Your books and your return, one monthly fee
We close your books every month and file the return at year end, so the people doing your taxes are the people who already know your numbers. Flat fee, no hourly billing, no surprise invoice in April.
- QuickBooks Online or Xero
- Books closed before the 20th
- Named accountant on your file
- Month to month, 30 days' notice
Pick the one that matches your volume
Every package includes the bookkeeping and the business return. The difference is how much volume is covered, how much tax work comes with it, and how fast you hear back from us.
For owner-operators who need clean books and a return filed on time.
- Monthly bookkeeping: record, categorize, reconcile
- Business tax return, federal and one state
- Monthly P&L, balance sheet and cash flow
- Deadline tracking and a reply in two business days
For established businesses with payroll, 1099s and a few moving parts.
- Everything in Core, at higher volume
- Owner's personal 1040 included
- 1099 filing, sales tax returns and payroll processing
- Quarterly review call and a reply in one business day
For businesses where the numbers drive a decision every month.
- Everything in Complete, on accrual basis
- Monthly management meeting and KPI dashboard
- Year-end tax projection and reasonable salary review
- Same business day response, full-day US overlap
Prices start where the scope above is a fair description of the work. One entity, one state and books that are current are the baseline. Extra entities, extra states and a backlog to clear are priced separately on the add-ons page.
What is in each package
The full line-item list, so nobody has to ask what is and is not covered.
| Service | CoreFrom $349/mo | CompleteFrom $649/mo | AdvisoryFrom $1,149/mo |
|---|---|---|---|
| Bookkeeping and month-end close | |||
| Record, categorize and reconcile every transaction | |||
| Transactions included each monthBank and card lines, not invoices or bills | 125 | 400 | 1,000 |
| Bank and credit card accounts reconciled | Up to 2 | Up to 5 | Unlimited |
| Books closed and delivered by | 20th | 15th | 10th |
| P&L, balance sheet and cash flow statement | Monthly | Monthly | Monthly |
| Accounts receivable and payable aging | — | ||
| Fixed asset register and depreciation schedule | — | ||
| Accrual adjustments, prepaid and accrued schedules | — | — | |
| Class, location or project level reporting | — | — | |
| Signed-off close checklist shared with you | — | ||
| Tax compliance | |||
| Business return, federal and one stateForm 1120-S, 1065 or 1120 | |||
| Owner's individual return, federal and one stateForm 1040 with the K-1 from the business | — | ||
| Form 1099-NEC and 1099-MISC preparation and e-filing | — | Up to 10 | Up to 25 |
| Sales and use tax returns where you are registered | — | 1 state | Up to 3 states |
| Annual state report and franchise tax filing | — | ||
| Quarterly estimated tax calculations | — | ||
| Extension filing and deadline tracking | |||
| Advisory | |||
| Walkthrough of the return once it is filed | — | ||
| Prior year against current year comparison | — | ||
| IRS and state notice responseAudit representation is an add-on | — | ||
| Year-end tax projection before December 31 | — | — | |
| Reasonable officer salary review for S corporations | — | — | |
| Management meeting on the month's numbers | — | Quarterly | Monthly, 60 min |
| KPI dashboard and budget against actual | — | — | |
| Rolling 13-week cash flow forecast | — | — | |
| Support | |||
| Named accountant who stays on your file | |||
| Response time on email and chat | 2 business days | 1 business day | Same business day |
| Overlap with US business hours | 4 hours | 6 hours | Full working day |
| Short questions by email and chat | Limited | Unlimited | Unlimited, priority |
| Platform | |||
| QuickBooks Online or Xero subscription managed for you | |||
| Encrypted document portal and e-signature | |||
| Receipt capture and bill approval workflow | — | ||
| Payroll run through Gusto or ADP | — | Up to 5 staff | Up to 15 staff |
| Annual export pack: books, returns and workpapers | |||
Catch-up bookkeeping, extra states, extra entities, larger payroll and audit representation are all available. They are priced on the add-ons page rather than buried in a tier.
Not sure which one fits?
Count the lines on one month of bank and card statements. That number decides it more reliably than revenue does.
Under 125 lines a month
One or two accounts, no payroll, no sales tax. Core is built for exactly this, and nothing in Complete would get used.
125 to 400 lines a month
Staff on payroll, contractors to 1099, maybe sales tax. Complete covers the filings that come with having people.
400 lines a month and up
Several accounts, accrual reporting, a lender or investor who wants numbers. Advisory covers the close and the conversation about it.
Questions people ask before signing
What counts as a transaction?
One line on a bank or credit card statement. Invoices you raise, bills you enter and transfers between your own accounts are not counted. If you go over the limit two months running we will tell you and quote the next tier rather than invoice you quietly.
My books are behind. Can you still take me on?
Yes. We clear the backlog first as a separate fixed-fee project, then the monthly package starts from a clean opening balance. Catch-up is quoted per month of backlog on the add-ons page.
Is there a setup fee?
A one-time onboarding fee of $250 covers the chart of accounts review, connecting your feeds and reading last year's return. It is waived if you prepay twelve months.
What if I want to leave?
Thirty days' notice, no exit fee. You get the full export pack: QuickBooks or Xero file, every return we filed, and the workpapers behind them.
Send us last year's return and one month of statements
We will come back with the tier that fits, the exact fee, and what the first ninety days look like. No charge for the scoping call.