Bookkeeping

Clean Books. Clear Decisions.

You can't deduct what you can't see. Monthly bookkeeping keeps your business tax-ready all year — so April is a formality, not a fire drill.

Deductions,
documented

Missed expenses are the most common way business owners overpay. Categorized books mean every legitimate deduction survives tax season.

Numbers you can read

A monthly profit & loss and balance sheet in plain English — so you know what's working before your bank account has to tell you.

Zero April panic

When your books close clean every month, your tax return practically prepares itself — faster filing, fewer questions, better strategy.

The Menu

Three Tiers. One Clean Set of Books.

Pick the tier that matches your transaction volume. Every tier includes monthly categorization, reconciliation, and reports.

Hustle Starter

$97

/month
For lean operations • up to 75 transactions/month
  • Monthly transaction categorization
  • Bank & credit card reconciliation
  • Monthly P&L + balance sheet
  • Secure document sharing
  • Email support
Choose Hustle Starter
MOST POPULAR
Growth Mode

$197

/month
For growing businesses • up to 150 transactions/month
  • Everything in Hustle Starter
  • Higher transaction volume
  • Monthly report walkthrough notes
  • Quarterly check-in on your numbers
  • Priority support
Choose Growth
CEO Suite

$397

/month
For established businesses • unlimited transactions
  • Everything in Growth Mode
  • Unlimited transaction volume
  • Monthly review call
  • Year-end tax package prep
  • Direct line for urgent questions
Choose CEO Suite

Multiple entities? Payroll? Behind on your books?

Custom engagements and catch-up cleanup are quoted after a diagnostic review of your current books — so the price fits the actual work.

How Onboarding Works

Set Up Right in Six Steps

A one-month onboarding fee covers proper setup of your file, access, and workflows — then your monthly service runs on rails.

01

Engagement signed

We formalize scope and tier so expectations are clear from day one.

02

Account access

QuickBooks Online invite plus read-only bank and credit card connections.

03

Business info

Entity details, EIN, and the basics of how your business is set up.

04

Prior records

Last filed return and any existing books so nothing gets lost in the handoff.

05

Document sharing

Your secure portal is set up for receipts, statements, and questions.

06

Business profile

A full picture of how your business actually runs, so your books reflect reality.

Tax preparation, bookkeeping, and year-round strategy — no jargon, no judgment, and no money left on the table.

© 2026 Prime Tax Strategies LLC. All Rights Reserved.