RMS Business Books™
Tax-ready bookkeeping software and support — priced for small business.
Track income and expenses, send invoices, import bank statements, reconcile accounts, and generate tax-ready reports. Use the software on your own, or let the RMS team keep the books for you.
Software plans
Monthly or annual. Cancel before your next billing date.
Everything a new or very small business needs to keep clean, tax-ready books.
$19 / month
or $190 / year
Included for active Business Success Club members
- Income and expense tracking
- 1 connected or manual bank/credit-card account
- Bank-statement CSV imports
- Basic invoicing
- Profit & Loss and expense reports
- Receipt storage
- Email support
For growing businesses with more accounts, more invoicing, and monthly reconciliation.
$39 / month
or $390 / year
Club member price: $29 / month
- Everything in Starter
- Up to 3 bank/credit-card accounts
- Reconciliation tools
- Recurring and batch invoicing
- Accounts receivable aging
- Balance Sheet and Cash Flow reports
- Sales-tax tracking
For established businesses, multi-account operations, and contract-ready reporting.
$69 / month
or $690 / year
Club member price: $52 / month
- Everything in Plus
- Unlimited bank/credit-card accounts
- Higher monthly transaction volume
- Tax Center and tax-preparation summary
- Government-contract cost reporting views
- Accountant / tax-preparer access
- Priority support
Bookkeeping support
Add RMS to your books — review support or full-service bookkeeping.
You keep the books; we review, correct, and keep you on track every month.
$149 / month
Club member price: $129 / month
- Monthly review of your entries
- Category corrections and guidance
- Reconciliation review
- Monthly financial summary
- Quarterly tax set-aside guidance
- Software plan required
Full-service bookkeeping. We do the work; you get clean, tax-ready books.
Starting at $249 / month
- Transaction categorization
- Monthly bank and card reconciliation
- Accounts receivable and payable tracking
- Monthly financial statement package
- Year-end tax-preparation summary
- Pricing scales with transaction volume and accounts
Setup, cleanup & conversion
One-time engagements to get your books started or caught up.
Guided setup you complete yourself with our templates and a walkthrough.
$99 one time
- Chart-of-accounts template
- Guided setup walkthrough
- Opening-balance worksheet
- Import formatting guide
We configure your books with you, start to finish.
$249 one time
- Custom chart of accounts
- Bank and card account setup
- Opening balances entered
- First statement import completed
- Live training session
Behind, messy, or moving from another system? We bring the books current.
Starting at $499
- Prior-period catch-up
- Conversion from other software or spreadsheets
- Reconciliation of past periods
- Corrected prior-year figures for tax preparation
- Scope and price confirmed after a records review
Lock your rate as a founding RMS Business Books client.
Businesses that join during the founding period keep their plan price for 12 months, even as pricing changes, and receive setup guidance at no additional cost with any annual software plan. Founding pricing is limited and confirmed in writing when your account is activated.
RMS Business Success Club member benefits
These benefits apply to RMS Business Books plans only.
- Starter included for active Business Success Club members
- Plus member price: $29 monthly
- Pro member price: $52 monthly
- Books Assist member price: $129 monthly
Additional services
Add on as your business needs them.
Important service terms
Plain English, before you pay.
- Software plans are billed monthly or annually and may be cancelled at any time before the next billing date.
- Annual pricing is billed once per year and reflects two months at no additional cost.
- Bookkeeping service pricing depends on monthly transaction volume, number of accounts, and the condition of existing records.
- Cleanup and conversion pricing is confirmed in writing after a records review, before any work begins.
- Bookkeeping services are not tax filing, audit, attest, or legal services.
- Reports reflect posted records only. Accuracy depends on complete and timely records from the client.
- Club member pricing applies only to the RMS Business Books plans listed on this page and requires an active RMS Business Success Club membership.
Not sure which plan fits?
Tell us your monthly transaction volume and how far behind your books are. We'll recommend the right plan and quote any cleanup before you commit.
Request Business Books pricing
We respond within one business day.