Bookkeeping+
Bookkeeping+ is for owners who want more than clean books—they want books that think like the tax return. Because we’re also your tax professionals, entries are coded and reviewed through a tax-savings lens, so your numbers are decision-ready when it matters most.
Why it’s higher value with your tax firm
• Tax-aligned from day one: entries follow IRS/state categories for S-Corps, rentals, and sole props—less year-end cleanup.
• Quarterly tie-ins: books connect to estimated taxes, safe-harbor rules, and owner-pay strategy.
• No translation gap: the team that prepares your taxes keeps the books tax-ready—fewer reclasses, fewer missed deductions.
• Advisory-ready: clean, tax-synced books make planning and profit distribution decisions faster (and cheaper).
Packages
Monthly Care from $395/mo
Month-end closes and live tax-aligned reporting.
Quarterly Bookkeeping+ from $600/qtr
DIY monthly; pro quarterly tune-ups and projections.
Annual Wrap from $1,200/yr
Year-end cleanup and reconciliation for simpler operations.
Add payroll, sales tax, or tax prep anytime.
Terms & Notes
Monthly (6-month min) • Quarterly (12-month term) • Annual (single fixed-fee). Historical catch-up quoted separately.
Profiler Consulting LLC is an IRS-Authorized E-File Provider.