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Bookkeeping Plans

Choose the plan that fits you best

Perfect for new businesses earning under $100K/year

  • Monthly bookkeeping

  • 1 bank + 1 credit card

  • Quarterly Profit and Loss and balance sheet

  • Year-end tax-ready file

  • 1 brief quarterly check-in (15-20 min)

🟢 Includes $200 upgrade credit

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Start Smart plan
Starting at $450/month
Join the Starter Plan

Ideal for service-based-businesses ready to scale

  • Monthly bookkeeping & reporting

  • Up to 3 accounts (bank, CC)

  • 1099 support

  • CPA-reviewed financials

  • Quarterly check-in with a CPA

  • Performance metrics Dashboard

🟢 Most Popular Plan

Growth
Starting at $750/month
Book Now

For business owners needing strategy, cash flow,and hands-on and financial oversight

  • Everything in Growth Plan

  • Monthly 1-on-1 advisory call

  • Cash flow forecasting

  • Profit strategy review

  • Support for multi-entity setups

CFO Plan
Starting at $1,250/month
Request Intro Call

Additional Services

Quickbooks online(QBO) Setup & Training 

Perfect for new business owner who want clean books from day one

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  • QuickBooks Online setup + chart of accounts

  • Bank/credit card connection

  • One-on-one training session

  • Dashboard walkthrough
    🟢 Great for DIY bookkeepers

QBO Essentials

One-time $400
Get Setup

Perfect for business owners who want clean books and a clean tax return- without the guesswork

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  • Includes everything in QBO Essentials

  • Receipt capture & tagging tools

  • 1099 setup

  • Year-end financial review

QBO Pro+ Tax Ready

Starting at $750
Book Now
Tax Preparation & Bookkeeping Cleanup
🧾 Tax Preparation Services

Get fast, accurate, CPA-reviewed tax filing — tailored to your needs.

We handle:

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  • Individual Tax Returns

  • S-Corp and Partnership returns

  • State and multi-state filings

  • Late or amended returns


📅 Schedule a free consult for a personalized quote.

🧹 Bookkeeping Cleanup

For businesses behind on books or switching to QuickBooks.

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  • Monthly or yearly cleanup

  • Reconciliation of accounts

  • Fixing categorization issues

  • Preparing tax-ready reports

💬 Pricing:
Cleanup is billed at $125–$150/hour, depending on scope.
📅 We’ll review your books and provide an estimate before starting.

📦 Multi-Year Tax Cleanup

Behind more than one year? We offer bundled services to help you file multiple years at once, efficiently and affordably.

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Includes:

  • Filling of 2-5+ years of back tax returns

  • IRS transcript review & data matching

  • Refund recovery (if eligible)

  • Penalty reduction guidance

  • Secure digital document handling

 

💬 Private. Judgment-free. Result-driven

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