Bookkeeping, Financial
Reporting, and Taxes
We free up your time to expand and grow your
business by keeping your financials accurately up to date
business by keeping your financials accurately up to date
Accounting & Bookkeeping Packages
Essentials
$350
Per Month
-
Up to 100 transactions per month
-
Reconciliation for 2 bank/credit card accounts
-
Quarterly financial statements (Profit & Loss, Balance Sheet)
-
Basic tax compliance (Quarterly tax estimates)
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Email support only
Get Started
💼 For small businesses or solopreneurs with low transaction volume
Growth
$700
Per Month
-
Up to 250 transactions per month
-
Reconciliation for 4 bank/credit card accounts
-
Monthly financial statements
-
Basic payroll processing (up to 5 employees)
-
Quarterly tax planning strategy session
-
Phone & email support
Get Started
💼 For growing businesses with moderate transaction volume
Scale
$1,000
Per Month
-
Up to 500 transactions per month
-
Reconciliation for 6+ bank/credit card accounts
-
Weekly financial reports & insights
-
Payroll processing (up to 10 employees)
-
Full-service tax planning & compliance
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Budgeting & cash flow forecasting
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Unlimited support (phone, email, virtual check-ins)
Get Started
💼 For established businesses with high transaction volume
Optional Add-Ons:
🔹 Additional transactions: $100 per extra 100 transactions
🔹 Additional payroll employees: $25 per employee/month
🔹 Sales tax filings: $150 per filing
Tax Preparation & Filing
Basic
$500
-
Federal & 1 State tax return (Form 1040 + Schedule C)
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Standard deductions & credits applied
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E-filing & direct deposit setup
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Basic IRS correspondence support
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Additional K-1s: +$100 per partner/shareholder
-
Additional state return: +$150 per state
-
Payroll Tax Filings (if needed): +$200
Get Started
(For Sole Proprietors & Single-Member LLCs)
Basic+
$1,200
-
Federal & 1 State tax return (Forms 1120S, 1065, or 1120)
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K-1 preparation (up to 2 partners/shareholders)
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Basic tax planning recommendations
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E-filing & compliance review
-
IRS notice support (up to 1 hour)
-
Additional K-1s: +$100 per partner/shareholder
-
Additional state return: +$150 per state
-
Payroll Tax Filings (if needed): +$200
Get Started
(For S-Corps, Partnerships, & Multi-Member LLCs)
Premium
$2,500
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Everything in the Business Tax Filing package
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Advanced tax strategy & planning session (1 hour)
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Audit support & IRS correspondence (up to 3 hours)
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Quarterly estimated tax calculations
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State & local tax compliance review
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R&D Tax Credit Analysis: +$500
-
Entity Restructuring Consultation: +$750
Get Started
(For Growing Businesses & High-Income Earners)
ANNUAL Service
ANNUAL Service
$2500

starting
- Catch-up bookkeeping (up to 12 months)
- Reconciliation of bank, credit card, and loan accounts (up to 4 accounts)
- Categorization of transactions (up to 1,000 transactions)
- Financial statement preparation (Profit & Loss, Balance Sheet)
- Identification of discrepancies & adjustments
- Basic tax prep assistance (for year-end filings)
- One 60-minute consultation to review financials
- Additional transactions: +$250 per extra 500 transactions
- Extra bank/credit card accounts: +$100 per account
This one-time cleanup service is ideal for businesses that have fallen behind on bookkeeping or need accurate financials before tax season.
HOW IT WORKS
On-Boarding
Turn everything to us and get to know your bookkeeper
We audit your current books situation to determine how many accounts, what accounts, and what systems we need to put in place for your accounting system to be current.
work on your books
We take another burden off
your plate.
Once all information is turned to us, your books are now in our hands. We categorize, reconcile, and do other add-on tasks so you don’t have to.
receive reports
If you want to file taxes, we can help gather everything to get your books all squared for tax.
Compiling our reports for you on a monthly basis
Digital Bookkeeping for the Digital Entrepreneur
We provide bookkeeping and accounting help for all individuals, businesses and entreprenuers.
We understand you because we are you.
We understand you because we are you.
Coaches
& Consultants
Contractors
& Trade
Professional
Services
Freelancers
& Agencies
E-commerce &
Online Retailers
Retail
Benefits of Virtual Bookkeeping
Fulfills Legal Requirement
Better Decision Makers
Focus on Revenue generating activities
Prepped for Tax Season
Reduce Errors
