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BOOKKEEPING PACKAGES
Simple, transparent pricing designed to fit your needs and budget.
Basic
Essential bookkeeping to keep your finances accurate, organized, and compliant.
$199 / month
Bookkeeping for up to $50K in monthly expenses
WHAT'S INCLUDED:
- Monthly bookkeeping & reconciliation
- Bank & credit card reconciliation (up to 2 accounts)
- Cash basis bookkeeping
- Dedicated bookkeeping team
- Secure client portal access
Standard
Recommended
Comprehensive bookkeeping with deeper financial insights to support business growth and better decision-making.
$349 / month
Bookkeeping for up to $100K in monthly expenses
WHAT'S INCLUDED:
- Everything in Standard, plus
- Up to 5 bank & credit card account
- Payroll Processing Support
- 1099 contractor preparation
- Cash or modified accrual bookkeeping
Advanced
Strategic bookkeeping and financial management for established businesses seeking scalable support and expert guidance.
$599 / month
Bookkeeping for up to $250K in monthly expenses
WHAT'S INCLUDED:
- Everything in Advanced, plus
- Up to 10 bank & credit card accounts
- Modified Accrual-based accounting
- Cash or modified accrual bookkeeping
- Custom chart of accounts
- Dedicated Professional oversight
- Fixed Assets and Deferred revenue & prepaid schedules
Individual Services
Need just one service? Pick exactly what your business requires.
Business Tax
Federal & state business tax return filing, entity optimization, and year-round consultation.
Personal Tax
Individual federal & state returns, deduction optimization, and IRS notice support.
Bookkeeping
Monthly reconciliations, P&L statements, and balance sheet — without the bundle.
Payroll Tax
Payroll tax filings, quarterly reconciliations, and compliance for your team.
Sales Tax
Multi-state sales tax registration, filing, and nexus analysis for your business.