Your books. Your taxes.
One clear plan.

We use your last 3 complete months of routine transactions to find your starting tier, then confirm accounts, entities, and complexity in a free books review. Count activity across all agreed business bank and credit-card accounts. Duplicate imports are excluded; transfers between your own accounts count once. The debit and credit entries for the same transaction do not count as two billable transactions. An ecommerce payout may require reconciliation of many sales, refunds, and fees. MCA reconciliation and portfolio tracking are included within your agreed monthly scope; we confirm deal volume, participants, and source data alongside routine transaction counts. Inventory, job costing, and additional custom reporting are separately scoped. We review the average quarterly and agree any fee change before it takes effect. Seasonal businesses can agree an annual volume pattern in advance.

Historical cleanup, payroll and payment administration, extra accounts or entities, inventory, job costing, and custom trackers or automation are separately scoped. MCA reconciliation and portfolio tracking are included within your agreed monthly plan; deal volume, participants, source data, and reporting are confirmed in your quote. Additional MCA sources or custom reporting beyond that scope are agreed separately before work begins.

Monthly bookkeeping starts at $450 for Starter (up to 250 average routine transactions and 3 accounts), $750 for Growth (up to 450 and 5 accounts), and $1,200 for Advanced with a custom scope. Starter and Growth cover one entity. We use a 3-month transaction average, then confirm complexity and scope. All monthly plans include free LedgerHub accounting software, free migration, priority support, and MCA reconciliation and portfolio tracking within your agreed scope.

Starter starts at $600/month, Growth at $1,000/month, and Advanced at $1,550/month. These are total starting prices including both services and the ongoing $100/month discount. The final fee reflects bookkeeping complexity and the separately scoped CPA advisory fee, which starts at $250/month. Save $100/month against the separately quoted prices while both monthly bookkeeping and CPA tax advisory remain active. That is $1,200 over 12 months. Cannot be combined with other promotions.

No. It includes preparation and e-filing of one annual personal federal Form 1040 and preparation and filing of one state individual return. Business returns, amended or prior-year returns, and additional state returns are outside the subscription and billed separately. The bookkeeping and financial reports listed in your agreed plan remain covered. Payroll requires a separate agreed scope.

Up to one hour of tax planning and consulting per calendar month, plus unlimited email correspondence about routine tax matters. Additional consultation time is billed separately at $165/hour, agreed before the work begins. Unused time does not roll over and has no cash value. The subscription also includes quarterly estimated tax calculations and payment reminders where applicable, an annual year-end projection, and review and responses for routine IRS and state notices, excluding examinations, audits, and appeals.

The subscription is billed monthly in advance. Unused consultation time does not carry over to subsequent months and has no cash value. The subscription includes up to one hour of CPA planning and consultation per calendar month. Additional consultation time is billed separately at $165/hour, agreed before the work begins. The subscription applies only to the client named in the agreement and cannot be transferred to another individual or entity. The monthly subscription fee may be adjusted with at least 30 days' written notice. Either party may terminate the subscription with 30 days' written notice. Fees earned before termination remain due and payable.

Yes. Every monthly bookkeeping plan, including bookkeeping + CPA advisory bundles, includes free LedgerHub accounting software with no separate software subscription fee. Migration to LedgerHub is also free. Custom and hourly projects exclude these benefits; software and migration can be quoted separately.

Free migration moves your existing accounting records into LedgerHub as part of your monthly bookkeeping plan. We confirm the records and source system with you before the move. Historical cleanup, correcting old records, and catch-up bookkeeping are separate work and quoted before starting. Free migration does not apply to custom or hourly projects.

The examples use standard US monthly subscription prices checked on October 9, 2026: QuickBooks Online Simple Start $38, Essentials $85, and Plus $140; Xero Early $27, Growing $59, and Established $97. Estimated annual savings equal the subscription fee avoided multiplied by 12, if LedgerHub meets your needs and you cancel that paid subscription. These are software cost examples, not equivalent-feature comparisons or a discount on our service fee. Promotions, taxes, add-ons, and any retained apps affect actual savings. You can enter your own bill for a personalized estimate.

Tax preparation is available on a per-form schedule: an individual Form 1040 with a state return starts at $350, and business returns (Form 1120 / 1120-S) start at $800. Monthly bookkeeping clients get a discount on separately quoted tax preparation. If you choose the Monthly Tax Advisory Subscription, one annual personal federal Form 1040 with e-filing and one state individual return are included; business returns and other exclusions are still billed separately.

Yes. An EIN application (Form SS-4) is $150 on its own, and state registration is $200 on its own. The complete LLC formation package is $350 total and includes both, plus an operating agreement drafted for your review and signature. Choose the package or the individual services you need; those services are not charged again when included in the package.