Services & Pricing
One plan.
Clear price.
Bookkeeping is the core. Tax preparation and planning are available as annual add-ons — not ongoing fees bolted onto your monthly bill.
Monthly Bookkeeping
$449/mo
Billed monthly · $5,388/yr · No annual lock-in
Professional monthly bookkeeping with year-end tax-ready financials. Everything your business needs to stay clean, current, and audit-ready.
Apply for a spotWhat's included
- ✓45-min onboarding session
- ✓Monthly bank & credit card reconciliation
- ✓Monthly P&L and balance sheet
- ✓Chart of accounts setup & maintenance
- ✓Year-end tax-ready financial package
- ✓Advisor access via email (48hr response)
Add-ons
Tax and planning,
when you need it.
Available exclusively to bookkeeping clients. Scoped and priced per engagement — not recurring monthly fees.
Annual · $2,000
Tax Return Preparation
Business return filed accurately. Quarterly estimates calculated. W-2 and 1099 prep included.
- ·Business tax return (1120-S, 1065, or Schedule C)
- ·Quarterly estimated tax calculations
- ·Year-end W-2 and 1099 preparation
- ·IRS notice response support
- ·Priority advisor access (24hr response)
Annual · $5,000
Tax Planning
A strategic review of your entity, salary, retirement, and tax position — done once a year, not billed forever.
- ·S-corp election analysis & reasonable salary
- ·Retirement plan coordination (SEP, Solo 401k)
- ·Entity structure review
- ·Tax-saving strategy session
- ·Written planning summary
Available to active Cleared bookkeeping clients with $250K+ in annual net business profit.
Get started$349 per month of cleanup
Catch-Up Bookkeeping
Books behind? We'll scope the cleanup and handle it as a one-time engagement before you move to monthly.
- ·Historical transaction categorization
- ·Account reconciliation for each period
- ·Delivery of clean financials by period
- ·Scoped before we start — no surprises
Why integrated
What fragmented vendors
actually cost you.
Four scenarios where the gap between a siloed team and an integrated one shows up in dollars. Side by side, same situation, different outcomes.
Scenario
Fragmented vendors
Cleared (integrated)
Annual difference
S-corp election timing
A 1099 consultant netting $180K pays roughly $11,000 per year extra in self-employment tax without an S-corp election and reasonable salary setup.
Fragmented vendors
Bookkeeper records income; CPA sees it in March. Election filed too late or never. Owner pays full SE tax all year.
Cleared (integrated)
Books reviewed monthly. Election filed at the right threshold. Reasonable salary documented contemporaneously.
Annual difference
~$11,000/yr
Q4 income spike
An integrated team adjusts in November. A siloed team learns about the missed planning windows on April 12.
Fragmented vendors
$200K November payment. Bookkeeper categorizes it. Tax planning happens at filing in April. Q4 estimate already missed.
Cleared (integrated)
Income flagged in real time. Q4 estimate adjusted, retirement contribution accelerated, Section 179 purchase timed before Dec 31.
Annual difference
~$8,000 deferred
Tax filing experience
Tax preparers charge a premium to reconstruct messy books at deadline. Clean monthly books eliminate the premium.
Fragmented vendors
CPA reconstructs messy books at the deadline. Cleanup hours billed at $150 to $250. Rush fees, missed deductions, late filing.
Cleared (integrated)
Clean monthly books hand off directly to the return. No reconstruction, no rush, no missed deductions.
Annual difference
$900 to $1,500/yr
Reasonable salary defense
S-corp owners get audited on reasonable salary. Contemporaneous documentation is what holds up under examination.
Fragmented vendors
Salary set without documentation. Methodology assembled retroactively if audited. Audit defense is improvised.
Cleared (integrated)
Methodology documented inside the books at the time the salary is set. Comparable-wage analysis stored alongside payroll.
Annual difference
Audit protection
The integration premium is rarely on the invoice. It is in the moves that actually got made.
~$20K+ annual delta
Common questions
Do I need to already use QuickBooks?
No. We handle the setup. We'll get your books configured on the right platform and import historical data as part of onboarding.
How do I send documents and connect accounts?
You'll get a secure client portal. Most bank and credit card connections are read-only and take five minutes to set up. After that, your monthly involvement is minimal.
What's the contract length?
Month-to-month. No annual lock-in. We keep clients by doing excellent work.
Can you handle catch-up bookkeeping if my books are behind?
Yes. Catch-up bookkeeping is a separate one-time engagement billed at $349 per month of cleanup needed. We'll scope it before we start.
Do you work with Arizona-based businesses only?
No. We work with clients nationwide. Our practice is Arizona-based, but our services are fully remote.
Start with clean books.
Apply for a spot and we'll reach out within one business day. Tax and planning add-ons are available once your books are live.