Bookkeeping & Tax Services
With decades of experience, our team is here to guide your business to a secure, stable, and profitable future.
Bookkeeping & Tax Services
With decades of experience, our team is here to guide your business to a secure, stable, and profitable future.
Bookkeeping & Tax Services to Help Grow Your Business
Save Time and Money
Focus on growing your business instead of on paperwork. With our automation experts on your team, you’ll cut out extra work so you can spend time where it matters most.
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.
Make Better Decisions
Eliminate guesswork with our best-in-class financial reporting and benchmarking. With these insights, you can improve your business performance.
Effortless Combined Services
Our services integrate with all major platforms: payroll, point-of-sale, bank account, credit card, and more. Guidant 401(k) and payroll clients have all year-end data in one place.
Choose the Right Bookkeeping & Tax Plan for Your Business
We won’t sell you costly, unnecessary services. Our plans let you pick exactly what you need to reduce your accounting and tax efforts.
Bookkeeping & Tax Support
Best for owners that want to manage their books but want support with initial setup, accounting and taxes.
- Initial Accounting Setup*
- Annual Corporate Tax Return
- General Accounting Software Questions
- General Accountant Questions
- Professional Support for Accounting Questions
- Annual Tax Strategy Planning Session
- Quarterly Review Book for Accuracy
- Quarterly Financial Reporting & Industry Benchmarking
- Monthly Bank Reconciliation
- Expense Categorization & Automation
- Payroll Import & Reconciliation
- Monthly Journal Entries
- Monthly Depreciation & Amortization
- Monthly Revenue Review
Bookkeeping Only
Best for owners that already have a trusted CPA, but don’t want to take on the bookkeeping themselves.
- Initial Accounting Setup*
- Annual Corporate Tax Return
- General Accounting Software Questions
- General Accountant Questions
- Professional Support for Accounting Questions
- Annual Tax Strategy Planning Session
- Quarterly Review Book for Accuracy
- Monthly Financial Reporting & Industry Benchmarking
- Monthly Bank Reconciliation
- Expense Categorization & Automation
- Payroll Import & Reconciliation
- Monthly Journal Entries
- Monthly Depreciation & Amortization
- Monthly Revenue Review
Premium Bookkeeping & Tax
Best for businesses who need a trusted CPA partner and don’t want to take on managing their books.
- Initial Accounting Setup*
- Annual Corporate Tax Return
- General Accounting Software Questions
- General Accountant Questions
- Professional Support for Accounting Questions
- Annual Tax Strategy Planning Session
- Quarterly Review Book for Accuracy
- Monthly Financial Reporting & Industry Benchmarking
- Monthly Bank Reconciliation
- Expense Categorization & Automation
- Payroll Import & Reconciliation
- Monthly Journal Entries
- Monthly Depreciation & Amortization
- Monthly Revenue Review
Not ready for full-service accounting, but still need help with set up?
For those who want support getting their books setup, but plan on self-managing, $480 one-time fee*.
The $480 will be credited back if you sign up for a package within 6 months of setup.
- Chart of Accounts Creation
- Product/Revenue Setup
- Point of Sale Service Sync
- Bank Feed Setup
- Reporting Package Setup
- Software Package Selection
- Invoicing/Revenue Tracking Training
- Payroll Import File Setup - Guidant Only
Packages and add-ons are subject to limitations and our terms & conditions. You can view them here or ask your Client Success Representative for more details.
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
If your small business has more complex accounting and taxes need, we’ve got you covered.
Personal Tax Return Packages
- Basic $325
Up to 3 W-2s, up to 3 1099Rs, Schedule B – interest & dividends (not including tax-exempt), student loan interest, alimony paid/received, 1 state return
- Intermediate $525
Up to 4 of the following items and up to 5 hours: 4 or more W-2s, 4 or more 1099Rs, tax exempt interest & dividends, stock sales (excluding day traders), dependent care, HSA contributions or distributions, Sch A – itemized deductions, energy credits, estimated payments, 1 state return
- Advanced $850
More than 4 items from the intermediate package and up 8 hrs, Sch C – businesses, Sch E – rental properties, K-1s – ownership in a partnership or S Corp, or a beneficiary of a trust, Farms, Business use of home, tuition expense, foreign tax credits, up to 2 state tax return.
Additional fees will be assessed for Foreign Bank Account Reports, multi-state returns, Addressing IRS notices, 1099s and Audit assistance
Packages and add-ons are subject to limitations and our terms & conditions. Ask your Client Success Representative for more details.
Plan Add Ons
These services can be added to any of our plans to help you further minimize your accounting, tax, and bookkeeping efforts.
- Tax Return Extension $150
- 1099 Filings (Including Misc, NEC, DIV) One-Time Fee/Annual Fee
- Invoicing Hourly
- Revenue Sync or Reconciliations Hourly
- Special Reporting Hourly
- Special Projects Hourly
- Catch-up Bookkeeping Hourly
- Other State Tax Filings (eg Property Tax) Hourly
- Data entry for banking transactions (If View Only or Direct Sync Not Available) Hourly
- Corporate Tax Filing -- 1st Payment Starts Last 6 Months Fiscal Year End One-Time Fee of $300
- Corporate Tax Filing -- 1st Payment Starts Starts Last 3 Months Fiscal Year End One-Time Fee of $600
- Payroll - Out of Network $20/Mo
- Additional Reconcilable account (e.g. Bank, Credit Card, Loan, Investments) $25/Mo
- Multiple Locations - Bookkeeping & Tax Support (fee per location) $30/Mo
- Multiple Locations - Bookkeeping Only/Premium Bookkeeping and Tax (fee per location) $60/Mo
- Multiple Entities 10% Discount on Each Package
We don’t believe in blank check services. For all hourly services we will provide a quote based on your needs to help you determine a cost estimate.
You didn't start a business to worry over accounting and taxes.
Why spend valuable time worrying about confusing administration work when you could be focused on growing your business? We designed our Bookkeeping and Tax services specifically for the small businesses we help fund — so you can reduce your administrative burden and gain the financial insights needed to manage a successful business.
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
Speak with an Expert
Client Success
Client Success
Get Your Questions Answered— Book Time With Client Success
Still Wondering What Plan is Right for Your Business?
We get it, accounting can be tough for business owners. Let our experts help!
