What BM-360 is
A bookkeeper's price book, job list, and invoicing, covering ongoing bookkeeping, catch-up and cleanup, and BAS reporting.
Professional
Bookkeeping software for monthly reconciliation and payroll processing
A tidy monthly bookkeeping client and a new one with eighteen months of catch-up work should not be scoped the same way. Price the ongoing work and the catch-up separately, from one book.
Monthly bookkeeping
Catch-up books
Software setup
Ongoing work and catch-up, priced apart
From messy books to a monthly rhythm
Monthly bookkeeping and a fixed-band catch-up project both sit in the same price book, so a new client's backlog gets its own honest number.
Client site or home office
Scope a new client's mess on-site. Build out your monthly retainer and reconciliation pricing from the home office.
Catch-up stays its own job
A catch-up project priced in a fixed band never blends into the ongoing retainer, so both invoice clearly.
Your week
From "how far behind are we" to a monthly plan
Bookkeeping enquiries usually start with a backlog, not a clean slate.
What goes wrong
A new client's books are months behind, gets a rough hourly guess, and the catch-up quietly eats into ongoing retainer time.
How a job runs with BM-360
The enquiry lands on your job list, priced from the book, whether it is monthly bookkeeping or a fixed catch-up project.
What the week looks like
Ongoing retainer clients and catch-up projects sit on the same list, and each invoices against its own scope.
Price book
Jobs already named for bookkeepers
Ongoing bookkeeping, catch-up projects, and BAS reporting are already listed, priced by month or by the hour. Prices stay hidden from the client until you confirm.
Ongoing bookkeeping
- Monthly bookkeeping (micro business)
- Monthly bookkeeping (SMB)
- Bookkeeping (hourly)
- Bank reconciliation (monthly)
Catch-up & cleanup
- Catch-up bookkeeping (hourly)
- Catch-up project (fixed band)
Reporting & BAS
- BAS preparation
- Management reports pack
- Inventory module setup
Software & tools
- Xero subscription (pass-through)
- Receipt capture app licence
- Bank feed configuration
- Merchant fee reconciliation pack
- Chart of accounts template
Onboarding & systems
- Xero file rescue
- Receipt app setup
Add-ons
- Priority month-end close
- Bulk data entry (per hour)
- Client software training session
- End-of-year handover to accountant
Other business types
More in Professional
Each type has its own jobs and prices. If Bookkeeper is close but not quite right, try another in this group, or see all business types.
Accountant
Tax, BAS, and advisory packages for sole traders and small companies. Fixed fees with optional retainers.
Business coach / consultant
Strategy sessions, retainers, and growth packages for owner-operators.
Lawyer / solicitor
Fixed-fee legal packages for common SME and personal matters, with inspect-first for complex work.
Financial adviser
Advice packages for retirement, investments, and personal wealth planning.
Virtual assistant
A 10-hour monthly retainer and a one-off inbox and calendar cleanup should not need two different proposals. Price the retainer tiers, quote the one-off, from the same book.