Bookkeeping & Tax Services
You didn’t become a business owner to do paperwork and manage spreadsheets. Guidant is here to help you save time and money by managing the minutiae — so you can focus on growing your business.
Bookkeeping & Tax Services to Help Grow Your Business
We designed our services specifically for small businesses using ROBS funding. No bloated packages or unnecessary add-ons — just the
support you need to stay compliant, reduce admin burden, and keep more cash flowing back into your business.
Save Time and Money
Spend time where it matters, not on paperwork. With automation experts on your team, we help eliminate duplication of work, allowing you to put your energy where it belongs.
Make Better Decisions
Our best-in-class financial reporting and industry benchmarking will give you insights into how and where you can improve your business performance. No more guessing!
Proactive, Expert Support
Benefit from regular check-ins with your experienced support team. Your team of QuickBooks, tax, and accounting experts cover every major industry in all 50 states.
Effortless Combined Services
We can integrate with all major platforms —payroll, point-of-sales, bank account, credit card, etc. Guidant Payroll and 401(K) clients will have all year-end data in one place.
We believe so strongly that you will feel and see a return on investment by working with us that if you’re unhappy for any reason, we will refund up to 90 days of payments.
“It’s going to save you a ton of time, frustration, and paperwork in the business.”
Mike Brown
The Flying Locksmiths
Metro West, MA
You didn't start a business
to do paperwork.
Call us today to see how Guidant’s Bookkeeping & Tax Services can help you and your business!
425-658-0241 | guidantfinancial.com
Choose the Right Bookkeeping & Tax Plan for Your Business
| Service & Fees | Premium Plan | Pro Plan |
|---|---|---|
| Plan Base Price | Starting at $425/month | Starting at $925/month |
| QuickBooks Online Setup | Yes | Yes |
| QuickBooks Online Bookkeeping Performed By | Guidant | Guidant |
| Bookkeeping Report Frequency | Monthly | Monthly |
| Bookkeeping Consultation w/ CPA | Up to 4 annually | Monthly |
| Basis of Bookkeeping & Tax | Cash | Cash |
| Number of Reconcilable Accounts | 5 | 15 |
| Revenue Booking | Guidant – single product included | Guidant – multiple products included |
| Guidant Payroll Reconciliation | Yes | Yes |
| Annual Corporate Income Tax Returns | Yes | Yes |
| Tax Planning Meeting w/ CPA | Annually | Up to 2 annually |
| Service & Fees | Premium Plan | Pro Plan |
|---|---|---|
| Plan Base Price | Starting at $425/month | Starting at $925/month |
| QuickBooks Online Setup | Yes | Yes |
| QuickBooks Online Bookkeeping Performed By | Guidant | Guidant |
| Bookkeeping Report Frequency | Monthly | Monthly |
| Bookkeeping Consultation w/ CPA | Up to 4 annually | Monthly |
| Basis of Bookkeeping & Tax | Cash | Cash |
| Number of Reconcilable Accounts | 5 | 15 |
| Revenue Booking | Guidant - single product included | Guidant - multiple products included |
| Payroll Reconciliation | Yes | Yes |
| Annual Corporate Income Tax Returns | Yes | Yes |
| Tax Planning Meeting w/ CPA | Annually | Up to 2 annually |
| Service & Fees | Premium Plan |
|---|---|
| Plan Base Price | Starting at $425/month |
| QuickBooks Online Setup | Yes |
| QuickBooks Online Bookkeeping Performed By | Guidant |
| Bookkeeping Report Frequency | Monthly |
| Bookkeeping Consultation w/ CPA | Up to 4 annually |
| Basis of Bookkeeping & Tax | Cash |
| Number of Reconcilable Accounts | 5 |
| Revenue Booking | Guidant - single product included |
| Guidant Payroll Reconciliation | Yes |
| Annual Corporate Income Tax Returns | Yes |
| Tax Planning Meeting w/ CPA | Annually |
| Service & Fees | Pro Plan |
|---|---|
| Plan Base Price | Starting at $925/month |
| QuickBooks Online Setup | Yes |
| QuickBooks Online Bookkeeping Performed By | Guidant |
| Bookkeeping Report Frequency | Monthly |
| Bookkeeping Consultation w/ CPA | Monthly |
| Basis of Bookkeeping & Tax | Cash |
| Number of Reconcilable Accounts | 5 |
| Revenue Booking | Guidant - multiple products included |
| Guidant Payroll Reconciliation | Yes |
| Annual Corporate Income Tax Returns | Yes |
| Tax Planning Meeting w/ CPA | Up to 2 annually |
Essential Tax Service
For those who want annual corporate tax preparation and filing for their business.
Best for owners who have a certified bookkeeper but still need support with taxes.
$325/Mo base price
- Monthly Bank Reconciliation
- Expense Categorization & Automation
- Payroll Import & Reconciliation
- Monthly Journal Entries
- Monthly Depreciation & Amortization
- Monthly AR/AP Review
- Monthly Revenue Review
- Dedicated Customer Support
- Annual Corporate Tax Return
- Annual Tax Strategy Planning Session
- Integrated Tax Preparation & Filing
- Quarterly Financial Review
- Fully Aligned with Guidant's Compliance Tools
- ROBS-Specific Tax Expertise
Initial Bookkeeping Setup
For those who want support getting their books setup, but plan on self-managing, $495 one-time fee*.
The $495 will be credited back if you sign up for a package within 6 months of setup.
- Reporting Package Setup
- Software Package Selection
- Invoicing/Revenue Tracking Training
- Payroll Import File Setup - Guidant Only
- Chart of Accounts Creation
- Product/Revenue Setup
- Point of Sale Service Sync
- Bank Feed Setup
Our Service
Guarantee
If you’re unhappy with your plan for any reason, we’ll refund up to the last 90 days of payments. All we ask of you is to let us know where we missed the mark and how we can fix it. We’re determined to constantly improve and evolve our services to best help you.
Additional Services for Your Bookkeeping & Tax Needs
These services can be added to any of our plans to help you further minimize your accounting, tax, and bookkeeping efforts.
| As Needed Service | Fee |
|---|---|
| 1099 filings (Including Misc, NEC, DIV, INT) | $100 + $10/per form |
| Tax Return Extension | $150 |
| Manual data entry for Bank Transactions | Hourly |
| Special Reporting or Projects | Hourly subject to availability |
| Amended Tax Returns | Hourly subject to availability |
| Catch-up Bookkeeping for the period prior to 1st plan payment | Hourly |
| Tax Return Preparation Fee - If 1st plan payment started during 4th quarter of the tax year end | Hourly |
| Tax Return Fee Adjustment - If 1st plan payment started during 3rd quarter of the tax year end | $600 one-time fee |
| Tax Return Fee Adjustment – If 1st plan payment started during 2nd quarter of the tax year end | $300 one-time fee |
You didn't start a business to worry over bookkeeping and taxes.
Software Set-up
Can I do this on my own? What if I set it up wrong? Will I be compliant?
Building Success
How do I successfully manage cashflow? Will my financials show me what’s best for my business?
Ongoing Support
Can I talk to an expert if I have questions? Who can help me best grow my small business?
We're Here to Help Your Business Get Started Right
Get Your Questions Answered— Book Time With Business Services Sales
If you are looking for a Bookkeeping & Tax provider, we’re here to answer your questions and guide you to one that meets your demands.
Still Wondering What Plan is Right for Your Business?
We get it, accounting can be tough for business owners. Let our experts help!