Perfect for attorneys, therapists, barbers, traveling nurses, truck drivers

Bookkeeping for Professionals

Includes:

• Monthly bookkeeping with all transactions categorized and reconciled

• Monthly financial statements (Profit & Loss, Balance Sheet, Cash Flow)

• Tax-ready books prepared throughout the year

• Quarterly check-ins to review your financials and tax position

• Proactive estimated tax notifications every quarter

• Quarterly estimated tax review so you don’t end up with large balances at year-end

• Discussion of expenses each quarter to ensure proper categorization and maximize deductions

• Support for attorneys, therapists, real estate agents, and other service providers

• Clear communication and straightforward guidance

• Simple, predictable monthly pricing

Perfect for small businesses needing up to 10 hours of bookkeeping a month

Includes:

• Monthly bookkeeping with full transaction categorization and account reconciliation

• Up to 10 hours of bookkeeping support each month

• Monthly financial statements (Profit & Loss, Balance Sheet, Cash Flow)

• Customized chart of accounts tailored to your business

• Tracking of business income, expenses, assets, and liabilities

• Quarterly financial review meetings

• Quarterly estimated tax reminders + tax projections

• Quarterly review of business expenses to ensure proper categorization and maximize deductions

• Support for business owners with employees or contractors

• Year-end tax preparation coordination (making your tax return smooth and accurate)

• Email support for bookkeeping and financial questions throughout the month

• Priority access to tax attorney

• Simple, predictable monthly pricing with no hidden fees

We provide expert tax return assistance for individuals and small businesses, ensuring your return is accurate, compliant, and optimized. Whether your situation is simple or complex, we prepare your tax return with precision and help you understand every step of the process.

Check our products page to pay for your tax return right away. If you are unsure which tax return is right for you, schedule an appointment and we can go over it.

Perfect for medium size businesses requiring up to 35 hours of bookkeeping support a month

Includes Everything in Growth, PLUS:

• Up to 35 hours of bookkeeping support each month

• Advanced reconciliation across multiple bank, credit, loan, or merchant accounts

• Monthly financial strategy meetings

• Cash flow analysis & monitoring

• Comprehensive profit, margin, and trend reporting

• Dedicated monthly advisory session (reviewing financial goals, budgeting, and tax positioning)

• Support for multiple revenue streams or departments

• In-depth expense analysis to improve profitability

• Priority support (same or next-business-day response)

• Quarterly estimated tax planning + projections

• Audit-ready books year-round

• High-volume transaction support

• Accounts payable & accounts receivable support

• Year-end tax preparation coordination with your tax return

• Simple, predictable monthly pricing with no surprise fees

Ideal For:

• Multi-revenue stream small businesses

• Businesses scaling their operations

• E-commerce brands or multi-platform sellers

• Law firms, clinics, real estate brokerages, or agencies

• Companies needing deeper financial oversight + strategy

• Businesses wanting both bookkeeping and financial guidance

Perfect for freelancers, gig workers, creators, and independent contractors

Includes:

• Monthly categorization of income and expenses (light transaction volume)

• Monthly reconciliation of bank and credit card accounts

• Tracking of business income from gig apps and freelance platforms

• Clean, organized books built for Schedule C tax filing

• Quarterly estimated tax reminders

• Quarterly income & expense review to prevent surprises at tax time

• Quarterly deduction review to ensure you're maximizing write-offs

• Year-end tax-ready financial statements

• Email support for bookkeeping questions

• Simple, predictable monthly pricing: no hidden fees

Ideal For:

• Uber/Lyft, DoorDash, Instacart, Grubhub

• Freelancers (designers, writers, VAs, consultants)

• Online sellers (Etsy, Shopify, eBay)

• Tutors, trainers, and solo service providers

• Creators and side-business owners