Books
$350 /month, from
Monthly bookkeeping for owners who already have a tax person.
- Bank and card reconciliations
- P&L and balance sheet by the 10th
- 15-minute review call each month
Services and fees
One monthly fee that covers the books, the returns and the questions in between. Build yours below and see every line.
Books + Tax
$425 /month, from
Everything in Books, plus the business return and quarterly estimates, billed monthly so April is just another month.
- Business tax return
- Quarterly estimates figured
- Year-round tax questions
Books + Tax + Payroll
$473 /month, from
For owners with a team. We run payroll, file the payroll taxes and send the W-2s.
- Payroll every week or two
- Payroll tax filings
- W-2s and 1099s in January
Build your fee
Pick what fits your business. The printout adds it up, with the yearly returns spread across twelve months.
Your monthly feeSample
Per month
What we do
Monthly bookkeeping
Every transaction categorized, every account reconciled, and the reports in your inbox by the 10th.
- Bank, card and loan reconciliations
- Profit and loss, balance sheet, cash flow
- Receipts matched from the app
- A 15-minute call to walk through it
Business tax returns
Schedule C, 1120-S and 1065 returns prepared from books we already closed, so nothing gets rebuilt in March.
- Federal and California returns
- Quarterly estimates figured and sent
- K-1s to partners and shareholders
- Letters from the IRS or FTB answered
Payroll
Weekly or every-other-week payroll with direct deposit, the payroll tax filings and the year-end forms.
- Direct deposit and pay stubs
- Quarterly 941 and California DE 9
- W-2s and contractor 1099s in January
- New hire reporting
Catch-up and cleanup
Behind by a year or two? We rebuild the books from bank statements first, then start the monthly plan.
- Quoted as one fixed price
- Past returns filed if missing
- Done before the monthly plan starts