Services & Pricing
Clear startingrates.
Monthly bookkeeping, tax preparation, and additional services. All prices are starting rates and may vary based on complexity, additional filing requirements, or other services needed.
Based in San Bernardino, serving clients anywhere, in person locally or virtually, in English and Spanish.
Monthly bookkeeping
Packages
Starter
from $300/mo
- Up to 2 bank/credit card accounts
- Up to 50 monthly transactions
- Monthly transaction categorization
- Bank and credit card reconciliations
- Monthly financial statements
Growth
from $650/mo
- Up to 4 financial accounts
- Up to 150 monthly transactions
- Everything in Starter
- Monthly financial summaries
- Tracking unpaid customer invoices and vendor bills.
- Quarterly financial review
Premium
from $1,200/mo
- Up to 8 financial accounts
- Up to 300 monthly transactions
- Everything in Growth
- Monthly financial review meeting
- Cash-flow reporting
- Priority support
Tax preparation
Starting prices
The final quote depends on the complexity of the return.
Additional services
Cleanup, setup & planning
Bookkeeping Cleanup
custom quote
Catch-Up Bookkeeping
custom quote
QuickBooks Online Setup
from $250
Tax Planning Consultation
from $150
Business Tax Consultation
custom quote
All prices are starting rates and may vary based on complexity, additional filing requirements, or other services needed.