Pricing

Clean books, one simple price.

Monthly bookkeeping done right by a Texas-licensed CPA — reconciled, reviewed, and in your inbox every month. 12-month plans. Anything else you need is available à la carte.

Starter

For solo entrepreneurs and side-hustlers under $50K in revenue who want their books and their annual return handled in one place.

$250/ month
  • Up to 25 transactions/month, one business bank account
  • Monthly bookkeeping, categorized and reconciled
  • Quarterly financials
  • Quarterly CPA review
  • Annual business tax return (1040 + Schedule C)

Limitations may apply — ask if you qualify.

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Monthly Bookkeeping

Clean books, monthly financials, and a real CPA reviewing the numbers. For owners who just want their books done right — without thinking about it.

$395/ month
  • Every transaction reviewed and categorized accurately
  • Bank & credit card accounts reconciled monthly
  • Monthly P&L and Balance Sheet, delivered to your inbox
  • Personally reviewed by a Texas-licensed CPA
  • Quarterly CPA review report — P&L trends, balance sheet analysis, and opportunities I've spotted
  • Secure QuickBooks Online portal — upload anytime
  • Real support — no chatbots, no help desks
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Also available

Need a little more?

Bookkeeping is the core. When something extra comes up, these are available as one-time projects or à la carte add-ons — just ask for a flat quote.

Cleanup & catch-up bookkeeping — starting at $199/mo AP/AR — bill pay & invoicing Job costing & class tracking Sales tax filings Tax return preparation S-corp election Entity formation guidance Reasonable compensation analysis QuickBooks setup & training

Pricing questions?

What's included for $395 a month?+
Your monthly books — every transaction categorized, all accounts reconciled, and a Profit & Loss and Balance Sheet delivered each month, personally reviewed by a Texas-licensed CPA. You also get a quarterly review report and a secure QuickBooks Online portal. It's a flat monthly price on a 12-month plan.
Do you handle tax returns?+
Absolutely! One of the many benefits of working with me as your CPA & bookkeeper is that I take care of everything from the monthly books to filing your annual tax return. Your tax return is priced at a flat rate, billed separately.

More questions? See the full FAQ →

Ready to stop dreading the books?

Free 30-minute call. No pressure, no sales pitch — just a real conversation about your business.

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