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Bundle Bookkeeping + Tax + CFO to Save. Book a Call

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Everything Your Finances Need, One Dedicated Team

One U.S.-based team for bookkeeping, tax, payroll, and fractional CFO. Choose a service or bundle them together. From startups to established businesses, our pricing scales with the size and complexity of your organization.

Bundle Bookkeeping + Tax + CFO and Save.

Bookkeeping

Monthly & weekly books, done for you.

From $400 / month

Custom monthly & weekly plans.
Built around your business.

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What’s included

  • Dedicated U.S.-based accounting team
  • Cash or accrual books, closed monthly or weekly
  • Profit & Loss, Balance Sheet & financial insights
  • Bookkeeper360 software + app integrations
  • Unlimited support from your account team

Catch-up & prior-period cleanup and project bookkeeping available, from $1,000.

Tax Services

Filing, planning & year-round strategy.

From $1,200 / year

Business returns from $1,200.
Individual returns from $550.

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What’s included

  • Federal & state business returns (C/S-corp, Partnership, LLC)
  • Individual returns & full compliance
  • Tax planning & year-end strategy
  • Entity structure, R&D credits & tax notices
  • Business sales tax

Year-end planning & strategy engagements available to reduce liability.

Fractional CFO

Strategic finance leadership, on demand.

From $1,600 / month

Ongoing advisory & project work.
Scales with your growth.

Schedule a Consultation

What’s included

  • Dedicated CFO support
  • Monthly reporting & KPI dashboards
  • Budgeting, forecasting & cash flow analysis
  • Strategic planning & growth strategy
  • Capital deployment & fundraising support

12-month budgets & 3-year forecasts available as projects.

All plans include Bookkeeper360 software. No long-term commitment, with flexible month-to-month and annual options available.

How It Works Together

Why Most Clients Bundle Their Services

Bookkeeping

Keeps your financial records accurate.

Tax Services

Uses those records to uncover savings and ensure compliance.

Fractional CFO

Provides strategic guidance using the same financial data.

One Team. One System. Better Decisions.

We Work With

  • QuickBooks
  • Xero
  • Gusto

All Plans Include
Bookkeeper360 Software

Profit and loss report in the Bookkeeper360 app
Add To Any Plan

Additional Services

Build the back office your business needs. Add any of these to a bookkeeping, tax, or CFO plan.

Setup & Prior Bookkeeping

from $1,000

  • Book to tax reconciliation
  • App integrations
  • New QuickBooks Online or Xero setups
  • Chart of accounts creation & restructure
  • Prior month or multi-year bookkeeping projects

Tax Services

from $1,200

  • Business returns from $1,200
  • Individual returns from $550
  • Tax planning & strategy from $1,200
  • Entity structure & registrations
  • R&D tax credits

Sales Tax

from $125 / mo

  • Monthly or quarterly filings
  • State registrations
  • Nexus studies

Payroll Administration

from $200 / mo

  • Payroll processing & bonus payrolls
  • Gusto setup & time tracking
  • State & local payroll registrations
  • Onboarding/offboarding employees & contractors

Bill Pay & Invoicing

from $150 / mo

  • Bill pay and invoicing
  • Expense management
  • Inventory management
  • Third-party app integrations (Bill.com, Ramp, Cin7)

HR Services

from $750 / mo

  • HR Foundation compliance cleanup from $2,000
  • Strategic HR Advisory from $750 / mo
  • Fractional HR Services from $1,500 / mo
  • Handbooks, policies & employee files
  • Onboarding, offboarding & compliance oversight

Fractional CFO

from $1,600 / mo

  • Budgets, projections & forecasts
  • Capital deployment strategy
  • Business & financial plans
  • Strategic growth & vision
  • Consolidation reporting
What Clients Say

Check Out What Our Customers Are Saying

Google reviews

4.8 / 5 across 230+ verified Google reviews

Great team - diligent and fast! Switched to them after another bookkeeper burned out, and I have been thrilled with the results! Rob Howard Rob Howard Howard Development & Consulting, LLC & Innovating with AI, LLC
Finally, reliable, competent, and efficient CPAs and bookkeepers! The team at Bookkeeper360 is responsive, knowledgeable, and truly understands startups at any stage. Virj Kan Virj Kan Primitives Biodesign
As a founder based outside the U.S., I needed a trustworthy accountant to handle everything on time with complete accuracy. Bookkeeper360 has delivered flawlessly. Highly recommended! Tim Mcfadyen Tim Mcfadyen Thats so Fetch, LLC & Thats So Fetch Pty Ltd
Bookkeeper360 has made managing my small business so much easier. They’re communicative, personable, and great at problem-solving! Sara Ferrer Sara Ferrer Zoey Koko LLC
Our experience with Bookkeeper360 has been extraordinary. Their attention to detail and expertise give us complete peace of mind. Highly recommend! Tameka Brown Tameka Brown LINC, Inc
Switching to Bookkeeper360 was the best decision for our business. They're knowledgeable, responsive, and provide top-notch bookkeeping and tax services. Highly recommend! Andy McNeil Andy McNeil Filmless, Inc