A flat monthly price set after a 20-minute call, based on accounts and transactions. Catch-up work is quoted by the month of records before we start.
Every transaction categorized, bank and card accounts reconciled, invoices and unpaid balances tracked, mileage and receipts filed. You get a one-page summary by the 10th and a question answered the same day.
Bring statements and whatever receipts survived. We rebuild the months, flag what is missing, and leave you with books that reconcile. Quoted by the month of records, before we start.
Chart of accounts built for your trade, bank feeds connected, invoice template with your logo, and an hour at your desk showing you the three screens you will actually use.
Profit and loss, balance sheet, mileage log, asset list, 1099 vendor list and a folder of receipts, organized the way a preparer asks for them. Liberty Tax is in the same office at 272 Main St, so it can walk down the hall, or go to whoever does your return.
Less than you think.