Monthly Accounting Packages – What’s Included and What It Should Cost in OKC

The $200 Mistake That’s Costing OKC Business Owners Thousands

If you’re running a small business in Oklahoma City, you’ve probably Googled something like:


“How much does accounting cost per month?”
“What’s included in monthly accounting services?”
“Do I need a CPA or just a bookkeeper?”


It’s confusing — and unfortunately, a lot of cheap providers sell just enough service to get you in trouble.



At Boulanger CPA, we help OKC business owners make sense of their finances, avoid IRS issues, and grow their profits. This guide will walk you through exactly what a monthly accounting package should include, what to avoid, and what it should really cost.


What’s Typically Included in Monthly Accounting Packages?

Let’s break it down by tier — from low-end to full-service support.

Tier 1: Basic Bookkeeping-Only (Usually $400/month)


What you get:


  • Transaction categorization

  • Monthly bank reconciliations

  • Basic P&L and Balance Sheet

What’s missing:


  • No CPA review

  • No tax planning

  • No guidance or advisory support

  • You still need to clean things up at year-end

Best for: Freelancers or solopreneurs with very simple books


Risk: These services often create more work for your tax preparer (and cost you later)


📊 Tier 2: Bookkeeping + CPA Oversight (Typically $500–$900/month)


What you get:


  • Everything from Tier 1

  • Monthly CPA review of your books

  • Sales tax filing (if applicable)

  • Adjusting journal entries (like depreciation, AR/AP accruals)

  • Monthly financial reports you can trust

  • Direct access to your accountant

Best for: Growing service businesses, online stores, restaurants, contractors


Benefit: No cleanup at tax time — your books stay tax-ready year-round


Tier 3: Strategic Accounting + Advisory (Usually $900–$2,000+/month)


What you get:


  • Everything from Tier 2

  • Forecasting and cash flow projections

  • Budget vs. actual comparisons

  • Tax planning meetings

  • Financial KPI dashboards

  • CFO-level guidance without hiring in-house

Best for: Businesses with revenue over $750K or who want to scale


Value: Helps you make smarter decisions month-to-month and save big at tax time


What Services Should Be Included (Regardless of Price)?

No matter which package you choose, here’s what should be included if you’re getting quality service:

Included Service Why It Matters
Monthly reconciliations Ensures no errors, fraud, or missed entries
Real financial reports (not from QuickBooks) Helps you make decisions — not just file taxes
CPA review and oversight Minimizes IRS risk and tax prep messes
Year-end tax prep integration No more scrambling every March
Support for sales tax or payroll Keeps you compliant with OKTAP, OTC, and OESC

What Monthly Accounting Really Costs in Oklahoma City

Most OKC businesses pay:

Business Size Monthly Cost (Avg.)
Freelancer or solopreneur $400
Small business (under 5 staff) $500–$700
Mid-size biz (5–20 staff) $700–$1,200
Multi-location or >$1M revenue $1,200–$2,500+

These prices depend on:



  • Number of transactions

  • Number of accounts (banks, credit cards, loans)

  • Complexity (inventory, payroll, AR/AP, etc.)

  • Whether you need cleanup work

At Boulanger CPA, most clients pay $500–$950/month for complete CPA-reviewed accounting.


Beware of “Low Monthly Fee” Traps

We’ve seen a lot of new clients come to us after trying discount accounting services like:



  • Offshore QuickBooks “experts” charging $99/month

  • Payroll processors who bundle in “basic bookkeeping”

  • Local firms who disappear after tax season

What happens next? Unfiled returns, missed deductions, IRS letters, messy audits.


What to Look for in an Oklahoma Accounting Partner

Here’s a quick checklist:



✅ CPA oversight, not just a bookkeeper
✅ Oklahoma-specific tax knowledge
✅ Experience with your industry
✅ Clean, timely monthly reporting
✅ No extra charge at year-end
✅ Flat, transparent pricing
✅ Access to your accountant when you need them

What Makes Our Packages Different at Boulanger CPA

We’re not just reconciling your bank accounts. We’re making sure:


  • You pay the least amount of taxes legally possible

  • Your books are always audit-ready

  • You understand your numbers — not just file them

  • You’re getting real insight, not just data dumps

Every plan includes:


  • Monthly CPA review

  • QuickBooks Online support

  • Annual tax planning session

  • Year-end tax filing (optional add-on)

  • No hourly billing surprises
    

Want a Custom Quote? Let’s Talk.

We’ll review your current books and tell you exactly what it would cost to keep them clean, compliant, and growth-ready — month after month.


📞 Call us at (405) 384-4900
📅 Or schedule your free quote online.


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FAQ – Monthly Accounting in OKC

  • What’s the difference between monthly accounting and bookkeeping?

    Bookkeeping is basic data entry. Monthly accounting includes reconciliation, review, and advisory — often from a CPA.

  • Is monthly accounting worth it?

    Yes — especially if you want tax-ready books, strategic insight, and no year-end surprises. Most of our clients save more than the cost of our services.

  • Can I just do my accounting at year-end?

    You can… but you’ll miss out on tax planning, error detection, and monthly financial insight that could help you grow or avoid problems.

  • Do you offer fixed pricing?

    Yes — all of our monthly accounting packages are flat-fee and tailored to your business needs. No hourly surprises.

Professional Image of Marc Boulanger, CPA

Marc Boulanger


Marc views his accounting business as an extension of his family. And while he holds a Bachelor of Arts in Business Administration and Accounting and a Masters of Science in Accounting, he values traveling around the country with his wife of 30 years and 5 kids, Marc learned that communication is the key to effective team work.


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