Real support. Not just software.
Work with people who understand your business and help you sort out bookkeeping questions throughout the year—not just when it’s time to file.
Don’t wait for an audit to organize your books.
Keep your expenses documented, deductions supported, and records tax-ready all year.
Plans from $99/month
Why Business Owners Choose Elite
We don’t wait until tax time to start looking out for you.
Don’t leave deductions behind.
Trucks, tools, materials, subcontractors—we know what expenses to look for and help keep them from getting overlooked at tax time.
Have the records to back it up.
We help keep your expenses documented and your records organized, so you’re better prepared to support your deductions if the IRS asks.
Choose the plan that fits your business.
Essentials
$99/month
Keep it simple.
Up to 25 transactions/month
Up to 2 financial accounts
- Monthly bookkeeping
- Bank and credit card reconciliation
- Basic transaction categorization
- Basic financial reports
For simple, low-activity businesses where the owner is comfortable keeping records organized.
Get StartedGrowth
$399/month
For a business that’s growing.
Up to 150 transactions/month
Up to 3 financial accounts
- Monthly bookkeeping
- Bank and credit card reconciliations
- Transaction categorization
- Monthly financial reports
- Year-end tax-ready books
For businesses with regular monthly activity that want the bookkeeping handled for them.
Get StartedProfessional
$599/month
For businesses with more moving parts.
Up to 300 transactions/month
Up to 5 financial accounts
- Advanced monthly bookkeeping
- Bank and credit card reconciliations
- Checks and complex transactions
- Payroll bookkeeping
- 1099 tracking and support
- Monthly financial reports
For established businesses with payroll, contractors, checks, crews, vehicles, or more complex activity.
Get StartedBusiness Growth Complete
$799/month
Bookkeeping + Year-Round Tax Guidance
Up to 500 transactions/month
Up to 6 financial accounts
- Advanced monthly bookkeeping
- Bank and credit card reconciliations
- Monthly financial reports
- Accounting software
- Estimated tax guidance
- Year-round tax planning
- Year-round tax-ready books
- Priority support
For established businesses that want more capacity and year-round tax guidance, not just bookkeeping.
Get StartedElite CFO
$2,500/month
Your financial support team.
Service level based on business scope and complexity
- Monthly bookkeeping
- Monthly financial reports
- Business tax return
- Year-round tax planning
- Accounting software
- Financial strategy
- Monthly strategy meetings
- Dedicated advisory support
Compliance, Handled.
Payroll · Sales & Use Tax · 1099s · Recurring filings
We help keep your business compliant throughout the year.
Financial accounts include business bank accounts and business credit cards covered by your monthly bookkeeping plan.
Plan Details & Limitations
Essentials — $99/month
Included
- Up to 25 monthly transactions and 2 financial accounts for one business entity.
- Monthly bookkeeping
- Bank and credit card reconciliation
- Basic transaction categorization
- Basic financial reports
Not Included
- Recording checks in QuickBooks.
- 1099 tracking and support.
- Business tax return preparation or filing.
- Year-round tax planning or estimated tax calculations.
- Advanced financial reporting or advisory services.
- Accounting software subscriptions and license fees.
- Payroll support, payroll processing and payroll tax filings.
Growth — $399/month
Included
- Up to 150 monthly transactions and 3 financial accounts for one business entity.
- Monthly bookkeeping
- Bank and credit card reconciliations
- Transaction categorization
- Monthly financial reports
- Year-end tax-ready books
Not Included
- Recording checks in QuickBooks.
- 1099 tracking and support.
- Business tax return preparation or filing.
- Year-round tax planning or estimated tax calculations.
- CFO-level financial advisory services.
- Accounting software subscriptions and license fees.
- Payroll support, payroll processing and payroll tax filings.
Professional — $599/month
Included
- Up to 300 monthly transactions and 5 financial accounts for one business entity.
- Advanced monthly bookkeeping
- Bank and credit card reconciliations
- Checks and complex transactions
- Payroll bookkeeping
- 1099 tracking and support
- Monthly financial reports
Not Included
- Business tax return preparation or filing.
- Year-round tax planning or estimated tax calculations.
- CFO-level financial advisory services.
- Accounting software subscriptions and license fees.
- Payroll processing and payroll tax filing. Payroll bookkeeping covers recording and reconciling payroll activity from reports supplied by you or your payroll provider.
Checks: Recording checks already issued in QuickBooks; no issuing checks or initiating payments. 1099 support: Contractor payment tracking and preparation support; form preparation and filing are separately quoted.
Business Growth Complete — $799/month
Included
- Up to 500 monthly transactions and 6 financial accounts for one business entity.
