Services
At Beyond the Books, we offer more than difficult-to-read financial statements. We take the time to understand your business, your goals, and what you’re working toward so we can provide meaningful guidance as you make decisions. We’re committed to digging into your financial data and providing accurate, functional analysis you can rely on.
Services That Make You the Boss of Your Books
Whether you’re buried in receipts or just need a second set of eyes, we’ve got a service that clears the fog — and helps you make confident financial decisions all year long.
Monthly Bookkeeping Packages
The Essential Plan
Starting at $350/month
Quarterly Bookkeeping
Streamlined bookkeeping tailored for small business service providers, ensuring your foundational financial needs are met with ease.
Package Includes:
Subscription to Xero + HubDoc
Access to a secure client portal
Unlimited transactions
Unlimited bank accounts
Dedicated bookkeeper
Dedicated account manager
Quarterly reporting by the 20th
Quarterly financial review meeting
Annual 1099 distribution
Annual report package for taxes
The Premium Plan
Starting at $500/month
Monthly Bookkeeping
Comprehensive bookkeeping for more complex businesses, providing detailed financial tracking and insights with support for monthly reporting.
Package Includes:
Subscription to Xero + HubDoc
Access to a secure client portal
Unlimited transactions
Unlimited bank accounts
Dedicated bookkeeper
Dedicated account manager
Monthly reporting by the 15th
Monthly financial review meeting
Annual 1099 distribution
Annual report package for taxes
Annual budget meeting
The Pro Plan
Starting at $750+/month
Bookkeeping + Advisory
Advanced bookkeeping combined with expert advisory services to help you make informed financial decisions and grow your business.
Package Includes:
Subscription to Xero + HubDoc
Access to a secure client portal
Unlimited transactions
Unlimited bank accounts
Dedicated bookkeeper
Dedicated account manager
Monthly reporting by the 10th
Monthly financial strategy meeting
Annual 1099 distribution
Annual report package for taxes
Annual budget meeting
When you book your initial Clarity Call with us, we will be able to cater your monthly package based on your needs (pricing is ultimately determined based on transactional volume and complexity). All bookkeeping tiers are subject to a one-time setup fee, which includes initial account organization, system integration, and a tailored onboarding process to ensure a seamless start.
Package Add-Ons
Sales or Property Tax Preparation
$250/filing
Calculation and submission of sales or property taxes
$250 per state or jurisdiction
Payroll Support
$200/month
Payroll processed through Gusto (subscription included)
$200 per month for up to 5 employees in one state
Additional employees or contractors: $10 per month each
Additional States: $50 per month
Includes annual W-2 and 1099 distribution
State and federal payroll taxes remitted as required
Historical Data Preservation
$75/hour
Transfer completed bookkeeping data from your previous accounting system into Xero to maintain year-over-year comparisons
Additional Services
Clean-Up Services
$75/hour
Correcting and fixing any errors in your bookkeeping software
Bank reconciliations for all current accounts
Switching to Xero, including full setup
Review and Advise
$75/hour
Review of your current financials to evaluate accuracy
A meeting to discuss findings and outline next steps
A list of recommendations to clean up your books and a plan to move forward
A project outline and pricing provided during the wrap-up meeting
DIY Xero Setup Course
Coming Soon!
Our DIY Xero Setup Course is built for small business owners and freelancers who want control over their bookkeeping. In this self-paced course, you’ll set up your Xero account step-by-step and end with a clean, customized system that actually works for your business.
Not Sure Where to Start?
That is what the free Clarity Call is for.
We’ll review where you are now, what you truly need (and don’t), and how we can support you.
Beyond the Books
Clear financials. Confident decisions.
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This site does not provide legal or financial advice.
Beyond the Books is led by an IRS Enrolled Agent. As an IRS Enrolled Agent, Cat is fully authorized to represent you in audits, ensuring your rights are protected and providing expert guidance every step of the way. If you've received an audit notice, don’t navigate it alone. Contact Beyond the Books for a personalized consultation and quote tailored to your situation. Learn more about what an EA is HERE.
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