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Our Bookkeeping & Tax Service offers a comprehensive, year-round solution for small business owners. Instead of hiring separate providers or only checking in once a year at tax time, we integrate bookkeeping, tax, and payroll into one streamlined, fixed-fee service.
Most small businesses don’t need a full-time accountant — but they do need clean financials, proactive tax guidance, and insight into how their business is performing. We fill that gap by delivering value of an in-house teram at a fraction of the cost.
Keeping your financials clean is important because it gives you a clear, accurate view of your business — how much revenue your business is generating, what you are spending it on, and how much profit you are truly keeping.
Without that clarity, you risk making decisions in the dark, losing control of cash flow, and facing unpleasant surprises at tax time.
Taxes will likely be a business owner’s biggest expense over their life time. The best way to lower them is to plan ahead. We build tax strategy into everything we do, from optimizing your S Corp salary to leveraging deductions and retirement plans, so you keep more of what you earn.
Clients often come to us after facing:
- Missed deductions and overpaying in taxes; Penalties and interest from late or incorrect filings; Poor visibility into profitability and cash flow; Costly mistakes from making decisions without accurate data; Stress and wasted time trying to manage the books themselves
Accurate, timely financials are the backbone of a healthy business — and the right CPA partner can help turn confusion into clarity, non-compliance into peace of mind, and uncertainty into confidence.
It depends on the complexity and size of your business. We offer flat monthly pricing based on your specific needs — including transaction volume, number of entities, and tax planning scope. Our fee starts at $650/mo for solo business owners with one entity, and can go up to $2,500 with more complex entity structures and employees. Our fee covers tax return filings for both the business entity and the owner.
We primarily serve service businesses earning between $500K and $3M in annual revenue. If you run a healthcare practice, professional service firm, creative studio, software startup, or hospitality business, we'd love to hear from you!
Most CPAs out there take a once-a-year, reactive approach — checking in only at tax time and sometimes leaving owners to make big decisions without accurate numbers. At Blue Ledger Advisors, our mission is to give business owners the financial clarity and proactive tax strategy they need to run and grow their business.
By managing your books monthly and planning for taxes quarterly, we keep you informed, in control, and ready to act. For our clients, tax season is just another month, never a scramble.
We typically serve clients through an all-in-one engagement that includes both bookkeeping and tax planning & filing. This leads to stronger planning opportunities, fewer communication gaps, lower overall cost for our clients and they also have one fewer advisor relationship to manage.
That being said, we are happy to chat and see if there is a fit based on your current needs and goals.