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Monthly plans & custom packages

Accounting support sized to your business.

Compare monthly bookkeeping plans and combine payroll, tax preparation, and forms filing in an agreed service package.

Find My Plan

U.S. accounting expertise. Direct, in-house service.

Work directly with our accountants—no outsourced accounting staff. We understand accounting principles, businesses, payroll, taxes and financial positions. Software and AI support our work; we investigate and verify their outputs.

We work across a broad range of accounting, payroll and business software, not only QuickBooks and Gusto. Platform compatibility, integrations and access are confirmed before work begins.

Discuss Your Accounting Needs

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

$200 / month

For businesses with straightforward books.

  • Up to 100 transactions per month
  • Up to 2 bank / credit card accounts
  • Categorization & reconciliation
  • Monthly profit and loss & balance sheet
  • Email support
Request Essentials

Starter Core

From $350 / month

For businesses that need more reporting.

  • Up to 200 transactions per month
  • Up to 3 accounts
  • Essentials bookkeeping services
  • Monthly cash flow statement
  • General ledger maintenance
Request Starter Core

For growing businesses

Professional Growth

From $650 / month

For owners who want deeper financial insight.

  • Up to 500 transactions per month
  • Up to 6 accounts
  • Core financial statements
  • Budget vs. actual reporting
  • Monthly review meeting
Request Professional

Enterprise Complete

From $1,100 / month

For businesses with more complex operations.

  • Custom transaction & account limits
  • Agreed A/P & A/R support
  • Payroll integration with your books
  • Management reporting
  • Cash flow forecasting scope by agreement
Build My Package

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.

Build a coordinated business package.

Start with a bookkeeping plan and add services to fit your business. Your proposal combines the work into a clear scope with one point of contact.

Books + Payroll

Monthly bookkeeping plus agreed payroll processing and routine payroll filings. Pricing depends on employees, pay frequency, jurisdictions, and software.

Books + Tax Preparation

Monthly bookkeeping plus an agreed annual corporation income tax return. Your proposal names the entity, return type, tax year, and states included.

Complete Business Support

Coordinate bookkeeping, payroll, tax preparation, and forms filing. Each service, limit, fee, and responsibility is listed in your agreement.

One-time projects and add-ons

Cleanup & catch-up

Quoted after reviewing the periods, accounts, missing records, and corrections involved.

QuickBooks setup

Company setup, chart of accounts organization, and an agreed handover or training session.

Forms & additional support

W-2 and 1099 filing, sales tax work, A/P and A/R support, and other agreed tasks are quoted for the volume and complexity.

Before your plan begins

  • We confirm transaction volume, accounts, entity, software, and record readiness.
  • Prior-period cleanup and setup are separately scoped.
  • Your agreement lists recurring fees, billing terms, service limits, and support.
  • Payroll runs, employee counts, forms, and states are defined when included.
  • Software subscriptions and filing fees are identified in your proposal.
  • Pricing is reviewed when the agreed volume or scope changes.
What counts as a transaction?

Your proposal defines how transactions are counted, including bank and credit card activity and any payment platform or bookkeeping entries that affect the scope.

Can I cancel or change my plan?

Your service agreement sets the cancellation notice, billing terms, plan changes, and any annual tax preparation billed through monthly installments. Review those terms before enrolling.

Does selecting a plan charge me?

No. These buttons request a proposal. Your scope and billing arrangement are confirmed before any subscription starts.

Let’s find your next step.

Tell us about your business and the support you need.

Find My Plan

Explore all services · (614) 714-8350 · info@expressbooksllc.com