Your books in order. A team in your corner.
Accurate books. Proactive CPA tax planning. Clear numbers that help you keep more of what you earn.
Bookkeeping + CPA tax advisory
From$600/mo total≈14.3% Starter bundle saving
Ongoing while you keep both services · Final scope quoted up front
Bookkeeping only from $450/mo · Free software + migration
Personal tax subscription scope & termsCPA review of bookkeeping transactions4.3 on Trustpilot5.0 on GoogleServing clients nationwide
BOOKKEEPING + CPA TAX ADVISORY
Tax surprises are expensive.Staying ahead shouldn’t be.
Find eligible savings. Plan ahead. Know where you stand.
A YEAR OF DECISIONS. A CLEARER TAX STRATEGY.
McaHawk
Complex deals.
A clear picture.
Easily auditable portfolios, with every share, fee, and collection detailed by deal.
Model your next dealIllustrative deal
The I&S difference
01 / It starts with the things you can't see
Receipts scattered. Payouts unmatched. A deduction never discussed. Small gaps can become costly surprises when nobody connects the dots.
Messy records · Missed deductions · Penalty risks
02 / Put the pieces together
We categorize, match, and reconcile—turning scattered records into accurate books, clear financial statements, and a picture you can act on.
Monthly bookkeeping · Reconciliation · CPA transaction review
03 / Get ahead of what comes next
Work directly with a CPA to review eligible deductions, plan estimated payments, and track deadlines. Proactive planning helps reduce the risk of avoidable penalties.
Eligible home-office expenses where applicable · Routine notice support
Personal tax subscription: one federal + one state return, up to 1 consultation hour/month. Additional consultation time is billed separately at $165/hour, agreed before the work begins. *Entity structuring is scoped separately.
See tax advisory scope04 / Every deal. Every participant.
McaHawk makes funder and syndicator portfolios easy to audit, with detail down to every deal. Trace participation, fees, and collections through clear records and custom MCA reports.
Funder & syndicator portfolios · Custom MCA reporting
Model your next deal05 / A team in your corner
Stay ahead of the details that can cost you.
Tap a risk. See your team’s response.
THE I&S RESPONSE
Monthly categorization and reconciliation help catch missing entries, duplicate transactions, and balances that don't match.
We help reduce risk through consistent oversight. Audit representation and other excluded services are outside the subscription.
Trusted by the businesses we keep books for
In our clients’ words
“I highly recommend I&S Accounting. Their communication is top-notch.”
Real people. Accountable for your books.
Meet your teamStart with what you need
Monthly bookkeeping
A team to keep your records organized and your numbers ready to use.
Starting at$450/ month
Personal & business returns
Start with your return type. Get the scope and final fee confirmed up front.
Starting at$350/ individual return
Cleanup & project help
Behind on your books or facing a specific project? Start with the work you need.
Standard rate$65/ bookkeeping hour
Only need year-round CPA advice? From $250/month, with a defined personal-tax scope.
Explore CPA advisoryYour written quote confirms the fee and scope. Cleanup, payroll, business returns, and other extra work are separately agreed. I&S is an accounting and bookkeeping firm, not a CPA firm.
A clear price for a clearer picture
Bookkeeping from $450/month. Add CPA advisory and save about 14.3% on the Starter bundle at entry pricing. Free LedgerHub accounting software and migration are included.
Starting prices. Final scope and fee confirmed up front.
Transfers count once. Duplicate imports and double-entry debit/credit pairs are not charged twice. Complexity is reviewed separately.
Bookkeeping + CPA advisory
Starting at
$600 / mo
1 entity · up to 3 bank & credit-card accounts
Your final fee reflects accounts, entities, complexity, and CPA scope. We confirm a fixed monthly quote after a free books review.
Includes up to 1 hour of CPA planning/month and one personal federal + one state annual return. Additional consultation time is billed separately at $165/hour, agreed before the work begins. Business returns are separately quoted. Save $1,200 over 12 months while both services remain active.
Get my free books reviewCompare plans & see the full scopeShare what you need and where your books stand. We’ll explain the review and the records we need.
Review the recommended services, what’s included, and any separately priced work in your written quote.
After the agreement, share documents securely and begin onboarding with your accounting team.
People first. Software that supports them.
Our team uses software we build ourselves to keep records connected and reporting clear. LedgerHub is included with monthly bookkeeping; custom builds have their own scope.
See how your tools connect
Your accounting platform
Your books, connected.
One home for your financial operations and the people behind them.
MCA & syndication
Every deal. Every share.
Follow your portfolios from funding through fees and collections.
Merchant cash advance and syndication books involve participation across multiple funders, factor income, fees, commissions, and collections that have to be tracked deal-by-deal. Most bookkeepers have never seen a syndication ledger. It's our specialty — we built our practice around getting it right.
You pay one predictable monthly fee with the accounting software included — no separate subscription to buy. Your tier scales with transaction and deal volume, starting around $450/month. We'll quote you a flat number after a quick look at your books.
No. Software is included in your monthly fee. You get clean books and clear reports without managing another subscription.
No. I&S Accounting Services, LLC is an accounting and bookkeeping firm, not a CPA firm. A CPA reviews bookkeeping transactions as part of our service. That review does not include financial-statement sign-off, audits, or attestation reports. CPA tax advisory is available through a separate subscription or combined bundle with a defined personal-tax scope. Other tax services are billed separately.
We use AI to help with categorization and routine work. Our team reviews the work, and a CPA reviews bookkeeping transactions. This does not include CPA sign-off on financial statements. Your data is handled with strict, professional care.
In plain language — deferral or accelerated revenue recognition, depending on the deal — not opaque jargon. We'll explain which method applies to your situation and why, so your financials hold up for partners, lenders, and tax time.
Yes — catch-up and cleanup is one of the most common ways clients start with us. We bring prior months current and reconciled, then keep them clean going forward.
We specialize in MCA/syndication, real estate, eCommerce, service businesses, retail & restaurants, and personal books — working with U.S. clients across multiple states.
Book a free books review. We'll look at where things stand, tell you honestly what it'll take, and give you a flat monthly quote — no pressure.
Get a free books review. We'll tell you honestly where things stand and give you a flat monthly quote — no pressure.
A little holiday cheer from I&S Accounting.
For our printable pricing guide: iandsaccountingsvcs.com/pricing
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