01 / BOOKKEEPING
Know where your business stands.
Transaction categorization, account reconciliation, and monthly profit and loss and balance sheet reports. Support for QuickBooks Online and Desktop.
Explore bookkeeping services →ExpressBooks · Accounting & Tax Services
Accounting, Bookkeeping, Tax & Payroll Professionals
Remote services tailored to your business, with clear pricing and an agreed scope of work.
Browse bookkeeping, payroll & tax resources →
All services are remote or virtual. Meetings are by appointment and confirmed after your request.
Remote & virtual servicesQuickBooks Online & DesktopCorporation & individual tax preparationCall (614) 714-8350
Practical support, throughout the year
Accounting services that fit the way you work.
Choose ongoing support or get help with a specific project. We bring your bookkeeping, payroll, and filing needs into one coordinated workflow.
02 / PAYROLL
Keep payroll connected to your books.
Scheduled payroll processing, payroll journal entries, and applicable payroll tax filings, including Forms 941 and 940 within your agreed service scope.
Explore payroll services →03 / TAX PREPARATION
Be ready for tax season.
Individual and corporation income tax preparation, with a review of the records and supporting documents needed for your return.
Explore tax preparation →04 / CLEANUP & CATCH-UP
Get your books back on track.
Behind on your bookkeeping? Start with a review of your records, a defined cleanup project, and a plan to keep your books current.
Request a cleanup review →05 / FORMS FILING
Bring your filing needs together.
Preparation and filing support for W-2s, 1099s, and other agreed business forms. Filing requirements and deadlines are reviewed for your situation.
Explore forms & sales tax filing →06 / QUICKBOOKS SUPPORT
Build a better bookkeeping workflow.
Company setup, chart of accounts organization, and help using QuickBooks Online or Desktop to maintain useful financial records.
Explore QuickBooks support →COMBINE SERVICES · CUSTOM PACKAGE SAVINGS
Three packages. One agreed monthly payment.
Bundle services and save with pricing tailored to your business. We review your records, service overlap and needs before quoting. Your proposal compares the agreed combined service fees with the same services purchased separately and confirms any savings; no fixed discount or savings amount is guaranteed. One combined monthly ACH auto-payment is based on the services, authorization and payment schedule in your written agreement.
Cleanup & Catch-up + Monthly Bookkeeping
Bring overdue records up to date, then move into a consistent monthly bookkeeping routine. ExpressBooks coordinates your catch-up project and ongoing close through one remote service package.
Explore package and savings →Monthly Bookkeeping + Annual Corporation or Partnership Tax Return
Keep your books organized throughout the year and coordinate your annual corporation or partnership tax return with the same agreed service package. All work is remote, with meetings by confirmed appointment.
Explore package and savings →Bookkeeping + Annual Tax Return + Payroll
Coordinate monthly bookkeeping, an annual corporation or partnership tax return and payroll processing in one ExpressBooks package. Get a defined workflow for your records, payroll approvals and year-end filing.
Explore package and savings →Software and provider costs, government fees and tax payments are excluded. Your proposal confirms included work, any agreed service savings, any allocated cleanup or annual-return fees and the final monthly amount. Private payment links are provided to approved clients.
Work with the platforms you use
Connected support. Flexible software options.
ExpressBooks works with QuickBooks Online Accountant, QuickBooks Desktop and a Gusto partner account to support client bookkeeping and payroll workflows.
Eligible clients may qualify for provider subscription discounts through available accountant or partner programs. Eligibility, plans, billing arrangements, duration and renewal prices depend on the provider’s current terms and are confirmed before enrollment. Discounts are not guaranteed or automatically combined with service-package savings.
Need year-end reports only?
Request cleanup and a financial reporting package without enrolling in monthly bookkeeping or purchasing your own software subscription. We can work from your existing books or use our licensed tools to prepare the agreed reports.
Explore year-end cleanup & reports →Monthly bookkeeping plans
The right foundation. Room to grow.
Start with the bookkeeping support you need. Add payroll, tax preparation, and forms filing to build a coordinated package with one point of contact.
