Choose Your Bookkeeping Plan And Schedule A Call Today!

We have a couple of pricing options depending on your tax situation. If you’re not sure, choose any of the plans, and on our call, we can go over it in more detail. You also have the option to send your documents virtually and our team of experts will get started right away.

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Resources for Individuals and Businesses

Tax Checklist for Individuals

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Tax Checklist for Businesses

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FREE DOWNLOAD

Resources for Individuals and Businesses

Tax Checklist for Individuals

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Tax Checklist for Businesses

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850+

Appartment Sale

957+

Completed Project

53+

Award Winning

1539+

Happy Clients

What's The Best Bookkeeping Package For You?

Standard Bookkeeping

Our Standard Bookkeeping plan is for the everyday business owner who desires around the clock bookkeeping experience but with quarterly engagement. This package is perfect for you if you have fixed overhead, minimal daily accounting upkeep, or require our accounting expertise on a part time basis.

Premium Bookkeeping

If you are looking to completely get rid of the day to day upkeep of your finances then the premium bookkeeping plan is best for you. This package allows for us to take over your accounting needs in its fullest capacity and even offers expertise on how you can save on the daily operations and taxes for your business.

We are at the front line of our premium bookkeeping clients accounting needs and we ensure that you receive 1 monthly meetings, monthly PNL’s and a true partnership in maintaining the accounting operations of your growing business.

Standard Quarterly

Bookkeeping

  • Secured client portal access

  • Personal Tax Preparation

  • Schedule C Tax Preparation Plan

  • Monthly Account Reconciliation

  • Quarter PNL Report

  • Quarterly Expense Reporting (required)

Premium Monthly

Bookkeeping

  • Secured client portal access

  • Personal Tax Preparation

  • Corporate Filing Tax Preparation Plan

  • Monthly Quickbooks Reconciliation

  • 1 Monthly Meeting: Tax Review and Planning

  • Monthly PNL statement

  • Proactive tax planning every quarter

  • Year-round tax advice

  • Priority Support

End of Year Tax Cleanup

  • 1 Business Bank Account Reconciliation 12 months

  • 1 Credit Card Account Reconciliation 12 months

  • Itemized Query

  • Year End Meeting Recap (60 min).

  • Investment audit & planning

  • Year End Profit & Loss Statement

End of Year Tax Cleanup

  • 1 Business Bank Account Reconciliation 12 months

  • 1 Credit Card Account Reconciliation 12 months

  • Itemized Query

  • Year End Meeting Recap (60 min).

  • Investment audit & planning

  • Year End Profit & Loss Statement

STAY INFORMED

Looking to save $1,000's in taxes this year?

Get exclusive offers and secrets for cutting your tax and keeping your cash with our tax-filing and planning strategies

Email: Info@financetherapygroup.com

Call Us: (443) 986-1310

Address: 5225 N. Central Ave Suite 208 Phoenix, AZ 85012