Essentials
For lean businesses and side operations that need clean, current books.
billed monthly · 100% tax deductible
- Dedicated bookkeeper
- Monthly reconciliation
- P&L and balance sheet
- Year-end tax-ready package
- Scheduled check-ins

Monthly bookkeeping from a CPA firm that also handles IRS problems. Dedicated bookkeeping support, tax-ready financials every month, and clear pricing you can see before you talk to anyone.
Every plan includes dedicated bookkeeping support and monthly financial statements. No setup fees and no per-transaction charges.
For lean businesses and side operations that need clean, current books.
billed monthly · 100% tax deductible
For established businesses that need books, reporting and answers on demand.
billed monthly · 100% tax deductible
Books and taxes handled by one firm, so nothing gets lost between them.
billed monthly · 100% tax deductible
Prices reflect businesses under $500K in annual revenue and standard transaction volume. Higher volume, multiple entities or inventory are quoted after a short call - you receive the number before work starts.
Monthly reconciliation and financial statements from a team that knows the business.
Books maintained in the form the return preparer needs, reducing year-end reconstruction.
Work stays in QuickBooks Online and remains exportable by the business.
A year of missing records is a project, not a subscription problem. We rebuild the books, prepare the overdue filing information and establish a monthly rhythm.
Quoted by month of backlog after a short review. Most projects begin at $299 per month of backlog, with a fixed quote before work starts.
Overdue returns and penalty questions stay with the same team rather than being handed to a new provider.
Business, volume and backlog reviewed with a plan and price.
Accounts connect and documents move through the secure portal.
Backlog is cleared and accounts align to the operation.
Books close, statements arrive and questions are addressed each month.
Plans start at $179 per month, with broader monthly support at $349 and a books-plus-tax plan at $529. QuickBooks support is $45 per hour, and annual billing saves 15%.
Catch-up bookkeeping reconstructs months or years that were not completed. We rebuild records, produce statements and prepare information needed for overdue returns.
No. We work in QuickBooks Online, including an account you already own, and your records remain exportable.
The bookkeeping and representation teams work within the same firm, so the response comes from professionals who understand the records.
Free consultation. Plain answers. A fixed plan before any work begins.
Schedule a consultationor call (614) 612-0062