Monthly bookkeeping by an IRS Enrolled Agent — so your records don't just look right, they're built to minimize your taxes and survive any IRS scrutiny.
P&L, Balance Sheet, and Cash Flow Statement delivered by the 10th of every month — formatted so you can actually understand your numbers.
Every bank account and credit card reconciled monthly against your QuickBooks records — no unexplained discrepancies, no guessing.
We manage your QBO account directly — you keep read-only access to see your data any time, without having to touch it yourself.
A scheduled monthly call to review your numbers, answer questions, and flag anything unusual before it becomes a problem.
Every transaction is coded with tax implications in mind — not just for clean books, but for maximum deductions and IRS defensibility.
All documents shared through encrypted, secure portals. Your financial data never travels by unprotected email.
| Business Type | Monthly Transactions | Monthly Price |
|---|---|---|
| Sole prop / freelancer | Up to 75 transactions | $400–$600 |
| Small LLC / service business | Up to 150 transactions | $600–$900 |
| Growing S-Corp or LLC | Up to 300 transactions | $900–$1,400 |
| Active S-Corp with payroll | Up to 500 transactions | $1,400–$1,800 |
| High-volume / e-commerce | 500+ transactions | Custom quote |
| Real estate investor (per property) | Varies | $800–$1,500 base |
Not sure which tier fits? Book a free call and we'll assess your volume and quote accordingly.
Most real estate investors use a single bank account for all properties — and their "books" are a spreadsheet. That's fine until it isn't: passive activity rules, depreciation recapture, and 1031 exchanges require clean, property-level records going back years.
We set up your QuickBooks with individual classes or sub-accounts for each property, maintain your depreciation schedules, and ensure your books match your Schedule E every year — with no catch-up work at tax time.
Sample report for illustration purposes only.
Book a free 15-minute call. We'll assess your current situation and recommend the right package.