Services

Bookkeeping that keeps you in control

Monthly reconciliations, clean reporting, and dependable support so your business stays on track.

100% US-based Tax-ready clean books Monthly check-ins
Essentials
$250/month

Up to 100 transactions, 2 accounts, monthly P&L and balance sheet.

Plus
$500/month

Up to 200 transactions, 4 accounts, sales tax filing, light A/P & A/R tracking.

Pro
$800+/month

Up to 400 transactions, payroll, custom reporting, monthly review meeting.

Packages

Monthly bookkeeping packages

We match scope to your volume so you get accurate books without paying for more than you need.

Feature
Essentials
$250/month
Plus
$500/month
Pro
$800/month
Monthly transaction categorization
Monthly transaction limit
Up to 100
Up to 200
Up to 400
Bank & credit card reconciliations
Up to 2 accounts
Up to 4 accounts
Multiple accounts
Monthly P&L and balance sheet
Year-end tax-ready financials
Secure client portal
Email support
Standard
Priority
Priority
Sales tax filing (single state)
Payroll processing
Custom reporting

Essentials

$250/month

  • Monthly transaction categorizationIncluded
  • Monthly transaction limitUp to 100
  • Bank & credit card reconciliationsUp to 2 accounts
  • Monthly P&L and balance sheetIncluded
  • Year-end tax-ready financialsIncluded
  • Secure client portalIncluded
  • Email supportStandard
  • Sales tax filing (single state)Not included
  • Payroll processingNot included
  • Custom reportingNot included

Plus

$500/month

  • Monthly transaction categorizationIncluded
  • Monthly transaction limitUp to 200
  • Bank & credit card reconciliationsUp to 4 accounts
  • Monthly P&L and balance sheetIncluded
  • Year-end tax-ready financialsIncluded
  • Secure client portalIncluded
  • Email supportPriority
  • Sales tax filing (single state)Included
  • Payroll processingNot included
  • Custom reportingNot included

Pro

$800/month

  • Monthly transaction categorizationIncluded
  • Monthly transaction limitUp to 400
  • Bank & credit card reconciliationsMultiple accounts
  • Monthly P&L and balance sheetIncluded
  • Year-end tax-ready financialsIncluded
  • Secure client portalIncluded
  • Email supportPriority
  • Sales tax filing (single state)Included
  • Payroll processingIncluded
  • Custom reportingIncluded

All packages include QuickBooks Online. If your volume consistently exceeds your tier, we'll recommend the right fit.

Optional add-ons

Extend your package

Add-ons are quoted separately and layered in only when you need them.

Bookkeeping clean-up

Catch-up work for months or years behind. Quoted per month of cleanup.

Additional accounts

Extra bank or credit card accounts beyond your package limit.

Additional transactions

Handle spikes or ongoing volume beyond your tier's monthly limit.

Additional rental properties

Per-property tracking for real estate investors with multiple rentals.

QuickBooks setup

One-time setup or conversion to get your books configured properly.

1099 preparation & filing

Annual contractor reporting and filing service.

QuickBooks setup

QuickBooks Online setup

We configure your books the right way from day one, then hand you clean reporting and a consistent workflow.

Base setup (Core) — $400–$600

Great for new or simple businesses with straightforward needs.

  • Company settings & preferences
  • Chart of accounts tailored to your business
  • Banking & credit card connection walk-through
  • Initial income & expense setup
  • Single-state sales tax setup

Enhanced setup — $600–$900

Ideal for multiple rentals, invoicing, or complex revenue streams.

  • Everything in Base setup
  • Class/location or project setup
  • Custom reporting configuration
  • QuickBooks Online training walk-through
  • Payroll or additional feature orientation
Clean-up & catch-up

Get your books back on track

Behind on bookkeeping? We can clean up and reconcile your past records without judgment.

What this service includes

  • Review of your current setup
  • Cleanup of misclassified transactions
  • Bank & credit card reconciliations
  • Corrected financial reports

Who this is for

  • You're behind on bookkeeping
  • You have messy or inconsistent records
  • You need tax-ready books quickly
Starting investment
$250 per month of clean-up
Book Your Cleanup
Secure assessment & consultation
Why TaxCaliber

Why clients choose us

US-based, fully virtual firm

Your data stays in the US. Work with us from anywhere—no office visits needed.

Clear scope & transparent pricing

No hidden fees. You know exactly what you’re paying for before work begins.

Detail-focused, methodical approach

Every transaction categorized correctly. Every reconciliation checked.

Books prepared with tax accuracy

Year-end financials ready for your CPA—or we can handle tax prep too.

Ready to simplify your bookkeeping?
Start your journey today.

Start with a free 15-minute introductory meeting. No obligation—just a chance to see if we're the right fit for your business.