Bookkeeping services designed to cover your basic financial reporting needs, conveniently billed on a monthly basis.
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Timely support and comprehensive Bookkeeping
*Emails are answered promptly, weekly client support is provided, and monthly bookkeeping and reconciliation ensure your records stay accurate and up-to-date.
- Accurate monthly books and year-end tax-ready financial packages
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P&L, Balance Sheet, 1099s
Only for 1099 reporting file.
Popular Addons
Full-service bookkeeping with income tax filing to manage your financials seamlessly. Billed monthly.
- Your own dedicated accountant
- Annual income tax filing: businesses (partnerships, S-corps, C-corps)
- Annual income tax filing: individuals (sole proprietors, contractors)
Popular Addons
Self-serve
Do your own bookkeeping with a modern accounting software. Billed monthly.
Fixed price
$78
.67 / Month
- Easy, step-by-step setup
- Full access to Accounting App
- Full access to Discuss App
- Full access to Documents App
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$95 - $125 per hour for support
*For Self-Service package users, support is available at $150 per hour, providing expert assistance as needed.
Jump Start and Jump Start + Tax Bookkeeping plans include a $500 setup fee for Odoo and $1,000 for QBO. The Self-Service plan for QBO and Odoo Accounting setup starts at $500.
For clients requiring a simple duplication of their Odoo database, our setup fee starts at just $100.
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Book to tax reconciliation
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New QuickBooks Online or Odoo setups
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Prior month or multi-year bookkeeping projects
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App integrations
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Chart of accounts creation & restructure
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Tax Planning
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Business Registrations
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Business and Individual Taxes
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Tax Defense Services
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Entity Structure & Advisory
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Research & Development Tax Credits
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Payroll Processing
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Time Tracking
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State & Local payroll registrations
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Software setup
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Bonus Payrolls
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Onboarding/Offboarding Employees & Contractors
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Monthly or quarterly filings
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Nexus studies
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State Registrations
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Avalara integration
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AR / AP
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Inventory Management
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Expense Management
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Third-party app integrations
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Projections & Forecasts
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Business & Financial Plans
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Consolidation Reporting
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Capital Deployment Strategy
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Strategic Growth and Vision