Designed for established single-provider practices that want reliable, on-time financial reporting delivered by the 10th. Core Bookkeeping is best for single-provider owners who want dependable structure without additional tax coordination and includes:

• Monthly close delivered by the 10th, guaranteed

• Accrual-based financial statements

• Bank and credit reconciliation

• Production and collection alignment

• Expense categorization and overhead structure

• Monthly performance review video

For practices that want monthly accounting and coordinated annual tax preparation under one structure, eliminating the disconnect between bookkeeping and year-end filing. Bookkeeping & Tax is best for owners who want alignment between operational reporting and tax filing and includes everything in Core Bookkeeping, plus:

• Coordinated tax preparation (business + owner)

• Year-round tax advisory support

• Quarterly tax estimate planning

• Ongoing communication between accounting and tax functions

Structured accounting, coordinated tax strategy, and ongoing performance insight designed to support growth and profitability decisions. Bookkeeping & Advisory is best for owners who want their financial reporting to actively guide business decisions and includes everything in Bookkeeping & Tax, plus:

• Monthly performance review

• Margin and overhead analysis

• Cash flow planning

• Hiring and compensation impact modeling

• Scenario planning for growth

This ensures the monthly work stays clean and on schedule from the start and includes:

• System access and setup

• Review of current books

• Alignment on close timing and expectations