Monthly Accounting Plans
Ongoing accounting and tax support built around your business.
Essentials
$450–$800
/month
Best for smaller businesses needing reliable monthly bookkeeping and tax support.
Up to 200 Monthly Transactions
Includes:
Best for smaller businesses needing reliable monthly bookkeeping and tax support. Up to 200 Monthly Transactions
Monthly bookkeeping
Monthly financial statements
Business tax preparation
1099 preparation & filing
QuickBooks Online support
Year-round email support
Plus
$750–$1,600
/month
For growing businesses that want more strategy, oversight, and ongoing planning.
Up to 400 Monthly Transactions
Includes everything in Essentials, plus:
For growing businesses that want more strategy, oversight, and ongoing planning. Up to 400 Monthly Transactions
Quarterly tax planning meetings
Financial review sessions
Sales tax support
Advanced reporting & insights
Additional advisory support
-
Premier
$2,000–$5,000+
/month
For businesses needing deeper financial oversight and higher-touch advisory support.
400+ Monthly Transactions
Includes everything in Plus, plus:
For businesses needing deeper financial oversight and higher-touch advisory support. 400+ Monthly Transactions
Monthly advisory meetings
Cash flow planning
Custom management reporting
Accrual-based accounting support
Bill pay & workflow support
Priority communication
Our Services
Our monthly accounting services are designed to keep your financials current, your reporting clear, and your tax strategy moving year-round.
Monthly Bookkeeping
Accurate Financials You Can Rely On
We manage your bookkeeping on a monthly basis, ensuring your records are organized, reconciled, and up to date. Our team prepares your financial statements with precision so you have clear, timely reporting throughout the year. With accurate numbers and consistent oversight, you can make informed decisions with confidence and focus on running your business.
Monthly Financial Statements
Clear Reporting for Confident Decision Making
Each month, we prepare detailed financial statements that give you a clear view of your business performance. From profit and loss reports to balance sheets, our reporting is accurate, timely, and structured to help you understand where you stand. With consistent monthly statements, you gain the visibility needed to plan ahead, manage cash flow, and make informed financial decisions with confidence.
Quarterly Reviews and Tax Planning
Proactive Strategy Throughout the Year
On a quarterly basis, we review your financial performance and identify opportunities for improvement and tax efficiency. These meetings allow us to evaluate trends, adjust strategies, and plan ahead rather than reacting at year end. By staying ahead of potential liabilities and aligning your numbers with your goals, we help you reduce surprises and make confident, informed decisions throughout the year.
Tax Preparation
Accurate Filing Backed by Year Round Planning
When tax season arrives, your return is prepared with accuracy and attention to detail, supported by the bookkeeping, reporting, and planning completed throughout the year. We ensure all filings are handled properly and submitted on time, while aligning with the strategies discussed during our quarterly reviews. With a structured process in place, tax preparation becomes efficient, organized, and free of last minute surprises.
Frequently Asked Questions
Do you only work with Jacksonville businesses?
No. While we are based in Jacksonville, we work with businesses across the country using cloud-based accounting tools and virtual meetings.
Do you offer one-time tax preparation?
At this stage, we primarily work with businesses through ongoing monthly accounting relationships rather than stand-alone tax return preparation.
What accounting software do you use?
We work primarily in QuickBooks Online. If you are not currently using QBO, we can help transition your business during onboarding.
How often will I hear from you?
You will have ongoing access throughout the year along with scheduled quarterly planning meetings.
Is payroll included?
Payroll processing is typically handled through Gusto or another payroll provider. We help coordinate and review payroll as part of the overall accounting process.
How long does onboarding take?
Most businesses are fully onboarded within 30–60 days depending on the condition of the books and the amount of cleanup needed.
Book a Free Consultation
Let's See If We're the Right Fit
We offer a complimentary consultation to learn more about your business, answer your questions, and determine whether our monthly accounting services are the right fit for your needs. If it makes sense to move forward, we will outline the next steps and begin the onboarding process.