Clean books all year, for one monthly price
Most owners do not lose money on bookkeeping because they are bad with numbers. They lose it because the records fall behind. Taxes get harder, payroll mistakes cost money and a bank or lender asks for numbers you do not have. A monthly plan fixes that by making the work happen every month, not once a year in a panic.
Yadetsy Morales is a QuickBooks ProAdvisor and a tax preparer with an active IRS PTIN. The same person who keeps your books prepares your business tax return, so nothing gets lost between your bookkeeper and your tax preparer.
Three monthly plans
Each plan includes everything in the plan before it. The prices are starting prices. We give you the exact price before you start.
Essential: from $299 a month
- Monthly bookkeeping for up to 50 transactions and 2 accounts
- Bank and card reconciliation
- Monthly profit-and-loss report
Plus: from $499 a month
- Everything in Essential
- Payroll for up to 5 employees
- Sales tax returns
Complete: from $799 a month
- Everything in Plus
- Quarterly estimated taxes
- Year-end W-2 and 1099 forms
- Annual business tax return
- Annual compliance plan
- Quarterly strategy call
Also available on their own
| Service | Price |
|---|---|
| Annual Compliance Plan: annual report, license renewals and corporate data updates, with automatic renewal. Details | $199 a year, plus state fees |
| Year-end W-2 and 1099 forms | From $150 |
| Quarterly estimated taxes | $75 per quarter |
How it works, 100% virtual
- Message us. Send START by WhatsApp or book a call. Tell us about the business and we reply with your price and the next step.
- Upload your records. Use our secure client portal from your phone. You never need to visit an office.
- Review and sign. Check the work and sign electronically. We file and keep you informed.
Who the plans fit
The plans work for daycares, salons and barbershops, cleaning and landscaping companies, contractors, stores, food businesses and online businesses. If you have many more than 50 transactions a month, more than two accounts or more than five employees, tell us. We quote it as a custom price.
How billing works
Monthly plans are charged automatically on the 1st of each month to the card or bank account you give us. You can cancel with 30 days’ notice. Government and state fees are separate and are collected with your order.
Questions
Q01What if I have more than 50 transactions or more than two accounts?
The plan prices are starting prices. Tell us what you have and we give you the exact price before you start.
Q02Can you run payroll for my employees?
Yes. The Plus plan includes payroll for up to five employees. Year-end W-2 and 1099 forms are included in the Complete plan, or start at $150 on their own.
Q03Can I cancel?
Yes. Monthly plans can be cancelled with 30 days’ notice.
Q04Do you prepare my business tax return?
The Complete plan includes your annual business tax return. Otherwise, see our tax preparation prices.
Q05Do I have to visit an office?
No. Everything is done from your phone or computer, in English or Spanish.
General information, not legal advice. We do not represent clients before any government agency.