Bookkeeping + Tax Preparation Services
No Hidden Fees. Cancel Anytime.
A credentialed tax preparer and certified bookkeeper will be assigned to your account to provide monthly bookkeeping services and virtually prepare your annual tax return. The client is required to upload the required documents to our secured portal. The client can review, approve, and sign documents all within our secured portal.
Silver- starting at $250/month
- This plan is for startup companies, solopreneurs, and independent contractors who may have 1099's less than 250 transactions per month.
- Pricing does NOT include accounting software.
- What is included:
- Monthly Bank Reconciliation of up to 4 bank/credit card accounts
- Categorization
- Monthly Check-in calls
- Client portal for direct communication with your back-office team.
- Year-end tax-ready financial statements
- Monthly Financial Statements
- 1 hour virtual financial review (monthly)
- Requires one-time set-up/retainer fee
Bronze - starting at $450/month
- This plan is for startup companies (less than three years in business) that have no more than 350 transactions monthly.
- Pricing does NOT include accounting software.
- What is included:
- Monthly Bank Reconciliation of six bank/credit card accounts
- Categorization
- Monthly Check-in calls
- Client portal for direct communication with your back-office team.
- Year-end tax-ready financial statements
- Monthly Financial Statements
- 1 hour virtual financial review (monthly)
- Requires one-time set-up/retainer fee
Gold - starting at $770/month
- This plan is for established companies (more than four years in business) that have more than 351 but less than 500 transactions monthly.
- Pricing does NOT include accounting software.
- What is included:
- Monthly Bank Reconciliation of up to 8 bank/credit card accounts
- Categorization
- Monthly Check-in calls
- Client portal for direct communication with your back-office team.
- Year-end tax-ready financial statements
- Monthly Financial Statements
- 1 hour virtual financial review (monthly)
- Requires one-time set-up/retainer fee
Additional Services
In addition to our Full-Service Monthly Bookkeeping Services offered above, we also offer a basic bookkeeping option and a DIY option that includes access to our accounting software, our online webinar courses, and a private membership group where you can ask questions. Additional Services are listed below.
Accounts Payable
Accounts Receivable
Additional bank/cc accounts
Additional transactions
Receipt Management
Loan Management
Year End 1099’s
Job Costing
Historical Clean Up
Assisted Payroll Management