Money in the bank. Bills still coming.
Understand your income, expenses and financial reports before deciding what the business can spend.
MONTHLY BOOKKEEPING FOR SERVICE BUSINESSES
Bookkeeping done for you.
Monthly bookkeeping, reconciliations and financial reports so you can see what your business is really making.Monthly bookkeeping, reconciliations and tax-ready financial reports.
Plans starting at $199/month
Bookkeeping Light: for businesses with annual revenue of $250,000 or less.
Enrolled Agent support · English & Spanish
REAL BUSINESS PROBLEMS
The bank balance doesn’t tell the whole story.
Busy months. Books left behind.
Bring missing months up to date and resolve transactions that need a second look.
Business and personal mixed together.
Separate and categorize activity so your reports reflect the business.
Tax time brings unanswered questions.
Get reconciled records and tax-ready financials instead of a year of loose ends.
WHAT WE DO
The work behind useful books.
Monthly bookkeeping
Income and expense tracking, transaction categorization and ongoing organization.
Reconciliations
Bank and credit card activity checked against statements.
Financial reports
Monthly profit and loss and financial reporting for better informed decisions.
Catch-up & cleanup
Past months completed and existing records reviewed. Quoted after we assess the work.
Tax-ready books
Organized financial records to support tax preparation.
Year-round support
Questions answered by the Elite team throughout the year.
HOW IT WORKS
A simple way to get started.
Answer a few questions
Tell us about your business and the support you need.
See your recommended option
Review a starting plan and price, with scope confirmed by our team.
Get started
Continue online to schedule your call or speak with our team.
Monthly bookkeeping plans
No surprises. Clear pricing. Monthly bookkeeping handled by your Elite team.
Choose monthly service or get help with past months.
Bookkeeping
Reliable bookkeeping for your growing business.
Regular monthly price $499Current monthly price $399/mo
Get started
What’s included
- Accurate books and year-end tax-ready financials
- Unlimited access to your bookkeeper by phone, message, and video call
Bookkeeping + Tax
Full-service bookkeeping plus income tax filing & advisory.
Regular monthly price $799Current monthly price $649/mo
Get started
What’s included
- Everything in Bookkeeping
- Licensed tax professionals
- Up to four tax advisory calls annually
- End-to-end business tax filing
Bookkeeping Light
Reliable bookkeeping for your micro business.*
*For businesses with $250K a year or less in revenue.
Regular monthly price $249Current monthly price $199/mo
Get started
What’s included
- Accurate books and year-end tax-ready financials
- Unlimited access to your bookkeeper by phone, message, and video call
Prefer to pay for the year?
Bookkeeping
Twelve monthly payments total $4,788Annual payment $3,830/yr
One payment for 12 months
Get startedBookkeeping + Tax
Twelve monthly payments total $7,788Annual payment $6,230/yr
One payment for 12 months
Get startedBookkeeping Light
Twelve monthly payments total $2,388Annual payment $1,910/yr
One payment for 12 months
Get startedCatch-up bookkeeping
Behind on your books? Get your records organized, reconciled, and ready for taxes. We’ll review the months and accounts that need attention and provide a personalized quote.
Get a quoteFIND YOUR STARTING POINT
Which bookkeeping option fits?
Three quick questions. No contact details needed.
This is a starting recommendation. We confirm scope, eligibility and any catch-up work before you commit.
Trusted for personal attention and reliable support.
“I truly appreciate how reliable and efficient she is, it takes so much stress off my plate.”
A FEW COMMON QUESTIONS
Before you get started.
What is included in monthly bookkeeping?
Monthly bookkeeping, bank and credit card reconciliations, financial reports and tax-ready books. We confirm your accounts and service scope before starting.
What if my books are behind?
We offer catch-up and cleanup work. Pricing depends on the months, accounts and condition of the records; your quote is confirmed separately.
Is tax filing included?
Tax filing and advisory are included in the Bookkeeping + Tax package. The Bookkeeping and Bookkeeping Light plans provide tax-ready books; tax preparation is a separate service.
Can I keep my current accounting setup?
We review your existing setup and explain any changes before work begins. Software access and requirements are confirmed during onboarding.
Can I speak with someone in Spanish?
Yes. Our team offers support in English and Spanish.