Bookkeeping Services

Categorize transactions

Bank reconciliation

Monthly financial statements

Balance sheet, P&L statement, Form 1099, and Form 1040 (Schedule C) for taxes

$200/month

Categorize transactions

Bank reconciliation

Monthly financial statements

Balance sheet, P&L statement, Form 1099, and Form 1040 (Schedule C) for taxes

Add-on:

Accounts receivable

Accounts payable

Bills & invoices management

Payment tracking

$500/month

Categorize transactions

Bank reconciliation

Monthly financial statements

Balance sheet, P&L statement, Form 1099, and Form 1040 (Schedule C) for taxes

Add-on:

Accounts receivable

Accounts payable

Bills & invoices management

Payment tracking

$1000-$3500/month

$200/month

Individual tax return (1040)

2 advisory meetings per year

4 quarterly financial reports

Tax estimates

Tax law change alerts

Team email access year-round

Best for W-2 earners, simple investments, single property

$300/month

Everything in Simple Start

Complex return (Sch C, E, K-1s, multi-state)

Hawaii GE tax filing

Rental property analysis

Stock option / RSU planning

Annual net worth statement

Prior year vs. current year comparison

Best for multiple income sources, rentals, stock comp, multi-state

$500/month

Everything in Essentials

Business return (1120S, 1065, 1120)

Hawaii GE tax filing

Memorandum explaining everything we can do to reduce tax liability

Entity structure optimization

Reasonable comp analysis

Best for business owners, S-corps, partnerships, multi-entity