BOOKKEEPING
Laying the foundation.
You became a business owner for the freedom, not to spend your nights buried in receipts and spreadsheets. We get it. Most business owners are juggling too much and don't have time to chase down every deduction or wonder if their books are even accurate. That's where we come in. Bookkeeping is one of the most overlooked tax strategies available to business owners, and when your books are clean and current all year long, every deductible expense gets captured and your tax return reflects the full picture of your business. The result - a smoother filing season, fewer surprises, more money staying in your pocket, and your time back where it belongs.
Bookkeeping Plans
Essentials Plan Starting at $395 per Month
The Essentials Plan is designed for sole proprietors, freelancers, and small business owners who want accurate bookkeeping and an stress-free tax season without overcomplicating things. Each month you'll receive financial statements including a Profit and Loss and Balance Sheet so you always know where your business stands. You'll also have year-round access to your accountant. Have a question outside of tax season? Reach us by email, text, or phone. We don't disappear after April; we're here to help you stay on track all year long.
Professional Plan Starting at $595 per Month
The Professional Plan is designed for sole proprietor business owners who have moved past the early stages of business and are ready for a higher level of financial support. If your revenue has grown, your expenses are more complex, or you've brought on employees and need payroll managed alongside your books, this plan is built for where you are now. Everything in the Essentials Plan is included, plus payroll support, 1099 preparation and issuance, and quarterly check-in calls to review your financials and keep your business on track.
Elite Plan Starting at $895 per Month
The Elite Plan is our highest level of service. Designed for established Corporations and Partnerships that require more than just clean books, this plan combines full-service bookkeeping with proactive tax strategy so your business is always a step ahead. Everything in the Professional Plan is included, plus two dedicated tax planning and estimation sessions per year, one at mid-year and one before year-end, where we analyze your financials, project your tax liability, and put strategies in place to minimize what you owe. This is the plan for business owners who want to protect what they've earned and want a trusted advisor in their corner all year long, not just at tax time.
Bookkeeping Catch-Up starting at $995
Behind on your books? You're not alone. Our Bookkeeping Catch-Up service gets your records reconciled and brought current so you can start your monthly plan with a clean slate. Whether you're a few months behind or a few years, we'll work through your transactions, reconcile your accounts, and make sure everything is accurate and organized before moving forward.