Quarterly income-tax planning starts with Growth. Every plan comes with a dedicated contact, email any time and no software bill.
EssentialStarting at$350/moOwner-operators who want clean, tax-ready books and every deadline metGet my price on this plan
RecommendedGrowthStarting at$650/moOne- or two-location businesses that want monthly numbers and income tax planned every quarterGet my price on this plan
PartnerStarting at$1,500/moMulti-location or multi-entity owners preparing for lenders, investors or a saleGet my price on this plan
Starting prices assume monthly revenue under $30,000. Bigger businesses see their price in the estimator.
Bookkeeping plans compared
EssentialStarting at$350/moOwner-operators who want clean, tax-ready books and every deadline met
RecommendedGrowthStarting at$650/moOne- or two-location businesses that want monthly numbers and income tax planned every quarter
PartnerStarting at$1,500/moMulti-location or multi-entity owners preparing for lenders, investors or a sale
What the starting price covers
Bank, card and merchant accounts
3
5
8
Locations
1
2
3
Every month
Basis
Cash
Cash (modified accrual on request)
Accrual
Close
Monthly, on your business’s own close date
Monthly, on your business’s own close date
Monthly, on your business’s own close date + priority scheduling
Software: No QuickBooks or ADP fees. Partner software included
These are monthly starting prices. Your price goes up with revenue, accounts, locations and extra work like cash or inventory. The estimator shows your number.
Add onlywhat you need.
Payroll, sales tax by state, 1099s, business returns, catch-up.
Payroll
$75/mo + $8 per employee ($100 minimum)
Weekly pay +$35, tip reporting +$25, multi-state +$50. Includes 941/940, state unemployment reporting and W-2s. No ADP or Gusto bill on top
Sales tax
Monthly filer $75/mo · quarterly $50/mo · annual $150/yr · each additional state $75/mo
Each state sets its own rules and assigns your filing frequency. Growth and Partner include one state. A separate state return for alcohol or similar +$75/mo
1099 forms
$150/yr for up to 5, then $15 each
W-9 collection, TIN check, e-file. Growth includes 10, Partner 25. Billed in January
Texas franchise tax / PIR
$150/yr (included with a Kwon business return)
Business tax return
1120-S/1065 from $1,250 · 1120 from $1,500 · Schedule C from $500
20% off with a 12-month plan, spread across the monthly fee
Onboarding
$0 with a 12-month agreement, otherwise $250 once
Setting up your books, chart of accounts, and bank and card connections
Worked example: catch-up, priced by the month
75% of your monthly base per month behind, 60% from month 13. Minimum $750; +$250 to build books from scratch.
$30K–80K/mo · cash-heavy · 8 months behind
Monthly base
$425.00
Cash sales +10%
42.50
Adjusted base
467.50
× 75% × 8 months
2,805.00
Rounded up to $25
2,825.00
Quoted range
$2,825 – $3,400
The top of the range allows up to 20% more for messier records.
How many states you file sales tax in, and how often
How many months behind the books are
Whether you need accrual books (managing receivables and payables)
Number of contractors who get a 1099
Number of rental properties (real estate)
Whether we also prepare your business return, and your entity type
Software is included in the fee: no QuickBooks or ADP subscription
Prices on this page are the October 2026 fee schedule, effective Oct 1, 2026, and are honored for at least 30 days from publication. The monthly fee we confirm in writing holds for the length of your agreement.
1099 prep is billed once, in January, when the forms are filed. Catch-up work is agreed in writing before we start and billed separately from the monthly fee.
Pricingquestions
Is there a contract? A setup fee?
You can start month to month, with a one-time $250 onboarding fee. On a 12-month agreement there’s no onboarding fee, and your business return is 20% off, spread across the monthly fee.
Do I also pay for QuickBooks or ADP?
No. We work in Florink, from our software partner, so there’s no software bill on top. The same goes for payroll apps like Gusto.
What happens if my revenue goes up or down?
The fee is set by monthly revenue band. One busy month changes nothing. If you stay in a different band for several months, we let you know first and adjust starting the next month. It works the same way when revenue drops.
Who do I contact?
Every plan comes with one dedicated contact. Email any time.
Can the real quote differ from the estimator?
The estimator gives a range from your answers. When we talk, we look at your actual bank and card statements to set the number, and if something differs, the written quote says which line changed and why.
Bring the quote.We’ll check it against your statements.
You leave with a written monthly price and a start date.
