Bookkeeping, Financial Management & CFO Advisory

We help business owners go beyond basic bookkeeping by maintaining accurate financial records, providing meaningful financial guidance, and identifying opportunities to improve cash flow, profitability, and tax efficiency.

Schedule a Financial Advisory Consultation

Bookkeeping & Financial Records

Maintain organized, accurate financial records with dependable bookkeeping support. We help businesses track income and expenses, reconcile accounts, and prepare meaningful financial reports so owners can better understand their financial position.

Financial Advisory & Business Insights

Gain a clearer understanding of your business finances with practical financial guidance. We help business owners review financial performance, monitor cash flow, identify profitability opportunities, and make informed decisions that support sustainable growth.

CFO-Level Guidance & Strategic Support

Make more confident business decisions with strategic financial guidance. We support business owners with budgeting, cash flow forecasting, financial analysis, and long-term planning to help strengthen financial stability, manage growth, and improve overall business performance.

More Than Bookkeeping — A Partner in Your Financial Success

At TAX HELP, we believe accurate financial records are just the beginning. Our approach combines dependable bookkeeping, practical financial advisory services, and CFO-level guidance to help business owners understand their numbers and plan with greater confidence. By connecting day-to-day financial management with strategic business insights, we help you identify opportunities to improve cash flow, strengthen profitability, and make informed decisions for long-term growth.

Bookkeeping & Tax Advisory Packages

Basic Bookkeeping

$500/month

$6,000 annually

Monthly bookkeeping
Monthly expense categorization
QuickBooks setup or cleanup
Account reconciliations
Correct account discrepancies
Year-end return preparation
Quarterly estimated tax payments

Tax & Financial Control

$750/month

$9,000 annually

Everything in Basic Bookkeeping
Partnerships and S Corps
Quarterly Tax & Financial Reviews
Quarterly tax liability monitoring
Cash flow and profitability insights
Identify compliance concerns
Recommendations and action items

CFO Advisory

$1,250/month

$15,000 annually

Everything in Tax & Financial Control
Monthly financial advisory meetings
Proactive tax planning
Cash flow and profitability analysis
Budget-versus-actual performance
Key performance indicators (KPI)

Premium CFO / Growth

$2,000+/month

$24,000 annually

Everything in CFO Advisory
Strategic financial planning
Rolling cash flow forecasts
Growth and expansion analysis
Financial scenario modeling
Customized strategic advisory

Additional Bookkeeping Pricing

$40/month — Each additional bank or credit card account beyond the first three
$125/month — Each real estate holding entity (up to two properties, plus an additional $50/month for each additional property beyond two within the same holding entity)

Bookkeeping cleanup and agreed year-end tax return preparation are included at no additional cost.

Every bookkeeping package includes up to three bank and/or credit card accounts.

Additional account and real estate entity fees are added to the selected annual package.

The annual engagement fee must be paid in full by December 31 of the engagement year. Otherwise, the included tax return preparation services are forfeited and require a separate paid engagement.

Ready to Take Control of Your Business Finances?

Whether you need reliable bookkeeping, clearer financial insights, or strategic CFO-level guidance, TAX HELP is here to support your business. Schedule a consultation to discuss your financial management needs and explore how we can help you move forward with confidence.

Schedule Your Financial Advisory Consultation