Bookkeeping Only
(~1% - 3% Revenue)

Bookkeeping includes:

  • Categorizing all expenses

  • Reconciling the bank account monthly

  • Monthly financial statements

  • Monthly email for outstanding items

  • Quarterly touch-base meeting

  • Paying for the QBO subscription (typically $70 / month)

This service does not include tax adjustments, tax filing, or tax advice.

Typical bookkeeping services are usually priced around 1% of revenue for service based businesses and around 3% of revenue for retail / e-commerce with a $250 minimum (which includes QBO).

Business Service Rough Pricing

Bookkeeping & Tax Preparation
(Additional ~$200-$300)

This tier includes all bookkeeping services along with:

  • Quarterly personal tax filings

  • Quarterly Iowa PTET business tax filings

  • Annual business tax filings

  • Annual personal tax filings

  • Tax compliance services: validate you’re meeting deadlines & following the law

  • Priority phone call / meeting availability

Typical tax preparation services include the cost of bookkeeping plus an additional ~$200-$300 per month for a single business entity with 1-2 owners.

Bookkeeping, Tax Prep, & Tax Advisory (Additional ~$400-$600)

This tier includes all bookkeeping and tax preparation services along with tax advisory services including:

  • Business entity elections

  • QBI / Social Security / Medicare optimization

  • Accountable plans

  • Augusta rule

  • Write-offs / Vehicle purchases

  • Retirement plan / Health plan strategies

  • Tax credits

  • Real estate

  • Other

Typical tax advisory services include the cost of bookkeeping and tax preparation plus an additional ~$400-$600 per month.

*This is a rough pricing estimate. The actual quote can’t be provided until a consultation on services requested along with a financial statement review.

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