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Our plans grow with your business. Pick the one that fits where you are now, and get the support by real bookkeepers and CPAs to go further.
For businesses or entrepreneurs making less than $750K a year.
per month
For growing teams or businesses making up to $3M a year
per month
Tailored solutions for businesses making over $3M a year.
For businesses or entrepreneurs making less than $750K a year.
For growing teams or businesses making up to $3M a year
Tailored solutions for businesses making over $3M a year.
Need to catch up on your books? We’ve got your back.
Fell behind on your bookkeeping? You’re not alone. Whether it's 3 months or 3 years, our cleanup team will organize, categorize, and reconcile every dollar—so you’re audit-ready and stress-free.
Available Add-ons
Tailored support when and where you need it most.
Handle tax season without stress. Our CPAs make sure you file the right way, right on time.
If you’re growing fast, hiring, or planning a big move, our ecommerce-savvy CFO partners help you:
Set up your business the right way, from the start. We’ll handle the paperwork so you stay focused on building.
Trusted by founders for accuracy, clarity, and results.
What Our Clients Choose Us
Everything is CPA-reviewed. No surprises at tax time.
No bots. Your books are done and checked by experts.
Spend less time on spreadsheets, more time building.
No stress. Year-end tax-optimized financial package
Frequently Asked Questions
What is CPA-backed bookkeeping?
CPA-backed bookkeeping means your books get reviewed by a licensed Certified Public Accountant, not just organized by a regular bookkeeper. This catches errors others miss and spots tax-saving opportunities throughout the year. Instead of scrambling during tax season, you get strategic guidance year-round from someone who actually understands tax law.
How much does professional bookkeeping cost for small businesses?
Most small businesses pay between $300-$1,500 monthly for professional bookkeeping. The exact cost depends on how many transactions you have and what services you need. Here's the thing though - good bookkeeping often pays for itself through the tax deductions and financial insights you get. Our CPAs have helped businesses save $5,000+ in taxes by catching deductions their previous bookkeeper missed.
Is professional bookkeeping tax deductible?
Yes, your bookkeeping subscription and clean up service that we charge are business expenses. So is tax prep, CPA consultations, and financial advisory services. The IRS considers these necessary business costs. Many business owners find their tax savings from proper bookkeeping actually exceed what they pay for the service.
What's the difference between a bookkeeper and a CPA for small business?
A bookkeeper records your transactions and keeps things organized. A CPA does that plus provides tax strategy, catches expensive mistakes, and can represent you if the IRS comes knocking. Think of it this way: bookkeepers handle the "what happened" while CPAs focus on the "what should happen next." Both are valuable, but CPAs bring expertise that can actually grow your bottom line.
Do I need monthly bookkeeping for my small business?
Unless you enjoy financial surprises, yes. Monthly bookkeeping catches problems when they're still fixable. Without it, you might discover cash flow issues too late or miss major tax deductions. Plus, if you ever need a business loan or want to sell, lenders and buyers expect clean, current books. Playing catch-up later costs way more than staying current.
How do I choose the best bookkeeping service for my business?
Start with your industry. A service that specializes in e-commerce will understand marketplace fees and sales tax compliance better than a generalist. Then look at credentials - are actual CPAs involved or just bookkeepers? Check their integration capabilities with your existing tools. Most importantly, talk to them. You'll be working together for years, so make sure they actually understand your business model.
Can a CPA help reduce my business taxes?
Absolutely. Our team has worked with business owners who were overpaying thousands because they didn't know about industry-specific deductions or weren't structuring expenses properly. A good CPA doesn't just file your taxes - they plan throughout the year to minimize what you owe. They might suggest timing equipment purchases, adjusting your entity structure, or implementing retirement plans that cut your tax bill.
What financial reports should my business have monthly?
You need four core reports: Profit & Loss (shows if you're making money), Balance Sheet (your financial position), Cash Flow Statement (where money's actually moving), Expense Report (shows what your spending your money on) and Accounts Receivable Aging (who owes you money). These aren't just for your accountant - they help you spot trends, make decisions, and sleep better at night knowing where your business stands.
What happens if my business bookkeeping is behind?
You're flying blind financially, which is dangerous. Behind bookkeeping means you can't make informed decisions, might miss tax deadlines, and definitely aren't optimizing deductions. The longer you wait, the harder it gets to reconstruct what happened. Most services offer catch-up packages, but it's always more expensive than staying current.
What's included in full-service bookkeeping?
Full-service typically covers transaction recording, bank reconciliation, monthly financial statements, accounts payable/receivable, and tax prep support. Some add payroll, inventory tracking, and ongoing financial consultation. The key is understanding exactly what you're getting upfront - nobody likes surprise fees or discovering services you thought were included actually cost extra.
Can bookkeeping services help with tax preparation?
Most either handle tax prep directly or work closely with tax professionals. Having organized books makes tax season smoother and often results in better outcomes. Your bookkeeper knows your finances better than anyone, so they can spot deductions and provide context that helps your tax preparer do their best work. Luckily at Plutify, our bookkeepers work directly with our CPAs to deliver you tax ready financials every month.
