Bookkeeping + Tax · Orlando and online
Monthly bookkeeping and your tax return, one price
Your books and your return, one monthly price.
We keep your books up every month and file your business return at the end of the year. Pick your setup below and the price shows up right away. No email required.
Build your price
A few quick questions, about 20 seconds.
Xero included for new clients. One-time onboarding $49–$599 based on cleanup.
Schedule my business returnYour first month ($200) is due when you book. Your business return is included, and booking holds your return date.
Which plan fits
Solo
A single-member LLC or sole proprietor who wants the books done every month and the return filed without a scramble.
Solo Plus
Everything in Solo, plus your quarterly filings, for owners who make estimated payments or file sales tax.
Maximum Value
An S-corp or partnership, with the business return and the extra reporting that comes with it.
Maximum Value Plus
Everything in Maximum Value, plus your quarterly filings.
What a month looks like
Reconcile
At month end we match your books to your bank and credit card statements.
Clean up
We fix anything that needs it in your chart of accounts or your automations, so next month runs cleaner.
Report
You get your reports and a short summary of what they mean.
Quarterly reviews are included, and any tax filings your plan covers get done along the way.
Your documents are shared through Cadence, which you have the moment you become a client. No receipt chasing. If you want to keep receipts, you can save them in your account.
What it can look like for a business like yours
One client sells through independent sales reps. We set up how each sale turns into a rep's paycheck.
- Every sale goes into one pipeline, with the price and cost filled in automatically.
- When a sale is confirmed, it flows to a commission tracker that figures each rep's pay from the profit on the sale.
- Reps get paid once the customer pays, and each rep's 1099 is ready at year-end.
What's included
Every plan includes
- Monthly reconciliation and reports you can actually read
- Annual bookkeeping cleanup
- Year-end financial summary
- Federal return filed (Schedule C, 1120-S, or 1065)
- Xero subscription
Plus plans and add-ons
- Quarterly filings and estimated taxes
- Priority support
- Payroll: $75/mo first person, $25 each after
- QuickBooks users: $30/mo credit
Questions people ask before they book
Do I have to switch from QuickBooks?
Nope. We'll work in your QuickBooks file and take $30 a month off. New clients start on Xero, and it's included.
Is there a setup fee?
Onboarding is $49 to $599, depending on how much cleanup your books need. You'll know the number before you start, and we waive it during some promotions.
Do I need to be in Orlando?
Nope. We work with clients online all over the country.
What if my situation is unusual?
The builder gets you close. If something about your business changes the number, we'll tell you before your plan starts.
Get your books off your plate.
Schedule your business return and we'll get you set up.