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Get your business books ready for tax season. We help sort your records, check the numbers, and flag what still needs work.
What you pay today
You pay a $200 deposit now. It counts toward your full service fee. It is not an extra fee.
The full fee is estimated at $500–$1,500 or more. The price depends on your records and the work needed. We agree on the work, full price, balance due, and timing before we start.
What the work looks like
1. Share your records. After we agree to work together, we give you a safe way to send bank and card statements, receipts, and your current books. We confirm which months and accounts to review.
2. Review and sort. We check money coming in and going out. We review how items are grouped, such as sales, supplies, and travel. We ask about any items that are not clear.
3. Match the numbers. For the accounts we agree to check, we match your books to your bank and card statements. We look for missing items, repeat entries, or amounts that do not match.
4. Get a clear handoff. You receive the records we agreed to update, plus a list of open questions and next steps. You can see what is done and what still needs your input.
What is included?
We review your current-year records, check the agreed accounts, review expenses that need a clear label, and list any issues left to fix.
Tax return prep, filing 1099 forms, and major fixes for older years cost extra unless our written agreement includes them. A tax review or ongoing monthly support can be quoted on its own.
How long does it take?
Timing depends on the state of your records, how much work is needed, and our schedule. We confirm the time frame before work begins.
Get your business books ready for tax season. We help sort your records, check the numbers, and flag what still needs work.
What you pay today
You pay a $200 deposit now. It counts toward your full service fee. It is not an extra fee.
The full fee is estimated at $500–$1,500 or more. The price depends on your records and the work needed. We agree on the work, full price, balance due, and timing before we start.
What the work looks like
1. Share your records. After we agree to work together, we give you a safe way to send bank and card statements, receipts, and your current books. We confirm which months and accounts to review.
2. Review and sort. We check money coming in and going out. We review how items are grouped, such as sales, supplies, and travel. We ask about any items that are not clear.
3. Match the numbers. For the accounts we agree to check, we match your books to your bank and card statements. We look for missing items, repeat entries, or amounts that do not match.
4. Get a clear handoff. You receive the records we agreed to update, plus a list of open questions and next steps. You can see what is done and what still needs your input.
What is included?
We review your current-year records, check the agreed accounts, review expenses that need a clear label, and list any issues left to fix.
Tax return prep, filing 1099 forms, and major fixes for older years cost extra unless our written agreement includes them. A tax review or ongoing monthly support can be quoted on its own.
How long does it take?
Timing depends on the state of your records, how much work is needed, and our schedule. We confirm the time frame before work begins.