Services
What's included and who it's for
Three services you can use on their own or together. Every plan starts with a free consult so we can give you a fixed price.
Monthly bookkeeping
Businesses with regular monthly transactions
starting at $[price]/mo
- Reconcile bank, credit card, and PayPal accounts
- Categorize transactions and update your books
- Monthly profit & loss and balance sheet
- Year-to-date cash flow report
- Sales tax tracking and filings (if applicable)
- Secure document upload portal
- Email and phone support
Business tax prep
S-corps, LLCs, partnerships, and sole proprietors
starting at $[price]
- Federal and state income tax returns
- Local and sales tax filings
- 1099 preparation and filing
- Year-end financial statements
- Tax planning review before year-end
- Audit support and IRS letter response
- E-file with confirmation
Payroll
Businesses with 1–25 employees
starting at $[price]/payroll run
- Direct deposit and pay stubs
- Federal and state payroll tax filings
- Quarterly 941 and state unemployment filings
- Year-end W-2s and 1099s
- New-hire and termination reporting
- Workers' comp coordination
- Garnishment and deduction handling
Included with every plan
A dedicated bookkeeper who learns your business
QuickBooks Online, Xero, or Wave setup and cleanup
Catch-up bookkeeping for prior months or years
Encrypted client portal for document upload
Monthly review call with your bookkeeper
Year-round access for tax questions
Fixed monthly price, no hourly billing surprises