Clear pricing for businesses that want clear answers

Bookkeeping & Advisory

Taxes

Bookkeeping

Starting at $550 / month

Your books, done right and on time. We handle the numbers so you can focus on the business.

Peace of Mind

We offer a 30-day money back guarantee. No questions asked.

Monthly Bookkeeping

Your books, reconciled in QuickBooks Online by the 10th of every month. Every transaction categorized. You’ll know how much you’re making and whether your books are tax-season ready.

Strategy Meeting - Annual

One hour-long meeting per year to review your P&L, balance sheet, and cash flow. We’ll flag anything that looks off and answer your questions.

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

Payroll for up to 10 employees through Gusto. We handle setup and ongoing processing. You pick the schedule.

Business Tax Return

One business tax return per year (S-Corp 1120S or Partnership 1065). State returns included. You’ll get a Loom walkthrough of the return.

Better Answers:

Accounting

Starting at $1,075 / month

Everything in Bookkeeping, plus reporting, a budget, and regular strategy meetings to keep you on track.

Monthly Bookkeeping

(Same as Bookkeeping Tier)

Strategy Meeting - 5 per Year

Five hour-long meetings per year to review your financials, track progress against your budget, and plan ahead. We bring the data. You bring the questions.

Email Support - Unlimited

Got a question? Send it over. You’ll never get a separate bill for emailing us.

Analytics Dashboard

Your financial dashboard, built in Fathom. KPIs like burn rate and cash reserve. Financial statements that make sense. Analysis that answers: How are we doing against budget?

Financial Roadmap

An annual budget built around where you want your business to go. We build the plan together, then track progress so you know if you’re on pace.

Better Answers:

Advisory

Starting at $1,375 / month

A financial partner, not just an accountant. Monthly meetings, Slack access, and industry benchmarking.

Strategy Meeting - 10 per Year

Ten hour-long meetings per year. This is where we dig into KPIs, review margins, talk through hiring decisions, and flag problems before they hit your P&L.

Dedicated Slack Channel

Direct access to our team through a dedicated Slack channel. Quick questions, doc sharing, status updates. Faster than email, less formal than a meeting.

Industry Benchmarking

At least once a year, we benchmark your financials against businesses like yours. Revenue per employee, margins, overhead. You’ll know where you stand.

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

Your return, prepared and filed accurately with a Loom walkthrough so you actually understand it. Plus an annual review to make sure you’re not leaving money on the table.

Key Advantages

1 Personal Tax Return

Your personal tax return (Form 1040), including state returns. One return per year for an individual or married filing jointly.

Tax Return Review via Loom Recording

A 5–7 minute Loom video walking through the highlights of your return. No jargon, just a clear explanation of what’s in it and why.

Quarterly Estimated Tax Calculations — Safe Harbor Only

Quarterly estimates based on 110% of last year’s tax. The amount that keeps you penalty-free. Simple and predictable.

Tax Optimization Checklist — Annual

Once a year, we walk through our checklist of common tax-saving strategies to see which ones apply to your situation.

Quarterly Tax Savings Newsletter

Tax news and practical savings strategies in your inbox each quarter. Relevant to business owners like you.

Tax Strategy Call — Annual

One hour-long call per year (usually in the fall) to review your tax situation and walk through optimization opportunities,

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Proactive

$5,000 / year

Quarterly tax planning, a personalized tax plan, and someone reviewing your situation all year. No more surprise tax bills.

Key Advantages

Personal Tax Return

Your personal tax return (Form 1040), including state returns. One return per year for an individual or married filing jointly.

Tax Return Review via Zoom Meeting

A live Zoom meeting to review your return together and answer questions in real time. You’ll also get a Loom video for your records.

Quarterly Estimated Tax Calculations — Safe Harbor Only

Quarterly estimates based on 110% of last year’s tax. The amount that keeps you penalty-free. Simple and predictable.

Tax Optimization Checklist — Quarterly

Every quarter, we review the checklist against your current situation. Strategies that didn’t apply in Q1 might work by Q3.

Quarterly Tax Savings Newsletter

Tax news and practical savings strategies in your inbox each quarter. Relevant to business owners like you.

