Your dedicated bookkeeper, for up to 65% less

Save time and money with your own personal accountant — at a significantly lower cost than an in-house accounting team.

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Save up to 25%

Bookkeeping

Bookkeeping to cover your basic financial reporting needs. Billed annually.

$ 175 / Month
  • Include a $300 setup fee
  • Unlimited communication with your bookkeeping team
  • Full access to Accounting App
  • Full access to Discuss App
  • Full access to Documents App
  • Free receipt photo-capture App
  • 200 Free AI-Powered OCR recognitions for your bills, receipts, or documents.

    *Optical Character Recognition (OCR) uses AI to automatically process receipts and bills, eliminating the need for manual data entry.

  • Accurate monthly books and year-end tax-ready financial packages
  • P&L, Balance Sheet, 1099s

    Only for 1099 reporting file.

Bookkeeping & Tax

Full-service bookkeeping with income tax filing to manage your financials seamlessly. Billed annually.

$ 275 / Month
  • Include a $300 setup fee
  • Your own dedicated accountant
  • Full access to Accounting App
  • Full access to Discuss App
  • Full access to Documents App
  • Free receipt photo-capture App
  • 200 Free AI-Powered OCR recognitions for your bills, receipts, or documents.

    *Optical Character Recognition (OCR) uses AI to automatically process receipts and bills, eliminating the need for manual data entry.

  • Annual income tax filing: businesses (partnerships, S corps, C corps)
  • Annual income tax filing: individuals (sole proprietors, contractors)

Self-service

Do your own bookkeeping with a modern accounting software. Billed annually.

$ 59 / Month
  • Easy, step-by-step setup
  • Full access to Accounting App
  • Full access to Discuss App
  • Full access to Documents App
  • 200 Free AI-Powered OCR recognitions for your bills, receipts, or documents.

    *Optical Character Recognition (OCR) uses AI to automatically process receipts and bills, eliminating the need for manual data entry.

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Bookkeeping

Bookkeeping to cover your basic financial reporting needs. Billed monthly.

$ 219 / Month
  • Include a $300 setup fee
  • Unlimited communication with your bookkeeping team
  • Full access to Accounting App
  • Full access to Discuss App
  • Full access to Documents App
  • Free receipt photo-capture App
  • 200 Free AI-Powered OCR recognitions for your bills, receipts, or documents.

    *Optical Character Recognition (OCR) uses AI to automatically process receipts and bills, eliminating the need for manual data entry.

  • Accurate monthly books and year-end tax-ready financial packages
  • P&L, Balance Sheet, 1099s

    Only for 1099 reporting file.

Bookkeeping & Tax

Full-service bookkeeping with income tax filing to manage your financials seamlessly. Billed monthly.

$ 345 / Month
  • Include a $300 setup fee
  • Your own dedicated accountant
  • Full access to Accounting App
  • Full access to Discuss App
  • Full access to Documents App
  • Free receipt photo-capture App
  • 200 Free AI-Powered OCR recognitions for your bills, receipts, or documents.

    *Optical Character Recognition (OCR) uses AI to automatically process receipts and bills, eliminating the need for manual data entry.

  • Annual income tax filing: businesses (partnerships, S corps, C corps)
  • Annual income tax filing: individuals (sole proprietors, contractors)

Self-service

Do your own bookkeeping with a modern accounting software. Billed monthly.

$ 74 / Month
  • Easy, step-by-step setup
  • Full access to Accounting App
  • Full access to Discuss App
  • Full access to Documents App
  • 200 Free AI-Powered OCR recognitions for your bills, receipts, or documents.

    *Optical Character Recognition (OCR) uses AI to automatically process receipts and bills, eliminating the need for manual data entry.

Switching from QuickBooks is simple

We’ll smoothly migrate your historical data, ensuring uninterrupted operations for your business.

We’ll match you with a dedicated professional who treats your business like their own, backed by our M7 Advisors team for tax expertise and additional support.

Benefit from a fixed monthly rate with no unexpected price hikes.

Bookkeeping that drives Profit and Efficiency

Results are the only thing that matters, and our results are always measured by accurate bookkeeping, full compliance, and maximizing financial efficiency to generate profit, boost cash flow, save you money, and drive your business to new heights of growth and success

1

Facing Cash Flow Challenges?

Let’s be honest, no one likes paying more tax than than you need to. Our ‘Tax-Saving Strategies System’ ensures you can use several legal tax reduction strategies that are available to you and we are certain you won’t currently be using or even be aware of them.

2

Overpaying on Taxes?

 

It can be sole destroying to work incredibly hard all year to then find you have made a small profit or even a loss. We work with you and apply the ‘Profit Maximization System’ to increase your profit. You’ll be surprised what can be achieved across your business as you systematically apply each strategy.

3

Facing Cash Flow Challenges?

Our ‘Cash Flow Optimization System’ enables us to work together to improve your cash position no matter where it is today. Often it takes just a few tweaks to significantly improve your cash position on an ongoing basis, so you never have to worry about cash again.

Why accounting and Bookkeeping Matter?

✔️Problems solved

Trusted by industry leaders:

Gotech: A Case of Success

"Ultimately, the success of any service provider is measured by results, and Marcos has consistently delivered exceptional outcomes.Our firm has seen substantial improvements in financial accuracy, organization, and efficiency since we began working with him. More importantly, the Return On Investment (ROI) has been outstanding. The streamlined bookkeeping processes and enhanced financial clarity we’ve gained have far exceeded the value of the investment we’ve made in his services, driving both business growth and long-term savings."

Need help with Bookkeeping? Start Here

Business owners often realize it's time to hire a professional bookkeeper when they find themselves staying up late, struggling to stay on top of bookkeeping tasks. By then, their financial records are usually disorganized, and they may not even know they’re overpaying in taxes. Bringing in a bookkeeper helps restore order, offering clearer insight into income and expenses, and ensuring accurate financial management that can save money in the long run. That's where we come in!

To someone unfamiliar with the profession, bookkeepers and accountants may appear to have similar roles, as both handle financial records for businesses. However, the distinction between the two is much more complex and nuanced than it might seem at first glance. To truly understand the value each brings to your business, it's important to grasp the specific responsibilities of both positions. For a detailed breakdown of their roles, click here for a comprehensive guide to both professions.

 
 

Outsourcing your bookkeeping to a professional has many benefits. Primary among these benefits is preserving the integrity of your books.

Beyond that, outsourcing your bookkeeping to a professional helps to ensure that you are paying the proper amount in taxes, maximizing your profitability, and most importantly, that you have more time to focus on the day-to-day operations of your business.

It's generally best to separate bookkeeping and tax preparation duties. While some tax preparers offer bookkeeping services, they typically specialize in tax law, not the detailed financial reporting that bookkeepers handle. Tax preparers tend to charge more for bookkeeping, and their focus is on tax returns. Bookkeepers, however, provide timely reports that help business owners track performance and profitability.

By using both professionals, you gain the expertise of two specialists—ensuring accurate records and efficient tax filing while maintaining a system of checks and balances.

There are several ways that you can transfer data and materials to us. You can use regular mail to send us receipts. You can drop them off at our office, or scan and e-mail them. Many clients find that it’s easiest to provide us with read-only access to their online bank statements and credit card statements. Additionally, if they want very detailed books that show everything purchased, sending us their receipts is best.

However, if they just want categories tracked and are less interested in the individual details, then the online banking system works well.

Get a free call today