One flat monthly fee. A real quote, not a guess.
You get clean, CPA-reviewed books plus your business and personal tax returns, prepared and filed. What you pay depends on your books, so we quote one flat monthly fee after we have actually looked at them.
Is CPA review included in the flat monthly fee?
Yes. Every monthly plan includes books categorized, reconciled and reviewed by a CPA every month, plus your business and personal tax returns, prepared and filed. You pay one flat monthly fee, quoted after we have looked at your books, so the CPA review is never an extra charge. Add ons such as payroll are quoted separately.
Bookkeeping and tax, from two CPAs who answer.
Two licensed CPAs keep your books and file your business and personal taxes, and we answer your questions along the way. We keep your books clean, tax-ready, and explained in plain English every month, so every decision starts from real numbers.
How we arrive at your number.
Most bookkeeping stops at a closed month. You get clean, CPA-reviewed books and your business and personal tax returns prepared and filed, quoted as one flat monthly fee after we have looked at your books.
Three things drive the number: how many accounts and transactions you have, whether you carry inventory, and how far behind the books are. A clean set of books on one bank account is not the same job as eighteen months of catch-up across four accounts with inventory, so quoting you before we have looked would either overcharge you or set us both up for a bad conversation later.
So we look first. It starts with a free 30-minute call: then we go inside your QuickBooks, see what is actually there, and quote a flat monthly fee from what we find.
What’s included.
- ✓ Books categorized, reconciled, and CPA-reviewed every month
- ✓ P&L and balance sheet delivered every month
- ✓ Regular strategy meetings on a cadence that fits your business
- ✓ Email access to your CPA team between meetings
- ✓ Your business tax return, whether it’s a Schedule C, an S corp (1120-S), or a partnership (1065), plus your personal return, prepared and filed by the CPAs who keep your books
- ✓ Taxes set aside every month, so April is never a surprise
- ✓ $1 Million Tax Audit Defense on every return we file, plus identity theft restoration, at no extra cost
- ✓ Year-round, tax-ready books. No January scramble
Have a business partner or more than one owner? Your monthly fee covers the full business return for the whole company, no matter the entity, plus one owner’s personal return (a married couple filing jointly counts as one). Each additional owner or partner’s personal return is quoted separately.
Just need this year’s tax return, without the monthly relationship? We do that too. See how tax preparation works →
Already a client? Your pricing does not change.
Add what you need.
Some businesses need a little more. These are optional add-ons, quoted on your fit call.
- ✓ Profit First advisory: the pay-yourself-first cash system set up on top of your books, so you know what you can pay yourself.
- ✓ Payroll: run and reconciled with your books.
- ✓ Sales tax: tracked and filed for the states where you owe it.
What we don’t do (so there are no surprises).
We would rather be clear up front than have you find out later.
- ✗ We are not an audit or attest firm. We don’t issue audited or reviewed financial statements.
- ✗ We don’t build deep job-costing systems. For contractors we handle the bookkeeping and cash side cleanly; full project-cost accounting is outside the package.
30-day money-back guarantee. If your first month of completed books doesn’t meet your expectations, we’ll refund it, no questions asked. We’re confident enough in our work to put that in writing.
This pricing isn’t for everyone. That’s intentional.
We’re not the cheapest bookkeeping option and we never will be. If you’re shopping purely on price, we’re genuinely not your firm. Our pricing reflects two licensed CPAs reviewing your books, a boutique roster we cap on purpose, and your business and personal taxes handled by the same team that keeps your books. If you want your books to inform your decisions and your taxes handled without an April scramble, that’s exactly what this pays for.
Read more: what bookkeeping should cost as a percent of your revenue →
Not ready to commit to monthly? Start here.
Start with a free 30-minute call
30 minutes with a CPA about your books: what’s working, what’s broken, and what it would take to fix it. No pitch deck, no obligation.
Pricing questions, answered.
How much does your bookkeeping cost?
You pay one flat monthly fee, quoted after we have actually looked at your books. Three things drive the number: how many accounts and transactions you have, whether you carry inventory, and how far behind the books are. The first step is a free 30 minute call.
What is included in the monthly fee?
Every monthly plan includes books categorized, reconciled, and reviewed by a CPA every month, plus your business and personal tax returns prepared and filed. You also get a monthly profit and loss statement and balance sheet, regular strategy meetings, email access to your CPA team, and $1 Million Tax Audit Defense on every return we file.
Does the fee cover my business partners?
Your monthly fee covers the full business return for the whole company, plus one owner's personal return. A married couple filing jointly counts as one, and each additional owner or partner's personal return is quoted separately.
What add ons are available?
Profit First advisory, payroll, and sales tax are optional add ons, each quoted on your fit call. Payroll is run and reconciled with your books, and sales tax is tracked and filed for the states where you owe it.
Is there a guarantee?
Yes, there is a 30 day money back guarantee. If your first month of completed books does not meet your expectations, we will refund it, no questions asked.
Do I have to pay for a review before you take me on?
No. It starts with a free 30-minute call with a CPA. We look at your books before we quote one flat monthly fee, and if your books need a cleanup first, that is quoted on its own before any work starts. We no longer sell a paid diagnostic review.
Ready to get your number?
Book a free fit call. We’ll talk through your business and tell you honestly whether we’re the right fit.
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