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Services & Prices
At The Bookkeeping Way, we offer a variety of financial services to simplify your life and help you stay on top of your finances. Below is a breakdown of our services, what they include, and our competitive 2025 pricing.
Cost:
Starter Plan – $300/month
Ideal for solo entrepreneurs or small businesses with straightforward financial needs.
Includes:
Monthly reconciliation for up to 2 bank/credit card accounts
Basic financial reports (Profit & Loss, Balance Sheet)
Quarterly tax estimate preparation
Email support
Growth Plan – $550/month
Designed for growing businesses requiring more comprehensive support.
Includes:
Reconciliation for up to 4 accounts
Detailed monthly financial reports
Payroll support for up to 5 employees
Monthly budget tracking and reviews
Email and phone support
Premium Plan – $900/month
Best for established businesses seeking advanced financial management.
Includes:
Reconciliation for up to 6 accounts
Full financial strategy sessions
Unlimited support
Annual tax return coordination
Priority email, phone, and video support
Personal Tax Preparation
What’s Included:
Preparation of federal and state tax returns.
Deduction and credit optimization.
Review of prior-year returns for missed opportunities.
Cost:
Simple Returns (W-2 only): Starting at $150
Moderate Returns (W-2 + Freelance or Investments): Starting at $300
Complex Returns (Rental Income, Multiple States, Itemized Deductions): Starting at $500
Business Tax Preparation
Service Description:
Comprehensive tax preparation services for small businesses, including sole proprietors, LLCs, partnerships, and corporations. We’ll help you minimize your tax burden while staying compliant with federal and state regulations.
What’s Included:
Federal and state business tax return preparation. Expense categorization and deduction maximization.
IRS compliance and filing of necessary forms (e.g., 1120, 1120S, 1065, Schedule C).
Cost:
Sole Proprietor or Single-Member LLC: Starting at $450
Partnership or S-Corporation: Starting at $750
C-Corporation: Starting at $1,000
Bookkeeping Services
Service Description:
Keep your business finances organized and stress-free with our monthly or quarterly bookkeeping services. Perfect for small businesses and startups needing accurate records for tax time or financial planning.
What’s Included:
Categorization of income and expenses.
Bank and credit card reconciliations.
Monthly financial reports (Income Statement, Balance Sheet, Cash Flow).
Integration with QuickBooks or other accounting software.
Financial Consulting (Entry-Level)
Service Description:
One-on-one consulting to help you with budgeting, setting financial goals, and creating a plan to achieve them. Ideal for individuals and small business owners just starting their financial journey.
What’s Included:
Budget creation and financial analysis.
Tips for debt reduction and savings growth.
Customized financial action plan.
Cost:
Initial 1-Hour Consultation: $100
Follow-Up Sessions (1 Hour): $75
Trust and LLC Setup Assistance
Service Description:
Set up your business or trust with professional guidance to protect your assets and ensure compliance with legal requirements.
What’s Included:
LLC formation, EIN registration, and operating agreement drafting.
Trust creation guidance with a focus on asset protection and estate planning.
Cost:
LLC Setup: $500 (Includes filing fees and initial consultation)
Trust Setup Consultation: Starting at $750
Additional Services
Catch-Up Bookkeeping (for past-due records): Starting at $100/hour
IRS Audit Assistance: Starting at $1,000
Customized Financial Reports or Analysis: Starting at $250