Top-notch services that won’t drain your budget

Many bookkeeping services don’t align with what you truly need, making them cost more.  Now you can have the service you need at a price you can afford.

Get a bookkeeper that fits, with a price that's just right.

Select your plan or book a call to get a custom quote.

Simple / Sole Proprietor

$99 per month

Perfect for freelancers and independent contractors who file a Schedule C or simple 1120S

Standard / Single Member S-corp

$149 per month

Perfect for S-corp filers with one or two employees who need a full set of financial statements to file tax returns

Premium / Start-up

$299 per month

Perfect for seed funded or larger businesses with multiple accounts and more than a couple of employees

20 to 60 minute sessions

$89 for 30 minutes

Perfect for freelancers and independent contractors who file a Schedule C

3 easy steps

  • 1

    Welcome call

    Schedule an introduction call with your bookkeeper and get your custom quote.

  • 2

    Establish a bookkeeping platform

    Connect us with your platform, or we’ll set one up for you. We are compatible with all major online bookkeeping platforms such as Quickbooks or Wave.

  • 3

    Monthly balance statements and income sheets

    You’ll receive monthly statements to review and approve.


Pay only after first month

Outstanding value at an affordable rate

  • The same bookkeeper year after year

    Your bookkeeper gets to know you, making each month more and more effortless

  • A one-stop-shop: bookkeeping and tax strategy

    Our bookkeepers and tax advisors work together to maximize your business deductions

  • Financial analysis

    You’ll get insights into your business operations-opportunities to improve the profitability of your operations

Frequently asked questions

We believe in À La Carte up front pricing based on the number of forms we prepare for you. You can calculate your total cost on our pricing page. No Monthly Fees. No hidden state fees. No “bait and switch” up-charges like some other big name virtual tax prep companies.

The short answer is it depends on your unique tax situation. Just know we have you covered and our CPA’s will analyze your unique tax situation and recommend the optimal tax structure for you in the current and in future years.

The biggest obstacle to filing the S-Corp tax return (1120S) is having a complete income statement and balance sheet (if required). If you do your own bookkeeping, great, we will take your financial statements, if you need us to do bookkeeping we can help you with that as well. If you want to keep it simple and just fill in an income statement template yourself we can provide a template and guide you on what is deductible to your business.

If you have one or several brokerage accounts, are a casual trader or meet the IRS definition of a “Day Trader” you will need year-end brokerage statements detailing the results of your trades. Depending on your classification, you will be required to pay taxes, capital gains or possibly ordinary income. Regardless, we have you covered and can handle anything from casual traders or active day traders.