Subscription Based Pricing
Bookkeeping & Advisory
Taxes
Bookkeeping
Starting at $550 / month
Peace of Mind
We offer a 30-day money back guarantee. No questions asked.
Monthly Bookkeeping
We will keep your books clean as a whistle! We will add all of your transactions to your accounting software and make sure everything is reconciled by the 10th of the following month.
Regular bookkeeping provides clear insights into your financial performance. You’ll have answers to essential questions, such as:
• How much money are we making? Regularly tracking income and expenses helps you understand your profitability and cash flow.
• Are my books “tax return ready?” Keeping accurate records ensures that you are prepared for tax season, reducing the stress and potential for errors.
• How are we performing against our goals? Bookkeeping allows you to measure progress toward your financial goals, helping you identify areas for improvement.
Strategy Meeting - Annual
Hour-long meetings to review your financial performance. The agenda will generally be as follows:
What do you think?
- What’s going well?
- What’s not going well?
- How can we be most helpful?
Current Issues
- Upcoming deadlines
- Unusual transactions we need help classifying
Financial Review
- Accounts Receivable Aging
- Accounts Payable Aging
- Balance Sheet
- Profit & Loss Statement
- Cash Flow Statement
Email Support - Limited
Have a question throughout the year? No problem. We will provide a reasonable amount of email support (less than 5 inquiries per year) throughout the year.
Payroll via Gusto
We support weekly, bi-weekly, semi-monthly or monthly payroll services provided via the Gusto software platform.
Business Tax Return
Preparation of (1) business income tax return per year. Either…
- S Corporation – Form 1120S, or
- Partnership – Form 1065
Better Answers:
- How much money are we making?
- Are my books "tax return ready?"
Accounting
Starting at $1,075 / month
Peace of Mind
We offer a 30-day money back guarantee. No questions asked.
Monthly Bookkeeping
We will keep your books clean as a whistle! We will add all of your transactions to your accounting software and make sure everything is reconciled by the 10th of the following month.
Regular bookkeeping provides clear insights into your financial performance. You’ll have answers to essential questions, such as:
• How much money are we making? Regularly tracking income and expenses helps you understand your profitability and cash flow.
• Are my books “tax return ready?” Keeping accurate records ensures that you are prepared for tax season, reducing the stress and potential for errors.
• How are we performing against our goals? Bookkeeping allows you to measure progress toward your financial goals, helping you identify areas for improvement.
Strategy Meeting - 5 per Year
Hour-long meetings to review your financial performance. The agenda will generally be as follows:
What do you think?
- What’s going well?
- What’s not going well?
- How can we be most helpful?
Current Issues
- Upcoming deadlines
- Unusual transactions we need help classifying
Financial Review
- Accounts Receivable Aging
- Accounts Payable Aging
- Balance Sheet
- Profit & Loss Statement
- Cash Flow Statement
Email Support - Unlimited
Have a question throughout the year? No problem. You’ll never get a separate bill for sending us a question via email.
Payroll via Gusto
We support weekly, bi-weekly, semi-monthly or monthly payroll services provided via the Gusto software platform.
Business Tax Return
Preparation of (1) business income tax return per year. Either…
- S Corporation – Form 1120S, or
- Partnership – Form 1065
Analytics Dashboard
Creation and ongoing maintenance of your financial dashboard. This is where all of the reporting and analytics will happen:
- KPIs (e.g. – burn rate, months of cash reserve)
- Financial statements (e.g. – P&L, balance sheet)
- Analysis (e.g. – How are we doing against budget? When do we need to hire our next employee?)
Financial Roadmap
This is a yearly budget. Yearly budgets help a business figure out how it’s going to get from “here” to “there,” wherever “there” is. Plus, like a GPS in your car, it gives you data points to track against along the way.
For more information on what a Financial Roadmap is, check out this short video (< 2 mins).
Better Answers:
- How much money are we making?
- What are our business’s margins?
- What milestones do I need to hit to achieve X goal?
- How is our business performing against our goal?
Advisory
Starting at $1,375 / month
Peace of Mind
We offer a 30-day money back guarantee. No questions asked.
Monthly Bookkeeping
We will keep your books clean as a whistle! We will add all of your transactions to your accounting software and make sure everything is reconciled by the 10th of the following month.
Regular bookkeeping provides clear insights into your financial performance. You’ll have answers to essential questions, such as:
• How much money are we making? Regularly tracking income and expenses helps you understand your profitability and cash flow.
• Are my books “tax return ready?” Keeping accurate records ensures that you are prepared for tax season, reducing the stress and potential for errors.
• How are we performing against our goals? Bookkeeping allows you to measure progress toward your financial goals, helping you identify areas for improvement.
Strategy Meeting - 10 per Year
Hour-long meetings to review your financial performance. The agenda will generally be as follows:
What do you think?
- What’s going well?
