Tax and Accounting Solutions for Individuals and Small Businesses
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Bookkeeping Services
Accurate Numbers First. Insight Where It Matters.
Our bookkeeping services are designed to provide more than reports.
Each tier is structured to meet a different need—from accurate financial records to
proactive insight and advisory-level understanding—so you always know where your
business stands and what the numbers are telling you.
Basic — Quarterly Accuracy
Ideal for
Business owners who want confidence that their financials are correct, prepared quarterly.
What’s Included
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Quarterly profit & loss statement (quarter and year-to-date)
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Quarterly balance sheet
What’s Not Included
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Monthly financial statements
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Cash flow statements
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Tax planning or advisory discussions
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Scenario analysis or forecasting
Turnaround
Within 30 days after the close of each quarter
Typical Monthly Investment Range
$500 – $600
Plus — Monthly Visibility
Ideal for
Business owners who want to stay up to date on their financial position with consistent monthly reporting.
What’s Included
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Monthly profit & loss statement (month and year-to-date)
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Monthly balance sheet
What’s Not Included
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Cash flow statements
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Tax planning or strategy discussions
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Scenario analysis or forecasting
Turnaround
Within 20 days after the close of each month
Typical Monthly Investment Range
$700 – $850
Advance — Financial Insight & Advisory Readiness
Ideal for
Business owners who want to understand their numbers—not just receive them.
This tier is designed for clients who value proactive insight, regular review, and informed decision-making throughout the year.
What’s Included
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Everything in Plus, plus:
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Quarterly financial statement review
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Single-member payroll processing
What’s Not Included
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Cash flow statements
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Setting up payroll with government agencies
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Tax return preparation
Turnaround
Within 15 days after the close of each month
Typical Monthly Investment Range
$1,000 – $1,200
Important Note on Pricing
Bookkeeping services are scoped intentionally to ensure accuracy, timeliness, and the appropriate level of involvement.
Pricing reflects:
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Transaction volume and complexity
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Number of accounts and integrations
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Frequency of reporting and review
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Advisory involvement and support level
Final pricing is confirmed after a brief review to ensure the service level aligns with your business needs.
Want Bookkeeping and Taxes Working Together?
Many clients choose to combine bookkeeping with tax preparation and planning for better clarity and fewer surprises.
Our Bundled Packages integrate financial reporting with business and individual tax services—creating a more complete, proactive experience.
→ Learn more about Bundled Services
Ready to Get Started?
If you’re looking for accurate financials with the right level of insight and support, we invite you to start the conversation.
Request a consultation to determine the best fit.