Services & Pricing

Professional Financial Services Built for Small Business

Transparent pricing, real credentials, and a single dedicated expert who knows your books inside out.

IRS Enrolled Agent MBA in Accounting QuickBooks Online ProAdvisor 20+ Years Cross-Industry Experience
01

Accounting & Bookkeeping

Your financial foundation — organized, accurate, and always current.

Clean books aren't just good practice — they're your most powerful business tool. As a certified QuickBooks Online ProAdvisor, I maintain your financial records with the discipline of an MBA accountant and the attention to detail that comes from 20 years across diverse industries. Monthly closes are done on time. Discrepancies are caught early. You always know exactly where you stand.

What's Included
  • Monthly bookkeeping & account reconciliation
  • Expense tracking & categorization
  • Accounts payable & receivable management
  • Financial statement preparation (P&L, Balance Sheet, Cash Flow)
  • Cash flow monitoring & reporting
Estimated Pricing
Accounting & Bookkeeping
Starter
$175/month
Up to 75 transactions/mo — ideal for freelancers & early-stage businesses.
Growth
$325/month
Up to 200 transactions/mo — growing businesses with A/P & A/R needs.
Advanced
Custom pricing
200+ transactions or multi-entity — let's scope it together.
Get a Custom Quote →
💡 All plans include a free initial consultation. Need catch-up bookkeeping? See Section 05 below.
02

Tax Preparation & Planning

Minimize liability. Maximize compliance. Stress-free, every year.

As an IRS Enrolled Agent — the highest credential the IRS awards to tax professionals — I'm authorized to represent you before the IRS on any matter. Whether you're a sole proprietor filing a Schedule C, an S-Corp, or a multi-member LLC, I prepare your returns accurately and identify every deduction and credit available to your situation. Year-round tax planning means you're never caught off guard come April.

What's Included
  • Individual tax return preparation (Form 1040)
  • Business return preparation (S-Corp, Partnership, LLC)
  • Federal & state tax filing
  • Deduction & credit optimization
  • Year-round tax planning & estimated tax guidance
  • IRS correspondence & representation (as needed)
Estimated Pricing
Tax Preparation & Planning
Individual (1040)
From $250/return
Simple to moderate returns. Complexity-based pricing.
Business Return
From $650/return
S-Corp (1120-S), Partnership (1065), or LLC returns.
Planning Add-On
$150/session
Quarterly or annual tax strategy sessions — proactive, not reactive.
Book a Free Consult →
💡 Business return pricing includes S-Corp election filing when applicable. Bundled with bookkeeping at a discount.
03

Payroll Services

Your team gets paid right, on time — every time.

Payroll errors are costly — both financially and in employee trust. I manage your full payroll cycle so that wages are calculated correctly, payroll taxes are withheld and filed on time, and you never miss a deadline. Whether you have a handful of employees or a mix of W-2 workers and 1099 contractors, your payroll runs smoothly without you having to think about it.

What's Included
  • Bi-weekly or monthly payroll processing
  • Federal, state & local payroll tax filings (941, 940, FUTA, SUTA)
  • W-2 preparation & distribution
  • Contractor (1099-NEC) preparation & filing
  • New hire reporting & onboarding setup
  • Payroll compliance & audit support
Estimated Pricing
Payroll Services
Solo / Owner-Only
$125/month
S-Corp owner salary payroll with quarterly & annual tax filings.
Small Team (2–10)
$250/month
Full payroll cycle for up to 10 employees. W-2s included.
Growing Team (11+)
Custom pricing
Scaled pricing for larger teams — contact for a quote.
Get a Custom Quote →
💡 1099 contractor filing available as a standalone add-on from $15/contractor.
04

Business Advisory & Setup

Build on a solid foundation from day one.

The decisions you make when starting or restructuring your business — entity type, accounting system, tax elections — have long-lasting financial consequences. I bring a CPA-firm perspective and 20+ years of industry experience to help you structure your business right the first time. From LLC formation to S-Corp election timing, from QuickBooks setup to online notarization, I'm the one expert who can guide you through it all.

What's Included
  • Business entity selection & formation guidance (LLC, S-Corp, Partnership)
  • EIN registration & state business registration assistance
  • S-Corp election (Form 2553) filing
  • QuickBooks Online setup & chart of accounts customization
  • Financial system organization & process documentation
  • Online notary services (Florida-licensed)
Estimated Pricing
Business Advisory & Setup
QuickBooks Setup
From $350 one-time
Full QBO setup, chart of accounts & opening balances.
Business Formation
From $500 one-time
Entity guidance, registration assistance, EIN & S-Corp election.
Online Notary
$25/session
Remote online notarization — fast, legally valid, no travel required.
Schedule a Strategy Call →
💡 Advisory also available at $125/hr for existing clients. Government filing fees not included.
05

QuickBooks Cleanup & Catch-Up

Get your books back on track — no matter how far behind.

Messy, disorganized, or months behind on your books? Before you can move forward with clean monthly bookkeeping, you need a solid starting point. I specialize in untangling even the most complex book situations — reconciling accounts, correcting misclassifications, and rebuilding your financial history from the ground up. Whether you're one quarter behind or several years, I'll get you caught up and set up for success.

What's Included
  • Full account reconciliation for all prior periods
  • Transaction review, categorization & correction
  • Chart of accounts cleanup & reorganization
  • Misclassification identification & correction
  • Financial statement reconstruction
  • Handoff to ongoing monthly bookkeeping plan
Estimated Pricing
QuickBooks Cleanup & Catch-Up
Small Cleanup (1–3 months)
From $500 one-time
Light catch-up work — ideal for recently disorganized books.
Standard Cleanup (4–12 months)
From $1,200 one-time
Full reconciliation and reorganization of up to one year of books.
Complex Cleanup (1+ years)
Custom quote
Multi-year or high-volume cleanup — scoped after free initial review.
Get a Free Cleanup Assessment →
💡 All cleanup projects begin with a free initial review to assess scope and provide an accurate quote. Pricing varies by transaction volume, months behind, and condition of existing records.

Bundle & Save

Everything Together. One Trusted Partner.

Most small businesses need bookkeeping, payroll, and tax services. Bundling them with Books2TaxPro saves you money and eliminates the headache of juggling multiple providers.

Essentials Bundle

From $425/month
Perfect for small businesses just getting organized. Includes services valued at $1,600+ annually.
  • Monthly Bookkeeping (Starter — up to 75 transactions)
  • Annual Personal Tax Return ($250 value)
  • Annual Business Tax Return ($650 value)
  • Quarterly Tax Planning Check-In ($150 value)
  • Priority email response

Growth Bundle

From $700/month
Built for established businesses ready to scale. Includes services valued at $2,500+ annually.
  • Monthly Bookkeeping (Growth — up to 200 transactions)
  • Full Payroll (up to 10 employees, W-2s included)
  • Annual Personal + Business Tax Return
  • Year-Round Tax Planning & Estimated Tax Guidance
  • Quarterly Financial Reviews
  • Priority response & dedicated support

Full-Service Bundle

Custom pricing
Complete financial management — one expert handling everything so you can focus on growing your business.
  • Advanced Bookkeeping (200+ transactions)
  • Payroll (any team size)
  • Full Tax Preparation & Year-Round Planning
  • Business Advisory & CFO-lite Support
  • Dedicated priority access & monthly strategy calls

Not Sure Where to Start?

Book a free 30-minute consultation. We'll review your current setup, identify any gaps, and map out exactly what your business needs — no pressure, no obligation.

Schedule Your Free Consultation →