Bookkeeping Plan Builder

TheAccountingDr Bookkeeping Plan Builder

Build a Preliminary Bookkeeping Plan Around Your Needs.

Answer a short series of questions about your bookkeeping activity, reporting needs, and current records. The builder will assemble a preliminary service plan and identify any one-time work that may need to happen before recurring bookkeeping begins.

About 2 minutes. No obligation. Your answers stay in your browser.

Preliminary Planning Tool

Ready to Build Your Bookkeeping Plan?

The builder uses your transaction volume, financial-account structure, reporting needs, special bookkeeping requirements, close timing, and the condition of your current records to assemble a preliminary plan.

• Identifies a likely monthly or quarterly bookkeeping cadence
• Uses Essential, Professional, and Premium service complexity levels
• Flags possible catch-up, cleanup, diagnostic, or Xero work
• Builds a customized list of recurring and additional services

Back to Bookkeeping Services About 2 minutes. No obligation. No information is submitted by this tool.

What type of organization are you representing?

This helps the builder recognize the bookkeeping features that may matter most.

Small businessService, retail, e-commerce, contractor, or another independently owned business. Professional practiceConsulting, legal, healthcare, financial, or another professional service practice. Nonprofit organizationOrganization with general, program, grant, or restricted-fund activity. Church or ministryChurch, ministry, gospel group, or another faith-based organization.

Please select one option before continuing.

How current are your books right now?

This helps separate normal recurring bookkeeping from catch-up, cleanup, or diagnostic work.

Current and regularly reconciledBooks are generally up to date and accounts are reconciled. Current, but I am not fully confident in themTransactions may be entered, but accuracy or reconciliations are uncertain. About 1 to 3 months behindCatch-up work may be needed before normal recurring service. More than 3 months behindHistorical catch-up or cleanup should be evaluated separately. There are significant problems or I do not knowBalances, reconciliations, categorization, or historical records may need diagnostic review.

Please select one option before continuing.

About how many total transactions do you have in a typical month?

Include deposits, withdrawals, card charges, transfers, loan activity, merchant activity, and similar routine transactions.

100 or fewerLower monthly transaction volume. 101 to 250Moderate monthly transaction volume. 251 to 500Higher monthly transaction volume. 501 to 1,000Substantial monthly activity. More than 1,000High-volume bookkeeping.

Please select one option before continuing.

How many financial accounts are typically part of the bookkeeping?

Count bank accounts, credit cards, loans, lines of credit, and similar accounts that need regular review or reconciliation.

1 to 3 accountsRelatively simple account structure. 4 to 6 accountsModerate reconciliation workload. 7 to 10 accountsMore complex monthly reconciliation. More than 10 accountsHigh account volume or multiple financial relationships.

Please select one option before continuing.

What reporting frequency best fits how you use your financial information?

This helps the builder distinguish monthly service from a possible lower-frequency option.

I need monthly books and reportsCurrent monthly reporting is important for decisions, oversight, or operations. Quarterly reporting may be enoughActivity is relatively simple and monthly closes are not necessary. I am not sureThe builder will use the rest of your answers to suggest a likely cadence.

Please select one option before continuing.

Do you need accounts receivable and/or accounts payable tracking?

This means tracking outstanding customer invoices and/or unpaid vendor bills. It does not mean collections, bill pay, or sending invoices on your behalf.

No A/R or A/P tracking neededRoutine transaction activity is the primary focus. Accounts receivable trackingOutstanding customer invoices need regular bookkeeping attention. Accounts payable trackingOutstanding vendor bills need regular bookkeeping attention. Both A/R and A/P trackingBoth receivables and payables need to be maintained.

Please select one option before continuing.

Which additional bookkeeping needs apply?

Select all that apply. Choose “None of these” only if no other option applies.

Payroll-recording supportRecording or reconciling payroll activity produced by a payroll provider. Loan or financing trackingLoans, lines of credit, or financing activity require regular tracking. Inventory or product salesInventory adjustments, cost of goods sold, or product-sales bookkeeping. Merchant or e-commerce activityStripe, Square, PayPal, Shopify, Amazon, or similar settlement activity. Funds, grants, or designated activityTracking by fund, restriction, program, grant, or purpose. Sales-tax-related bookkeepingSales-tax activity needs to be tracked in the accounting records. None of theseNo additional complexity from the items listed above.

Please select at least one option before continuing.

How quickly do you generally need the monthly books completed?

If quarterly service is appropriate, this answer is treated only as a scheduling preference.

Priority Close - within the first 15 days of the monthMonthly close is targeted for the first half of the month, subject to complete records and timely responses. Standard Close - within the last 15 days of the monthMonthly close is targeted for the second half of the month, subject to complete records and timely responses.

Please select one option before continuing.

Which reporting enhancements would be useful?

Select all that apply. These can be included in the preliminary plan where appropriate.

Monthly video walkthroughA recorded walkthrough highlighting key points in the monthly financial information. Quarterly performance summaryPeriodic summary of notable financial trends or items for discussion. Real-Time DashboardDashboard visibility beyond standard financial reports. Standard reporting is enoughNo additional reporting enhancements are needed right now.

Please select at least one option before continuing.

What bookkeeping system are you using now?

TheAccountingDr provides ongoing bookkeeping in Xero. Existing systems may require setup or migration before recurring service begins.

Already using XeroYour current accounting system is Xero. QuickBooks or another accounting platformA migration to Xero may be appropriate for recurring bookkeeping. Spreadsheet, manual records, or no formal systemXero setup and possible historical review may be needed.

Please select one option before continuing.

Your Preliminary Bookkeeping Plan

Recommended starting point: Monthly Bookkeeping

Likely Pricing Tier: Professional

Your selections are not being treated as a rigid package. This tier is the closest pricing reference based on overall workload; Discovery determines the actual mix of services and final monthly fee.

Core recurring services

Additional services indicated

Reporting and scheduling

What influenced this plan

What happens next

• Discovery confirms the organization, records, services, and timing actually required.
• Historical catch-up, cleanup, diagnostic work, Xero migration, and implementation are evaluated separately when applicable.
• Final scope and monthly pricing are established only after the relevant facts are confirmed.

This is a preliminary service plan, not a proposal or quote. It is based only on the answers entered in this browser. TheAccountingDr may recommend a different scope after Discovery or review of the actual bookkeeping records.

Back to Bookkeeping Services & Pricing Discuss My Preliminary Plan Request a Financial Health Check

What this builder does

It creates a preliminary service plan based on the bookkeeping needs you identify.

• Suggests monthly or quarterly service
• Builds a preliminary service list
• Flags likely historical work
• Flags likely Xero setup or migration

What the Builder Does Not Do

It does not inspect your books, create a binding quote, or replace Discovery. Final scope and pricing are based on confirmed facts.