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Everything You Need, Even If You Don’t Know How to Ask For It

Our Services

How We Work

Turn your business goals into reality with our diverse range of professional services tailored specifically for small businesses

FIRST MEETING

We start with an in-depth consultation to understand your needs and challenges.

BOOKKEEPING

We’ll manage your books, so you can focus on what matters—growing your business.

TAX PLANNING

We provide proactive tax strategies to minimize your tax burden and improve cash flow.

CONSULTING

Beyond tax prep, we help you plan for long-term success with strategies tailored to your business.

SUPPORT

We offer monthly retainer packages that ensure your business stays on track year-round.

EXPLORE OUR WIDE RANGE OF PROFESSIONAL SERVICES FOR SMALL BUSINESSES

Our Proven Process

We use a proven three part strategy to help guide you and your business in the direction you want to go

BOOKKEEPING

 

First, we help you get clarity on where your business is. Our bulletproof bookkeeping system will get you organized and informed. Allowing you to focus on running your business.

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STRATEGIC ADVISORY

 

Once your books are accurate and optimized, we then analyze what you are doing with your business. Helping you on what decisions and steps you need to take to improve your bottom line and take your business to the next level!

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TAX SERVICES

 

Third, we get your company prepared and optimized to only be paying what you should be in taxes. We help you get clarity on where your business is. You should never have to pay more than you have to when it comes to taxes.

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Our Monthly Plans and Pricing

Choose the Best Package For Your Business

Basic

$300/mo*

Budget Friendly

  • Monthly Bookkeeping
  • Business Tax Return
  • Payroll Assistance
  • Invoicing Support
  • Annual conference to review performance

Bookkeeping and compliance services to keep your financials organized.

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Advanced

$400/mo*

Most Popular

  • Monthly Bookkeeping
  • Business Tax Return
  • Payroll Assistance
  • Invoicing Support
  • Quarterly Tax Projection & Planning
  • Quarterly conference to review performance

Bookkeeping plus tax planning and consulting for more proactive management.

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Professional

$800/mo*

Top Features

  • Monthly Bookkeeping
  • Business Tax Return
  • Payroll Management
  • Invoicing Support
  • Bill Pay
  • Sales Tax Filing
  • Unlimited Phone, Email, & Meetings
  • Monthly Tax Projection & Planning
  • Monthly conference to review performance

Comprehensive financial guidance with regular check-ins, helping you achieve long-term growth.

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Empowering Small Business Success:

Our Commitment and 100% Satisfaction Guarantee

 

At Keep the Books, we are deeply committed to supporting small business entrepreneurs on their journey to success. We understand the challenges and complexities that arise in managing your financial affairs, and we are here to alleviate that burden.

Our dedicated team of experienced accountants and tax professionals work tirelessly to ensure your financial needs are met with utmost precision and care.

With our unwavering commitment to excellence, we guarantee 100% satisfaction, going above and beyond to exceed your expectations. Your success is our priority, and we are honored to be your trusted partner in achieving your business goals.

Experience the peace of mind that comes from working with a team that truly cares about your success.

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