Tax Basic Bookeeping Services
Who is this for:
Business owners with 1–2 bank or credit card accounts
Businesses averaging ~100 transactions per month
Owners who want accurate records and financial clarity without complex accounting
Small but steadily growing businesses
What’s included:
Monthly bank reconciliation
Monthly financial statements
Quarterly meetings
Quarterly tax filing (if applicable)
Annual tax return filing
This service focuses on bookkeeping only. Accounting and tax strategy services are not included. Pricing may vary depending on the volume of your business.
Monthly Accounting
Services
Who is this for:
Businesses with 3+ accounts (bank, credit card, PayPal, etc.)
Businesses processing 100–500 transactions per month
Owners who need deeper financial insights, forecasting, and tax planning
Businesses ready to scale with professional accounting support
What’s included:
3 accounts managed (bank accounts, credit cards, PayPal, etc.)
Up to 500 transactions per month
Monthly financial statements
Budgeting and forecasting
Tax strategy and tax planning
Sales tax filing
Quarterly tax filing (if applicable)
Annual tax return filing
Quarterly coaching call
Business funding assistance
Pricing may vary depending on the volume of your business.
Tax Basic Bookeeping Services
(Starts at $299/Month)
Who is this for:
Business owners with 1–2 bank or credit card accounts
Businesses averaging ~100 transactions per month
Owners who want accurate records and financial clarity without complex accounting
Small but steadily growing businesses
What’s included:
Monthly bank reconciliation
Monthly financial statements
Quarterly meetings
Quarterly tax filing (if applicable)
Annual tax return filing
This service focuses on bookkeeping only. Accounting and tax strategy services are not included. Pricing may vary depending on the volume of your business.
Monthly Accounting Services
(Starts at $599/Month)
Who is this for:
Businesses with 3+ accounts (bank, credit card, PayPal, etc.)
Businesses processing 100–500 transactions per month
Owners who need deeper financial insights, forecasting, and tax planning
Businesses ready to scale with professional accounting support
What’s included:
3 accounts managed (bank accounts, credit cards, PayPal, etc.)
Up to 500 transactions per month
Monthly financial statements
Budgeting and forecasting
Tax strategy and tax planning
Sales tax filing
Quarterly tax filing (if applicable)
Annual tax return filing
Quarterly coaching call
Business funding assistance
Pricing may vary depending on the volume of your business.
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