$30per client book, per month
Bookkeeping
recurs monthly- Works with the bookkeeping systems you already use
- Classification, reconciliation, and recurring journals done by AI
- Exceptions queued for review, with source links
Pricing
$40per prepared return, any form
Tax prep
billed once- One rate, any form: 1040, 1120, 1120-S, 1065
- Federal and state prep in a single workpaper trail
- Diagnostics and source-linked review before anything files
Tax practice management: client status, document tracking, workflow
included · $0
No per-form add-onsNo hourly billingNo per-seat chargesNo surprise charges
What determines your bill
Books recur monthly
One client entity’s books, connected through QuickBooks or Xero, is one book. A client with two entities is two books.
Practice management is included
Every bookkeeping subscription includes client status, document tracking, and workflow, at no additional charge. It is never a line on your bill.
There are no other charges
Bookkeeping is the only recurring line. There are no platform fees or onboarding charges. A return that takes more work to prepare still bills the same.
What a firm pays
Set the counts to match your firm. Bookkeeping bills monthly. Each return bills once after preparation.
Every figure is the two rates multiplied by your counts. There is nothing else on the bill. Past 2,000 returns a season, we price the volume together.
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Growing firm
A few staff, both service lines
$1,200/mo
+ $4,800 across the season, billed as returns are prepared
Billing questions, answered
Pricing, billing, and included services
One client entity's books, connected through QuickBooks or Xero. Each connected book is $30 per month. A client with two entities is two books.