Micro Essentials
$200per month
- Up to 100 transactions / month
- Up to 2 bank / card accounts
- Categorization & reconciliation
- Monthly profit & loss and balance sheet
Starter Core
From $350per month
- Up to 200 transactions / month
- Up to 3 bank / card accounts
- General ledger maintenance
- Monthly cash flow statement
Professional Growth
From $650per month
- Up to 500 transactions / month
- Up to 6 bank / card accounts
- Budget vs. actual report
- Monthly review meeting
Enterprise Complete
From $1,100per month
- Custom transaction & account limits
- Agreed A/P & A/R support
- Management reporting scope
- Cash flow forecasting by agreement
Compare features side by side. On smaller screens, scroll the table horizontally. Choose “Reporting differences” to focus on financial reports.
| Feature | Micro Essentials | Starter Core | Professional Growth | Enterprise Complete |
|---|---|---|---|---|
| Monthly service fee | $200 | From $350 | From $650 | From $1,100 |
| Transactions / month | Up to 100 | Up to 200 | Up to 500 | Custom limits |
| Bank / credit card accounts | Up to 2 | Up to 3 | Up to 6 | Custom limits |
| Categorization & reconciliation | Included | Included | Included | By agreement |
| Profit & loss and balance sheet | Monthly | Monthly | Core financial statements | Management reporting scope |
| Cash flow statement | Separately quoted | Monthly | Confirm reporting scope | By agreement |
| General ledger maintenance | Confirm scope | Included | Confirm scope | By agreement |
| Budget vs. actual report | Separately quoted | Separately quoted | Included | By agreement |
| Review meeting | By appointment | By appointment | Monthly | By agreement |
| A/P & A/R support | Separately quoted | Separately quoted | Separately quoted | Agreed support |
| Payroll integration with books | Confirm scope | Confirm scope | Confirm scope | Included in agreed scope |
| Cash flow forecasting | Separately quoted | Separately quoted | Separately quoted | Scope by agreement |
| Payroll processing, tax returns & cleanup | Separately quoted | Separately quoted | Separately quoted | Unless expressly included |
| Choose your next step | Request Essentials | Request Starter | Request Professional | Build My Package |
What do these reports help me understand?
A profit and loss report summarizes income and expenses. A balance sheet shows assets, liabilities and equity. A cash flow statement explains cash movement. Budget vs. actual reporting compares results with your plan. Forecasting looks ahead and depends on agreed assumptions.
One business entity per plan. Final scope and pricing are confirmed after reviewing your records. Prior-period cleanup, software, payroll processing, tax returns, and forms filing are separately quoted unless expressly included in your agreement. Requesting a plan does not start a subscription or charge your account.
Your business, understood
Clear books. Clear communication.
ExpressBooks helps business owners spend less time sorting financial paperwork and more time running their businesses. We work with your records and explain what your financial reports mean.
Our experienced team provides remote bookkeeping and coordinated payroll and tax preparation support. Whether you use QuickBooks Online or Desktop, we start by understanding your current setup and the help you need.
Meet ExpressBooksWhat you can expect
- A service scope agreed before work begins
- Financial reports you can use to understand your business
- A clear list of documents and information we need
- One point of contact for your agreed services
- Support that grows with your business
Getting started
From scattered paperwork to a clear plan.
01 / TELL US ABOUT YOUR BUSINESS
Start with a conversation.
Share your software, transaction volume, payroll needs, and whether your books are current.
02 / REVIEW YOUR SCOPE
Choose the right support.
We review your needs and provide a proposal with service limits, pricing, and any cleanup work.
03 / GET ORGANIZED
Build a reliable routine.
Complete onboarding, provide the requested records, and begin the workflow outlined in your agreement.
Small business resources
Understand your next financial step.
Practical guides for clearer books, payroll decisions and tax preparation.
Explore All ResourcesBookkeeping
A practical monthly bookkeeping routine
The records, reconciliations and reports that make your books useful.
Read the guide →QuickBooks
Clean up QuickBooks before tax season
A step-by-step review of missing records, duplicate entries and reconciliations.
Read the guide →Corporation tax
When should an LLC consider S corporation status?
Eligibility, payroll responsibilities and the full cost of an election.
Read the guide →Common questions
A few things you may be wondering.
Do you work with QuickBooks Online and Desktop?
Yes. ExpressBooks has experience with both QuickBooks Online and QuickBooks Desktop. We review your version, access method, and company file before confirming the service scope.
Can bookkeeping, payroll, and taxes be combined?
Yes. We can prepare a coordinated package around your business. Your proposal identifies which bookkeeping, payroll processing, payroll filings, tax returns, and other forms are included.
What if my books are several months behind?
We can assess your records and quote catch-up or cleanup work separately. Once the agreed cleanup is complete, you can move into a monthly bookkeeping plan.
How do remote services and meetings work?
All services are remote or virtual, with meetings by appointment. Request a meeting through our contact form; your preferred time is confirmed by ExpressBooks before an appointment is scheduled. Availability and scope depend on your software, entity type, states involved, and filing needs. Contact us to discuss your situation.
Are tax preparation and software included in every plan?
No. Tax preparation, payroll processing, forms filing, software subscriptions, and prior-period cleanup are separately quoted unless your written agreement expressly includes them.
Let’s find your next step.
Choose your services and share preferred meeting times. We’ll confirm availability and discuss the right scope for you.
Prefer to talk? (614) 714-8350 · info@expressbooksllc.com