- What’s not going well?
- How can we be most helpful?
Current Issues
- Upcoming deadlines
- Unusual transactions we need help classifying
Financial Review
- Accounts Receivable Aging
- Accounts Payable Aging
- Balance Sheet
- Profit & Loss Statement
- Cash Flow Statement
Email Support - Unlimited
Have a question throughout the year? No problem. You’ll never get a separate bill for sending us a question via email.
Payroll via Gusto
We support weekly, bi-weekly, semi-monthly or monthly payroll services provided via the Gusto software platform.
Business Tax Return
Preparation of (1) business income tax return per year. Either…
- S Corporation – Form 1120S, or
- Partnership – Form 1065
Analytics Dashboard
Creation and ongoing maintenance of your financial dashboard. This is where all of the reporting and analytics will happen:
- KPIs (e.g. – burn rate, months of cash reserve)
- Financial statements (e.g. – P&L, balance sheet)
- Analysis (e.g. – How are we doing against budget? When do we need to hire our next employee?)
Financial Roadmap
This is a yearly budget. Yearly budgets help a business figure out how it’s going to get from “here” to “there,” wherever “there” is. Plus, like a GPS in your car, it gives you data points to track against along the way.
For more information on what a Financial Roadmap is, check out this short video (< 2 mins).
Dedicated Slack Channel
Have quick questions throughout the day? Prefer a quicker method of communication? No problem. We will set you up with a dedicated Slack channel with access to our team.
Industry Benchmarking
Understand your position in the market:
• How does our business stack up against other businesses like ours? Gain insights into industry standards and identify growth opportunities.
Better Answers:
- How much money are we making?
- What are our business’s margins?
- What milestones do I need to hit to achieve X goal?
- How is our business performing against our goal?
- How should we pay our people?
- How much money do my customers owe me and how long have they owed it for?
- How much money do I owe vendors?
- How does our business stack up against other businesses like ours?
- How much should we pay the owners of the business?
- How do we make sure the spending doesn’t get out of control?
- How do we make sure those expenses are attributed to the correct customers?
Available Add-ons:
- Accrual accounting
- Accounts Payable & Bill Pay
- Personal Tax Return Preparation
- Tax Planning
- Contractor 1099 Preparation
- Bookkeeping Cleanup
Compliance
$1,500 / year
We will get your tax return filed and analyze some tax strategies:
Key Advantages
1 Personal Tax Return
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Tax Return Review via Loom Recording
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Quarterly Estimated Tax Calculations — Safe Harbor Only
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Tax Optimization Checklist — Annual
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Quarterly Tax Savings Newsletter
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Tax Strategy Call — Annual
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Guaranteed Turnaround Times — 6 Weeks
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Tax Return Extension — Firm's Discretion
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Point of Contact — Staff Accountant
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Business Return — $2,000 a la carte add-on
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Proactive
$5,000 / year
Faster turnaround time, and we will help you optimize your tax situation periodically throughout the year:
Key Advantages
1 Personal Tax Return
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Tax Return Review via Loom Recording
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Quarterly Estimated Tax Calculations — Safe Harbor Only
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Tax Optimization Checklist — Quarterly
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Quarterly Tax Savings Newsletter
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Tax Strategy Call — 4 Weeks
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Guaranteed Turnaround Times — 6 Weeks
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Tax Return Extension — Client's Discretion
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Point of Contact — Manager or Above
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Personalized Tax Plan
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Government Notice Response
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Email Support - Basic
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Business Return — $2,000 a la carte add-on
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Advisory
$15,000 / year
Fastest turnaround time, audit protection and we work closely with you throughout the year:
Key Advantages
1 Personal Tax Return
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Tax Return Review via Loom Recording
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Customized Quarterly Estimated Tax Calculations
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Tax Optimization Checklist — Monthly
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Quarterly Tax Savings Newsletter
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Tax Strategy Call — 4 Weeks
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Guaranteed Turnaround Times — 2 Weeks
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Tax Return Extension — Client's Discretion
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Point of Contact — Manager or Above
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Personalized Tax Plan
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Government Notice Response
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Email Support - Premium
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Tax Audit Support
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Business Return — $2,000 a la carte add-on
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Why Work with Us
Our Core Focus™
Our core values guide our actions and decisions, ensuring we consistently deliver exceptional service and build trustworthy relationships that benefit our customers.
Purpose / Cause / Passion
Niche
Thank you for talking me off of a cliff. It is very much appreciated, you saved me hundreds of thousands of dollars. You are worth every penny.
Thomas Kuoh
Kuoh Photography
If you need someone to grow your business the correct way, your first call should be to Better Numbers. Your second call can be to your clients.
Mike Wilcox
Khronos
This team has made our business more profitable (by more than 50%), and they have been valuable partners in helping our marketing agency growing smarter.
Heather Bragg
Bragg Media