solution for growing businesses with 5–50 employees.
Everything in Foundation, plus:
Marketing Services
Tier 4
Acting Controller-level oversight for complex operations with multiple entities, advanced reporting, and full HR administration. For 50+ employee organizations.
Everything in Professional, plus:
Marketing Services
Compare Plans
| Feature | Starter $500/mo |
Foundation $750/mo |
Professional $1,800/mo |
Controller $3,200/mo |
|---|---|---|---|---|
| Accounting & Bookkeeping | ||||
| Monthly bookkeeping | ||||
| Bank & CC reconciliation | 1 account | |||
| Month-end close & journal entries | ||||
| AP & AR management | ||||
| Invoicing | Up to 10/mo | Up to 25/mo | Up to 75/mo | Unlimited |
| Manual & electronic invoicing | Unlimited | Unlimited | Unlimited | Unlimited |
| Multi-entity consolidation | ||||
| Reporting & Analytics | ||||
| Monthly P&L statement | ||||
| Balance sheet reporting | ||||
| KPI dashboards | Monthly | Weekly | ||
| Variance analysis | ||||
| Budgeting & forecasting | ||||
| HR & Paylocity | ||||
| Paylocity payroll administration | ||||
| Employee onboarding & offboarding | ||||
| Benefits enrollment management | ||||
| ACA, FMLA, EEO-1 compliance | ||||
| Support | ||||
| Dedicated point of contact | ||||
| Business health consultation | Monthly | Monthly | Monthly | Monthly |
| Review calls | Monthly (20 min) | Monthly (30 min) | Bi-weekly (60 min) | Weekly priority |
| Email response time | 72 hours | 48 hours | 24 hours | Same business day |
Add-Ons
Add these services to any tier for additional monthly fees. Prices listed are starting rates.
Paylocity Initial Setup & Implementation
From $1,200 (one-time)
Complete Paylocity configuration, data migration, and go-live support for businesses new to the platform.
Audit Preparation Package
From $800/audit cycle
PBC schedule preparation, auditor liaison, and workpaper organization for external or internal audits.
Custom Financial Model Build
From $1,500 (one-time)
Bespoke Excel financial models — DCF, 3-statement models, cash flow forecasting, scenario analysis.
Process Automation & Template Development
From $600 (one-time)
Custom Excel/SAP automation templates for reconciliation, reporting, or journal entry workflows.