Bookkeeping+
Bookkeeping+ is for business owners who want tax-aligned books—not just reconciled accounts. Because our team also prepares your tax return, every entry is coded through a tax-savings lens so your numbers stay clean, compliant, and planning-ready all year.
Why it’s higher value with your tax firm
• Tax-aligned from day one: entries follow S-Corp, partnership, rental, and Schedule C tax categories—reducing year-end cleanup and adjustments.
• Quarterly tie-ins: books connect directly to estimated taxes, safe-harbor rules, and owner-pay strategy so your numbers guide planning—not surprises.
• No translation gap: the same team that files your tax return keeps your books tax-ready—fewer reclasses, fewer missed deductions, fewer delays.
• Advisory-ready: clean, tax-synced books make it easy to review profits, salaries, distributions, rental performance, and real tax-saving opportunities.
Packages
Monthly Care from $495/mo
Full month-end closes, reconciliations, and tax-aligned reporting.
Quarterly Bookkeeping+ from $750/qtr
DIY monthly; we tune up your books quarterly with tax projections and adjustments.
Annual Wrap from $1,800/yr
Year-end reconciliation and cleanup for simpler operations or low-activity businesses.
Optional: add payroll, sales tax, or tax preparation anytime.
Terms & Notes
Monthly (6-month minimum) • Quarterly (12-month term) • Annual (single fixed fee). Historical catch-up quoted separately.
ProFiler Consulting LLC is an IRS-Authorized E-File Provider.