Monthly Bookkeeping Services
Good bookkeeping isn't a luxury, it's an essential tool to achieve clarity, confidence, and peace of mind for your business!
Why Work With Me?
Running your business shouldn’t mean drowning in spreadsheets or worrying if your books are “good enough.” With me, you get bookkeeping that’s:
✅ Tax-Optimized - My system is designed for accurate, seamless tax filings and to track the deductions and credits your business is eligble for.
✅ Done by a federally-authorized tax professional - as an Enrolled Agent, I am uniquely positioned to understand how bookkeeping and taxes fit together.
✅ Tailored to your needs - Each proposal is customized for what your business truly needs, determined during a complimentary consultation call.
✅ Stress-free - no more messy books that cost extra for your tax pro to clean up during tax season.
Plus, ALL of my bookkeeping clients receive a 20% discount on business tax return preparation with me.
Pricing
**Bookkeeping packages start at $250/month minimum. Each package is tailored to your individual business needs and will vary in price. The following are examples of possible service packages**
Essentials
For small service-based business that need the basics covered
✅Record & Categorize Business Transactions
✅Monthly Bank Account & Credit Card Account Reconciliations
✅Quarterly Financial Statements (P&L, Balance Sheet, etc.)
✅Access to Secure TaxDome Client Portal
✅20% Discount on Business Tax Return Preparation
Professional
For growing businesses that need more accounting support
Everything in Essentials, plus...
✅Accounts Receivable Monitoring
✅Year-End 1099 Filing for Contractors & Vendors
✅Quarterly NJ Sales Tax Filing
✅Support through TaxDome Client Portal Communication Tools.
Enterprise
For established businesses that are ready to fully optimize their tax savings.
Everything in Essentials & Professional, plus...
✅Bill Pay Service
✅Estimated Tax Payment Calculation & Payment Service
✅Discount on Tax Planning
✅PRIORITY processing of your monthly books & financial statements
✅PRIORITY Phone & Email Support
All monthly bookkeeping packages include the following
📘 Clean, tax-ready books prepared in QuickBooks Online.
📊 Monthly financial statements (P&L, Balance Sheet, etc.) delivered within 14 days of receiving necessary info.
🔒 Secure access to all reports and communication through the TaxDome Client Portal.
🕊️ Peace of mind knowing your finances are handled professionally and ethically.
Additional Service Offerings
-Clean-up / Catch-up bookkeeping (priced per project)
-Consultation calls (tax planning, financial review, bookkeeping Q&A)
-Rush delivery (within 3 days of receiving necessary info)
-Assistance in electing a new entity structre (e.g. LLC, S-Corporation, or Partnership)
-Notary Public services
