Essential
For lighter activity and organized monthly records.
- Always Accounted Access
- 1 bookkeeping hour
- Reconciliation and review
- Approval before extra time
Choose one, three or five bookkeeping hours each month. Every package includes Access; the team asks before adding extra time.
Tax work led by an Enrolled Agent. We are not a CPA firm.
Account count, transaction volume and record condition determine which package is realistic.
For lighter activity and organized monthly records.
For more accounts, transactions or month-end needs.
For higher activity across multiple accounts.
While bookkeeping is active, the package price includes Access. If you do not need bookkeeping the following month, switch your plan to Access in Billing and the next renewal is $9.99, or cancel membership completely.
Additional bookkeeping is $43.75 per 15 minutes. The team asks for your approval before adding time beyond the package.
A business with ten accounts or overdue periods may need a larger package or a separate cleanup scope.
The team confirms the realistic starting point before ongoing work begins.
No. Access is included in every displayed bookkeeping package price.
Additional time is $43.75 per 15 minutes and is added only after you approve it.
No. Included hours are for that billing month and do not roll over. If a month needs less time, the price is unchanged; if it needs more, additional time is only added after you approve it.
No. Monthly bookkeeping does not need a CPA. You would need a CPA firm only if a lender, investor or contract asks for audited or reviewed financial statements or another assurance report, and we will tell you if that applies. Our tax work, if you add it, is led by an Enrolled Agent. When you do need a CPA.
Answer seven plain-English questions. Complex or overdue books go to human review instead of an automatic sale.
General information only. Do not share personal financial information here.