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Upfront Pricing
Explanation of Pricing for Bookkeeping Services
Monthly Bookkeeping Services - Starting Price $150/month
Record up to 150 transactions per month (income + expenses) and reconcile up to 2 bank/credit accounts. Includes financial summary and monthly report.
Expanded Monthly Bookkeeping - Starting Price $250/month
For busier businesses with 151–400 transactions/month or 3–5 accounts.
Catch-Up or Clean-Up Work - $250/month
Bring past months or years up to date. Includes categorization, reconciliation, and reports.
Quarterly Review - $125/quarter
For DIY bookkeepers who want a professional review each quarter (up to 400 entries).
Financial Reports & Tax Prep Support - $100 Flat
Year-end balance sheet, income statement, and tax-ready documentation.
📝 Each “transaction” means one income, expense, or transfer entry posted to your books. Additional entries can be added for $0.50 each or by upgrading your plan.
Explanation of Pricing for Tax Preparation Services
We offer both Mobile and Virtual tax preparation options for your convenience.
All returns include secure e-file submission and post-filing support.
Virtual Tax Preparation - Starting at $120 basic
Upload your documents securely, complete a short intake form, and review your return by phone.
Mobile Tax Preparation - Starting at $150 basic + travel fee (if outside of Midland)
In-person service at your home or office. Perfect for those who prefer face-to-face review.
Itemized / Complex Returns - Starting at $175 - $275
Includes Schedule A (itemized deductions) or Schedule C (self-employed income).
Small Business Return (LLC/Sole Proprietor) - Starting at $275 - $400
Includes Schedule A (itemized deductions) or Schedule C (self-employed income).
State Return (if applicable) - Starting at $60
For out-of-state clients and those working out of state needing a state filing.
Explanation of Pricing for Bundled Support Packages
Entrepreneur Essentials - Starting at $1,200/year
Monthly bookkeeping (up to 150 transactions) + $400 credit towards annual tax return. $1,200 for 1-time yearly payment.
Payment Plan Options:
- Yearly $1,200 for once per year
- Biannual $1,400 for (2) $700 payment per year
- Quarterly $1,300 for (4) $325 payments per year
- Monthly $1,800 for (12) $150 payments per year
Home Hustle Plan - $900/year
Quarterly bookkeeping (up to 400 entries) + $400 credit towards tax prep for one business.
Monthly bookkeeping (up to 150 transactions) + $400 credit towards annual tax return. $1,200 for 1-time yearly payment.
Payment Plan Options:
- Yearly $900 for once per year
- Biannual $1,000 for (2) $500 payments per year
- Quarterly $1,100 for (4) $275 payments per year
Senior Support Plan
Simple annual return + optional mobile visit
TRANSPARENT PRICING PROMISE
All quotes are confirmed after a brief document review.
If your monthly entries or accounts exceed your plan, we’ll let you know before adding any additional fees.