Bookkeeping, Financial
Reporting, and Taxes

We free up your time to expand and grow your
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)
  • Email support only

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

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
  • Budgeting & cash flow forecasting
  • Unlimited support (phone, email, virtual check-ins)

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)
  • Standard deductions & credits applied
  • E-filing & direct deposit setup
  • Basic IRS correspondence support
  • Additional K-1s: +$100 per partner/shareholder
  • Additional state return: +$150 per state
  • Payroll Tax Filings (if needed): +$200

Basic+

$1,200
  • Federal & 1 State tax return (Forms 1120S, 1065, or 1120)
  • K-1 preparation (up to 2 partners/shareholders)
  • Basic tax planning recommendations
  • 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

Premium

$2,500
  • Everything in the Business Tax Filing package
  • Advanced tax strategy & planning session (1 hour)
  • Audit support & IRS correspondence (up to 3 hours)
  • Quarterly estimated tax calculations
  • State & local tax compliance review
  • R&D Tax Credit Analysis: +$500
  • Entity Restructuring Consultation: +$750

ANNUAL Service

ANNUAL Service

$2500


starting

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.

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

Access to detailed financial reports