Margin Books

Four plans. Every inclusion written down so there's nothing to negotiate.

Simple, fixed monthly pricing.

Pick by what your business looks like, not by what you think bookkeeping should cost. If you're between two, book a call and I'll tell you which.

A transaction is one line on a bank or card statement.

Plans compared

StarterStandardFullGrowth
Price a month$199$349$599From $950
Best forSole trader, one terminal, no staffSalon, cleaner, café or trade with suppliersOwner with staffBigger or multi-entity businesses
Bank and card feedsYesYesYesYes
ReconciliationMonthlyWeeklyWeeklyWeekly
Receipt capture (Hubdoc)YesYesYes
Bills and invoicesYesYesYes
BAS-ready file for your agent each quarterYesYesYesYes
Payroll processing (pay runs and payslips on your instruction)Up to 5 staffQuoted
ReportingMonthly profit snapshotMonthly report pack with notesReport pack plus a 20 minute callReport pack plus call
Transactions a monthUp to 100Up to 300Up to 600Set for you
Bank and card accountsUp to 2Up to 3Up to 5Set for you
SupportEmailEmail and phoneEmail and phone, priorityEmail and phone, priority

Catch up is never hidden inside a monthly fee. You see the hours first.

Add-ons and one-off work

Extra employee above the plan limit$15 per employee a month
Onboarding, Xero setup and migration$90 an hour, estimated and agreed before we start
Catch up bookkeeping$199 per month of backlog, or $90 an hour, whichever we agree
Work outside the plan$90 an hour, agreed in writing first
Xero and Hubdoc subscriptionsPaid by you direct to Xero, so the file is always yours

The rules, so nobody is surprised later.

How the plans work

  • Month to month, no lock in. Either of us can end with 14 days notice.
  • Invoiced on the 1st of the month in advance, paid within 7 days by direct debit or card.
  • If you go over a transaction or account limit two months running, you move up a plan from the following month. I'll tell you before it happens.
  • Prices are reviewed once a year with 30 days notice.

Not sure which plan?

Book a 20 minute call. Count a week of transactions in your banking app before we talk and I'll tell you on the spot.

Book a free call