Services Built for Your Business
Fixed-fee pricing. Transparent. Scalable. No surprises.
Monthly Bookkeeping & Accounting
Clean books. Clear reporting. Zero guessing. We deliver monthly bookkeeping on fixed-fee packages, so you always know what you're paying and what you're getting.
Starter Package
Starting at $300/month
Perfect for newer businesses with straightforward activity (typically 25–50 transactions/month)
- Full-service monthly bookkeeping
- Bank reconciliation
- Credit card reconciliation
- Email + phone support
- Monthly financial reports (P&L + Balance Sheet)
Standard Package
Starting at $550/month
Growing businesses with moderate complexity (typically 50–100 transactions/month)
- Everything in Starter, plus:
- Support for more complex workflows
- Property/entity-level reporting
- Payroll allocation in the books
- Loan and line of credit reconciliation
- Accounts payable + receivable tracking
- Fixed asset tracking
- Priority support and consultation
- Detailed monthly reporting/review
Premium Package
Starting at $800/month
Complex operations with multiple entities/properties (100+ transactions/month)
- Everything in Standard, plus:
- Comprehensive support across entities/properties
- Higher-touch strategic consultation
- Budget review and tracking
- Quarterly financial review
- Year-end review package (tax-ready, lender-ready, partner-ready)
Cleanup / Catch-Up Bookkeeping
Behind on your books? We’ll get you current and stabilized. This is the “stop the bleeding” service before moving into ongoing monthly work.
Reconcile Past Months
Correct and organize all historical transactions
Organize Files
Structure your books so reporting actually makes sense
Fix Miscategorization
Clean up messy accounts and proper categorization
Deliver Clean Financials
Tax-ready statements you can trust
Optional Add-Ons
Add what you need skip what you don't.
- Accounts payable / vendor payment workflow
- Accounts receivable and invoicing support
- Payroll coordination (bundled)
- 1099 vendor tracking and year-end organization
- Custom reporting (job/project, property, entity views)
- 1099 vendor tracking and year-end organization
Tax Preparation & Filing
Individual, small business, and entity tax preparation with clear reviews, accurate reporting, and stress-free filing no surprises.
Individual Tax Return
Starting at $500/year
- Federal + state income tax return preparation
- Draft return provided for review before filing
- 1:1 review to walk through the return
- E-file submission
- Final electronic copy of your return
- Estimated tax guidance/vouchers
- Estimated tax guidance/vouchers
Small Business
Starting at $1,000/year
- Federal + state income tax return preparation
- Business activity reporting
- Draft return provided for review
- 1:1 review of income/expenses
- E-file submission
- Final electronic copy of return
- Final electronic copy of return
- Key due dates summarized
Business Entity Return
Starting at $1,500/year
- Federal + state entity return preparation
- Draft return provided for review
- 1:1 review of the return
- E-file submission
- Final electronic copy of filed return
- Estimated tax guidance/vouchers
- Key due dates summarized
- Note: Pricing varies based on complexity. If bookkeeping is behind, a cleanup may be required before filing to ensure accurate returns.