Client Accounting Services
When your books and your tax work are handled by the same professional, everything stays consistent, streamlined, and aligned with your overall financial strategy.
As a QuickBooks Certified ProAdvisor and a licensed CPA, Erin brings a level of oversight and technical expertise that goes beyond traditional bookkeeping. She understands how daily transactions connect to year-end results, how small errors can become big problems, and how clean, accurate books set you up for better tax outcomes.
Working with a CPA for your bookkeeping means fewer surprises, stronger financial insight, and a more seamless experience from month to month and year to year.
Below you’ll find detailed service plans and pricing for our year-round tax and accounting support for small businesses and non-profits. Please note that we exclusively use Quickbooks Online for bookkeeping.
Sole Proprietor/Schedule C Business Essentials Plan
From $400 per month includes:
Monthly Bookkeeping & Accounting
Monthly or quarterly financial reports
Monthly & year-end adjusting journal entries
Quickbooks setup and review
Tax Return Filings
Schedule C or E and individual income tax return preparation
Monthly sales tax return filing, if needed
Quarterly tax projection and estimate preparation
Preparation & filing of Forms 1099
Support and Communication
Quarterly check-in meeting for tax planning
Tax notice support
Year-round access via email, phone/text, and/or Microsoft Teams for questions
Business Essentials Plan
(for larger businesses filing separate business tax returns)
From $550 per month includes:
Monthly Bookkeeping & Accounting
Monthly or quarterly financial reports
Monthly & year-end adjusting journal entries
Quickbooks setup and review
Booking and/or review of payroll from third-party payroll provider
Tax Return Filings
Business and individual income tax return preparation
Monthly sales tax return filing, if needed
Quarterly tax projection and estimate preparation
Preparation & filing of Forms 1099
Support and Communication
Quarterly check-in meeting for tax planning
Tax notice support
Year-round access via email, phone/text, and/or Microsoft Teams for questions
Non-Profit Essentials Plan
From $500 per month includes:
Monthly Bookkeeping & Accounting
Monthly or quarterly financial reports
Monthly & year-end adjusting journal entries
Quickbooks setup and review
Booking and/or review of payroll from third-party payroll provider
Tax Return Filings
Non-profit and individual income tax return preparation
Quarterly tax projection and estimate preparation, if necessary
Preparation & filing of Forms 1099
Support and Communication
Quarterly check-in meeting
Tax notice support
Year-round access via email, phone/text, and/or Microsoft Teams for questions