Bookkeeping and Tax Services
Simple pricing for straight forward, clean bookkeeping and tax prep.  
Basic Bookkeeping Package
 $300/month
(billed monthly)
For growing businesses
About 1 bank account
About 1 credit card
Up to 200 transactions per month
Includes:
- Email and phone support
- Periodic financial statements
- Sales tax filing (if necessary)
- Annual statements for tax prep
- Keeper.app subscription
- 2 free 1099-NEC/MISC filings
Advanced BookkeepingPackage
 $600/month
 (billed monthly)
For established businesses
About 2 bank account
About 2 credit card
Up to 350 transactions per month
Includes:
- Email and phone support
- Periodic financial statements
- Sales tax filing (if necessary)
- Annual statements for tax prep
- Accounts payable management
- Accounts receivable management
- QBO Essentials Subscription
- Keeper.app subscription
- 2 free 1099-NEC/MISC filings
Awesome Bookkeeping Package
 $900/month
(billed monthly)
For established businesses
About 3 bank accounts
About 3 credit cards
Up to 500 transactions per month
Includes:
- Email and phone support
- Periodic financial statements
- Sales tax filing (if necessary)
- Annual statements for tax prep
- Accounts payable management
- Accounts receivable management
- QBO Plus Subscription
- Keeper.app subscription
-2 free 1099-NEC/MISC filings
- W-9 tracking for all contractors
- Custom reports
- Business tax prep
- 2 individual tax return preps
Add-On Services
Use these additional services to customize your basic bookkeeping package.   
1-Hour Chat
 $100/month
 Discuss financial statements produced every month.
Can be a quarterly chat.
1099 Preparation
 $25/1099-NEC*
 Includes filing by Jan 31st, 2026
*Set-up Fee of $100
Deadline Jan 22, 2026
Accounts Payable
 $125/month+
 Manage your bills and invoices. 
Includes a Hubdoc subscription and 25 bills per/mo.
Catch-Ups
 Price varies
 Bookkeeping fallen behind a few months?
(Sign up for monthly services and get a 50% discount)
Clean-Ups
 Price varies
 Are your books a mess you don't know how to fix?
(Sign up for monthly services and get a 30% discount)
QuickBooks Online Services
Use these QuickBooks Online specific services to update your bookkeeping methods, files and software.  
QuickBooks Online Setup
 $225
 For setting up your QBO file
QuickBooks Setup - $225
Set up a new QuickBooks Online file for your business
QuickBooks Online File Diagnostic
 $100
 For diagnosing your QBO File
QuickBooks File Diagnostic (For Clean-Up Assessment)- $100