- Advanced monthly bookkeeping
- Bank and credit card reconciliations
- Monthly financial reports
- Accounting software
- Estimated tax guidance
- Year-round tax planning
- Year-round tax-ready books
- Priority support
Not Included
- Payroll support.
- Business tax return preparation or filing.
- Personal tax return preparation or filing.
- IRS notice representation and audit representation.
- Monthly CFO strategy meetings and Sales & Use Tax filings.
Business Growth Complete includes year-round tax planning and estimated tax guidance, but not business tax return preparation, payroll support, IRS representation or audit representation. Accounting software is included; platform and access are confirmed during onboarding.
Elite CFO — $2,500/month
Included
- Transaction volume and financial account coverage are agreed according to business scope and complexity; no standard transaction or account cap is advertised.
- Monthly bookkeeping
- Monthly financial reports
- Business tax return
- Year-round tax planning
- Accounting software
- Financial strategy
- Monthly strategy meetings
- Dedicated advisory support
- Business Compliance: Payroll, Sales & Use Tax, 1099s and recurring filings.
- Bank and credit card reconciliations and year-round tax-ready books within the agreed bookkeeping scope.
Not Included
- Personal income tax returns.
- Prior-year or amended tax returns.
- Extra strategy meetings or work beyond the defined engagement.
- Entities, states, registrations and filings outside the agreed engagement scope.
Annual business tax return: One annual federal and one applicable state business income tax return for the covered entity and agreed tax year. Preparation is included after 12 paid monthly installments; if needed earlier, it is quoted separately. Prior years and amendments are separate.
Strategy meetings: One meeting per month, up to 60 minutes. Additional meetings require a separate agreement.
Business Compliance: Payroll, Sales & Use Tax, 1099s and recurring filings are included within the agreed engagement. Before service begins, we confirm covered entities, states, registrations, filing types, frequency, payroll responsibilities and 1099 preparation/filing responsibilities. This is not unlimited coverage of every filing.
Software and advisory: Accounting software and dedicated advisory support are included for the covered business; platform, access and responsibilities are confirmed during onboarding.
Shared scope and definitions
Financial accounts: Business bank accounts and business credit cards covered by your plan. Standard plans cover no more than six accounts; Elite CFO coverage is based on the agreed business scope. Reconciliations apply to covered accounts only.
Transactions: Combined movements on covered bank and credit card statements plus additional cash transactions requiring entry. Duplicate imports count once. Transfers appearing on two statements contribute to both statement counts but are matched correctly and are not treated as income or expenses.
Checks: Recording checks already issued by you in QuickBooks, using your supporting information. No check issuing or payment initiation.
Payroll: Professional includes payroll bookkeeping: recording and reconciling payroll activity from supplied reports, not running payroll or filing payroll taxes. Business Growth Complete does not include payroll support. Elite CFO includes payroll support within its agreed Business Compliance scope. Essentials and Growth do not include payroll support.
1099s: Professional includes contractor payment tracking and support; preparation and filing are separately quoted. Elite CFO includes 1099 services within its agreed Business Compliance scope. No global 1099 exclusion applies to Elite CFO.
Software: Accounting software is included in Business Growth Complete and Elite CFO. Essentials, Growth and Professional exclude software subscriptions and license fees.
Tax support: Business Growth Complete includes tax planning and estimated tax guidance; business tax return preparation is separate. Elite CFO includes the business tax return subject to the annual-return condition above. Tax-ready bookkeeping alone does not include tax preparation or representation.
Separate work: Catch-up bookkeeping, prior-period cleanup, IRS/state notice representation, collection representation, audit representation and payment initiation are outside monthly plan coverage. Work beyond the agreed scope requires a separate agreement.
Not sure which plan fits?
Answer a few quick questions or submit your bank statements and we’ll recommend the right level of service.
Let’s find your next step.
Tell us how to reach you. Our team will confirm the scope before you commit.
Books behind? Taxes past due? Worried about the IRS?
You don’t have to figure this out alone. We’ll catch up your books and get your records ready for taxes—with an Enrolled Agent reviewing the work.
A clear timeline. Personal attention. No judgment.
Get a Catch-Up QuoteReal feedback from our clients.
“She not only prepares my taxes but also helps me stay on top of my bookkeeping…”
Frequently asked questions.
How do I get started?
Choose a plan or take the quiz. Our team confirms your needs and next steps before service begins.
Can I speak with someone first?
Yes. Call 659-901-1693 or use Schedule a Consultation to choose a time.
How do I share my bank statements?
Choose Submit Bank Statements to request secure portal access. Our team will provide upload instructions; do not email sensitive statements.
When will I receive my reports?
Reports follow the monthly close and reconciliation. We confirm your delivery schedule during onboarding.
Can we work together remotely or in Spanish?
Yes. We support clients remotely and provide service in English and Spanish.