Accurate, tax-ready financials
Clean monthly books
Quarterly tax projections (Standard + Premium)
Tax strategy integrated into bookkeeping
Funding-ready reports
Peace of mind
Clear communication
Best for: Solopreneurs, freelancers, and businesses with 0–50 transactions
Includes:
Initial bookkeeping setup & system implementation
Income & expense tracking
Bank reconciliation
Monthly P&L and Balance Sheet
Tax-ready books at year-end
Best for: Small businesses with 51–150 transactions
Includes everything in Basic, plus:
A/P & A/R management
Custom financial reports
Monthly check-in call (30 minutes)
Quarterly tax projections
Estimated tax calculation guidance
Best for: 150+ transactions or $500K+ annual revenue
Includes everything in Standard, plus:
Cash flow forecasting
Tax Reduction Strategies
Strategic tax planning coordination
Year-round tax planning
Audit support
If your books are behind or need professional cleanup, we offer one-time services to bring your finances up to date and compliant.
• 1-year cleanup: $500–$1,500
• 2+ years cleanup: $1,500–$3,000+
• Urgent / IRS cleanup: $3,000–$10,000+
These services ensure your records are accurate, tax-ready, and positioned to prevent costly errors and penalties.
Hourly Rate: $75–$150 per hour, depending on the complexity of the work required.
Hourly services may include:
• One-time financial consultations
• General ledger setup & optimization
• Financial statement preparation
• Customized bookkeeping support
• Specialized financial analysis