Books & Advising - Pricing Sheet

WELCOME!

This isn’t just clean books. This is a full-circle financial support system designed for founders who want to actually understand their numbers and make confident decisions.

 

Please see below for the pricing.

Books & Advising

Sole Proprietor & S Corporation

starts at $500 per month

 

  • Books & Advising (Sole Prop) - We handle your monthly bookkeeping, deliver clear financial reports, and provide personalized advising so you can stay organized and compliant.
  • Monthly Transaction Categorization - Monthly categorization of income and expenses up to 150 transactions, so you know where you’re making money and spending it.
  • Financial Statement Packet - One (1) Monthly Financial Statement Packet per month that includes: Profit & Loss Statement, Balance Sheet, Statement of Cash Flows, Top Metrics Report for each account our team manages on your behalf.
  • Monthly Reconciliation - Reconciliation of up to 150 transactions so that everything in your bookkeeping software matches your bank statements.
  • Quarterly Clarity Meetings - Quarterly Clarity Meetings for reviewing numbers, consulting, and encouragement so you can reach your business goals with clarity and guidance.
  • Unlimited Email Support - Unlimited Email Support means You can reach out to us with any questions via email at contact@exceptionaltaxservices.com

Books, Advising, & Tax Prep

Sole Proprietor

starts at $567 per month

 

  • Books, Advising, & Tax Prep (Sole Prop) - For founders who want complete peace of mind — from monthly books to year-end taxes.

    This package combines ongoing bookkeeping, quarterly advising, and annual tax preparation to give you a clear, consistent, and stress-free financial foundation all year long. You’ll have up to date books, know how your business is performing, and what to expect when tax season arrives.

  • Annual Tax Preparation - Annual tax preparation of your return (Business and Personal) 1040 Personal Return plus Schedule C
  • Quarterly Estimated Tax Payments - One Set of Quarterly Estimated Tax Payments
  • Monthly Transaction Categorization
  • Financial Statement Packet
  • Monthly Reconciliation
  • Quarterly Clarity Meetings
  • Unlimited Email Support

S Corporation

starts at $625 per month

 

  • Books, Advising, & Tax Prep (S Corp) - For founders who want complete peace of mind — from monthly books to year-end taxes.

    This package combines ongoing bookkeeping, quarterly advising, and annual tax preparation to give you a clear, consistent, and stress-free financial foundation all year long. You’ll have up to date books, know how your business is performing, and what to expect when tax season arrives.

  • Annual Tax Preparation - Annual tax preparation of your return (Business and Personal) 1120S S Corporation Return plus 1040 Personal Return
  • Quarterly Estimated Tax Payments - One Set of Quarterly Estimated Tax Payments
  • Monthly Transaction Categorization
  • Financial Statement Packet
  • Monthly Reconciliation
  • Quarterly Clarity Meetings
  • Unlimited Email Support

Add Ons:

 

Account Receivable: $75

Additional Transactions (up to 50) $35

Bookkeeping Clean Up: $1500

Contractors (up to 3): $75

Contractors (up to 6): $125

Contractors (up to 9): $175

Payroll: $100

Reconciliation: $475

Receipt Management: $35

Clarity/Advisory Meeting

$350 per call

 

One 60-minute one-on-one advisory call to address your specific accounting or tax concerns, followed by a personalized summary email within 1–2 business days that outlines key takeaways, recommended next steps, and any relevant resources.

For business owners who want clarity, strategy, and expert guidance—fast. This offer is for you if you need a focused, one-on-one session to tackle your biggest financial or operational questions. Whether you're navigating tax decisions, refining your pricing, streamlining workflows, or seeking strategic direction in your business, this hour is designed to provide high-level insights and actionable next steps.

You’ll leave the session with:
✓ Personalized recommendations tailored to your goals
✓ Clarity around your most pressing business or financial decisions
✓ Confidence to move forward with intention

*This base pricing applies to most of our bookkeeping clients. If your situation requires additional work, pricing may be adjusted and you’ll be notified ahead of time.

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