Tax Strategy Call — Quarterly

Quarterly hour-long calls to review your tax situation as it evolves. This is where we make real-time planning decisions.

Personalized Tax Plan

Once a year, we build a tax plan around your specific situation. Not a checklist. An in-depth analysis with strategies we help you implement.

Government Notice Response

Got a letter from the IRS or state? We’ll figure out what it means and help resolve it. (Does not cover full audit support.)

Email Support - Limited

Tax questions between meetings? We’re here for up to 5 email inquiries per year.

Better Answers:

Advisory

$15,000 / year

Year-round tax strategy with monthly calls, audit support, and unlimited email access. For businesses where taxes need constant attention.

Key Advantages

Personal Tax Return

Your personal tax return (Form 1040), including state returns. One return per year for an individual or married filing jointly.

Tax Return Review via Zoom Meeting

A live Zoom meeting to review your return together and answer questions in real time. You’ll also get a Loom video for your records.

Quarterly Estimated Tax Calculations — Safe Harbor Only

Quarterly estimated tax calculations based on your actual income, not just last year’s numbers. More precise, better for cash flow.

Tax Optimization Checklist — Monthly

Monthly review of tax-saving opportunities. At this frequency, we catch things in real time as your situation changes.

Quarterly Tax Savings Newsletter

Tax news and practical savings strategies in your inbox each quarter. Relevant to business owners like you.

Tax Strategy Call — Monthly

Monthly hour-long strategy calls. At this level, tax planning is an ongoing conversation that adapts as your business changes.

Personalized Tax Plan

Once a year, we build a tax plan around your specific situation. Not a checklist. An in-depth analysis with strategies we help you implement.

Government Notice Response

Got a letter from the IRS or state? We’ll figure out what it means and help resolve it. (Does not cover full audit support.)

Email Support - Unlimited

Tax questions via email, any time. No limits, no extra charge. We’re here when you need us.

Tax Audit Support

If you’re selected for an audit, we’re with you. Documentation, response, and guidance through the process.

Better Answers:

Need more information? Read Our FAQs.

Fully-Scheduled Tax Preparation

What This Means for You

We don’t do “drop off your documents and wait.” At Better Numbers, all tax preparation is fully scheduled—so you always know what’s happening, what’s next, and when your return will be ready.
You book your preparation slot in advance through our scheduling portal. We block dedicated time on our calendar to prepare your return. No pile-ups. No guessing. No wondering where you are in line.
This process lets us deliver better work, on a predictable timeline, without last-minute scrambles.

Frequently Asked Questions

How does your tax season work?

Our tax season is fully scheduled from start to finish. After you sign your engagement letter, you’ll book a 15-minute Tax Organizer Walkthrough through our scheduling portal. Your completed organizer is due one day before that meeting. We meet on Zoom to review your organizer, answer questions, and clarify anything missing. After that, we block 7 calendar days on our calendar to prepare and deliver your return, which you’ll receive with a Loom video walkthrough or a live Zoom review, depending on your package.

Why is your tax preparation fully scheduled?

Scheduling ensures we only accept work we can complete on time. The traditional “drop it off and wait” approach creates a rush before deadlines. By scheduling in advance, we spread the workload and deliver better, more consistent work to every client.

What happens if I miss my organizer deadline?

Your return goes on extension and your scheduled slot opens up for another client. A re-booking fee applies. We take the schedule seriously because it’s how we maintain quality and predictable timelines.

Do you prepare returns year-round?

If the cash reserve calculator indicates that you don’t have enough, the next step is to increase the amount of cash reserves. How? The easy way is to increase sales, find new customer and charge higher prices. Another method is to examine your profit and loss statement. Find unnecessary expenses. Digital marketing agencies, for example, typically have multiple software subscriptions that aren’t bringing value to the business.

Does filing an extension hurt me?

No. An extension gives you more time to file, not more time to pay. If you owe tax, payment is still due by the original deadline.

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

Our purpose, cause and passion are simple: Just be helpful. We strive to be genuinely helpful in every interaction, ensuring we make a positive impact on those we serve.

Niche

We specialize in accounting, tax, and advisory services for growth-focused service businesses.

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