Pricing & Plans

Simple monthly subscription bookkeeping and tax support designed for small businesses.

Bookkeeping Pricing

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Starter

Ideal for solo businesses with low monthly transactions. This package includes essential bookkeeping services tailored for small businesses to manage their financial records efficiently.

$100

month (recurring)

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Monthly Financial Reports

Transaction categorization

Email Support

Bank feed connections

Ledger Updates

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Standard

Designed for businesses ready to delegate ongoing bookkeeping and keep financials consistently correct. Includes all features from the Basic Bookkeeping Package, plus quarterly reviews and phone support.

$250

per month (recurring)

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All Starter features

Reconciliations for up to 3 accounts

Quarterly review meeting

Vendor & customer organization

Phone Support

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Recommended

Premium

Ideal for businesses ready to track cash flow, monitor performance, and make data-driven decisions every month. Includes all features from previous packages, plus advanced financial management services to optimize your business performance.

$350-$500

per month (recurring)

Book Your Free Consultation

All Standard features

Full AP/AR tracking

Monthly performance review

Up to 5 bank/credit accounts

Annual Tax Filling included (1040 + Schedule C)

Quarterly tax planning included

Priority Support

Tax Prep Services

Tax Saving Strategies

Individual Income Tax Returns

Standard 1040 filing: $175 – $350

1040 + Schedule C: $300 – $650

Multi-state returns: $50 – $200 per state

More info
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Business Tax Add-on Services

Annual business tax summary included in all bookkeeping plans

1099 filing: $10 – $25 per 1099

Estimated quarterly tax calculations: included in Standard & Premium

Sales tax filing support: $75 – $300 per filing

Tax notice support (non-representation): $100 – $250/hr

More info

Optional Add-On Services

Add-ons are billed separately based on scope and complexity. A detailed quote is provided before any work begins.
Busy accountants working on tax audits and compliance in the office

Bookkeeping Add-Ons

  • Catch-up bookkeeping (past months)
  • Clean-up bookkeeping (error corrections)
  • Chart of accounts optimization
  • QuickBooks setup and workflow automation
  • Financial dashboard creation
More info
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Tax & Payroll Add-Ons

  • Additional 1040 or Schedule C filings
  • 1099 filings ($10–$25 each)
  • Sales tax filings ($75–$300)
  • Payroll support ($100 + $25/employee)
  • IRS/state notice support ($100–$250/hr)
More info