Get clean, tax-ready books every month - without the headache, confusion or time drain.
No commitment - Cancel Anytime
Flat-Rate Monthly Pricing
Done-For-You
Most business owners come to us because they’re dealing with at least one of these:
• You’re constantly behind on your books
• Tax time feels stressful and uncertain
• You’re guessing instead of knowing your numbers
• You’re worried your books aren’t correct
• You’re tired of DIY spreadsheets and QuickBooks frustration
You shouldn’t have to choose between growing your business and keeping your books clean.
- Transactions categorized correctly
- Accounts reconciled
- Tax-ready books
Perfect for side-hustlers & new solo businesses who want simple, clean monthly books.
Monthly transaction categorization up to 75 transactions/month
Monthly account reconciliation
Monthly Income statement
Email support for tax questions
Perfect for busy solo entrepreneurs who want fully reconciled, tax-ready books every month.
Monthly transaction categorization up to 125 transactions/month
Monthly account reconciliation
Profit & Loss and Balance Sheet
Priority email support for tax questions
Perfect for small S-Corps & service businesses that need a bit more support and flexibility.
Monthly transaction categorization up to 200 transactions/month
Account reconciliation
Support for Stripe, Square, Paypal etc.
Year-end tax prep handoff package
Monthly financials
Your choice of a "bite-sized" CFO strategy session or tax advisory session annually
Owner S-Corp Payroll
We manage payroll setup and monthly oversight through your preferred payroll provider. You approve hours — we make sure it runs smoothly.
Starts at $39/month
Quarterly Tax Estimates
Get simple, accurate estimated tax calculations each quarter so you always know what to pay — no surprises, no stress. We handle the math and keep you on track with clear, easy-to-follow guidance.
+$15/month
Tax Advisory Session
Need expert answers without the overwhelm? Book a short, focused session with a tax pro anytime you need strategic guidance, clarity on deductions, or help navigating IRS rules. Friendly, practical tax advice — only when you want it.
+$75/session
1099 Filings
We prepare and file 1099s for your contractors, ensuring everyone gets the right forms on time. Smooth, accurate, and completely handled for you.
+$15/each
Catch-Up Bookkeeping
Behind on your books? We clean up prior months so you can start fresh and accurate going forward. Fast, judgment-free, and handled for you.
+$699 - one time fee
S-Corp Compliance Bundle
We prepare your books in the exact format your tax pro needs — organized, reconciled, and ready for your return. Saves hours and prevents back-and-forth at tax time.
+$69/month
CFO Advisory Session
Get a simple, easy-to-digest financial check-in at your request. No jargon — just the key numbers, trends and insights that matter so you always know how your business is performing and simple ideas to help you improve.
+$299/session
Sales Tax Filing
We handle your sales tax tracking and filings so you never worry about deadlines or penalties. Stress-free compliance without the learning curve.
+$25/state per month
Multi-Platform Payment Support
If you accept payments through Stripe, Square, PayPal, or multiple platforms, this add-on lets us keep all those streams synced with your QuickBooks Online account and reconciled flawlessly.
+$19/month
- You're not locked into long contracts
- Simple transparent pricing
No long-term contracts here. We simply pre-bill monthly and collect payment through a secure credit card authorization form. You’re always in control and free to cancel anytime.
Typically within 3–7 days.
Yes, we prepare books so tax time is smooth.
We handle your bookkeeping in QuickBooks Online, and our entire team is certified QuickBooks ProAdvisors, so you’re in expert hands. We also connect and support the platforms you already use like Stripe, Square, PayPal, Shopify, and major banks — keeping everything synced and running smoothly.
We offer catch-up bookkeeping — we’ll get you current.
