Starting from $300/Month

Who It’s For

Owners spending nights and weekends on bookkeeping

Businesses that dread tax season because the books are behind

Growing companies that need reliable numbers for lenders or investors

Anyone whose current bookkeeper isn't a CPA

What’s Included

Monthly bank and credit card reconciliations

Expense categorization, reviewed by a person, not just software

Invoice and accounts receivable monitoring if using QuickBooks Online Invoices

Monthly profit and loss and balance sheet

Custom categories set up for your business

Books that tie directly into your tax return

Satisfaction guarantee

Available Add-Ons

Tax Filing:
Your annual business & personal tax returns, prepared from books we already know that maximize your expenses and lower your taxable income as much as possible.

Tax Planning:
Schedule time with our CPAs to review everything you need to know for tax time. We can help estimate your taxes, best practices to reduce your taxes, and make sure you and your business stay tax compliant year-round.

Consulting:
Our CPAs review your QuickBooks performance, taxable income, tax estimates, and can decide what your next moves should be with all the information given to you to make smart decisions throughout the tax year.

How It Works

Get a Quote: Tell us your transaction volume, number of accounts, and what add-ons you’d like. Our quote generator will give you a precise monthly fee that includes any add-ons you choose.

Onboarding Phase: We connect to your accounts and catch up any months that are behind. If we need to make any adjustment to your chart of accounts and link existing accounts, we’ll be able to walk you through the process as well.

Maintenance Phase: We reconcile, categorize, and ensure your reports are accurate and updated on a daily basis. While most firms check on your account only few times a month, our team proactively checks on our clients every single day to make sure their accounts stay up to date.

End of Year: Your books are tax-ready, with no year-end scramble. If you’ve selected our tax filing add-on, our CPAs take your QuickBooks reports and use them to prepare your tax returns. If you have our consulting add-on, we’ll also utilize your existing tax plan to ensure you get the lowest tax rate possible.

How We Compare

Comparison chart showing advantages of B & K Financial over other bookkeeping firms, with check marks indicating benefits such as expertise, accuracy, proactive communication, tax tie-ins, and optional audit support.

FAQs

What Software Do You Use?
We strictly use QuickBooks Online because of its ease of access and versatility while keeping the client view user friendly for clients who don’t know a lot about accounting, meaning 99% of clients won’t have issues using the platform.

What If My QuickBooks Account Isn’t Up to Date?
Many of our clients come to us with outdated QuickBooks so cleanups are one of the many accounting services we perform. No matter how behind your QuickBooks is, our team will be able to bring it up to date with a separate fee structure than your monthly service.

Do You Offer Payroll?
No, we do not offer payroll management services as part of our monthly service, but we do have numerous referrals for clients who are in the market for a payroll management company.

Can I View My QuickBooks Anytime?
Absolutely, the QuickBooks account is yours, meaning you have full access to all transactions and reports 24/7.

Why Choose Us?

We Do What Others Don’t

By far the most common complaint we hear from our clients is how hard it was for them to get a hold of their previous CPA or accountant. That’s why we’ve built this firm to make it as easy as possible for our clients to communicate with us to schedule a consultation, go over their tax return, or troubleshoot any technical difficulties they might have. No more long wait times and constant missed calls, just consistent communication. That’s the key to happy clients.
With us, what you see is what you get. There are no hidden setup fees, no annual fees, and no cancellation fees, just clear, honest pricing that keeps your finances simple, predictable, and stress-free.
Say goodbye to unpredictable costs with our firm’s flat-rate billing system. Every single one of our services, whether it’s tax filing, accounting, or custom projects follow a flat-rate fee system. What that means for you is easy budgeting every month, knowing exactly how much your invoice will be.