Bookkeeping + Tax

Affordable monthly plan β€” one-call setup.

Expert books + proactive tax without the big up-front bill. Pick your revenue tier, add what you need, and we’ll generate a quote PDF during your call.

Create Quote What’s included
Bookkeeping + Tax

Estimate your monthly price

Choose your revenue tier and add-ons in the form below. Totals update automatically.

Estimated monthly
$0
Estimated annual add-ons
$0

What’s included

  • Monthly after-the-fact bookkeeping (≀3 accounts / 200 transactions)
  • QuickBooks Online Essentials subscription
  • Monthly meeting with an accountant; quarterly extended reports
  • Unlimited email access to bookkeepers, accountants, CPAs, and tax advisors
  • Quarterly calls with tax coaches; annual 1099 reporting; tax estimate calculations
  • Annual tax preparation for up to two business returns + one personal return

Prefer to DIY?

$185/mo coaching plan with online learning, monthly webinars, two 1:1 sessions/year, quarterly group tax estimate calls, help implementing baseline strategies, and annual tax prep for one business + one personal.

Ask about DIY coaching
Estimates shown on this page are for planning purposes. Final pricing may adjust based on actual annualized revenue and selected services. Pricing is reviewed every 6 months.