Pricing
Flat rates. No surprises.
Most small businesses lose thousands each year due to messy books and avoidable tax issues. Clean, reliable bookkeeping costs less than one bad decision.
Pricing
Most small businesses lose thousands each year due to messy books and avoidable tax issues. Clean, reliable bookkeeping costs less than one bad decision.
Simple, accurate bookkeeping every month.
- Expense categorization
- Monthly bank and credit card reconciliation
- Monthly financial statements
Best for freelancers and solo owners under $150k revenue.
Book A CallClear numbers that support growth.
- Everything in Essential
- Light AR and AP tracking
- Quarterly performance summary
- Priority support
Best for growing businesses with multiple accounts.
Book A CallHands-on support and advanced reporting.
- Everything in Growth
- Custom reports and KPI dashboard
- Accrual, payroll, and loan tracking
- Monthly Loom walkthrough
- CPA-ready books for tax time
Best for established or multi-entity businesses.
Book A CallQuarterly bookkeeping is available at 75% of the monthly rate. Ideal if you don't need monthly reports but still want clean, tax-ready books.
Add-Ons
Bolt on what you need. Optional modules that attach to any plan. Each one is scoped and capped, so it stays a flat, predictable line.
Managed Payroll
Payroll run on a trusted platform (Gusto or ADP), managed end to end by us: pay runs, direct deposit, and filings handled by the platform. You approve, we operate.
Includes new-hire setup, PTO tracking, and clean payroll journal entries in your books.
1099 Filing
Contractor tracking through the year and full 1099-NEC preparation, e-filing, and recipient copies at year-end. No January scramble.
Free with Premium plans filing 10 or fewer forms.
Sales Tax Filing
We prepare and file your recurring sales & use tax returns in states where you're already registered. Monthly, quarterly, or annually, on the deadline, every time.
Need registration or nexus determination? See below.
Bigger scope becomes a custom package.
Over 10 employees, more than 3 states, multi-state nexus studies, registrations, or full-service payroll processing? That's advisory, scoped separately through Zamilpa & Co., so your Blue plan stays flat and predictable.