Monthly plans tailored to your business.
Bookkeeping and accounting services for small businesses.
More organization, more profitability.
Less stress, fewer headaches.
PLANS
Foundation
$399/ MO
Expansion
$799/ MO
Enterprise
$1,199/ MO
Foundation
$1,137/ Qtr
Expansion
$2,277/ Qtr
Enterprise
$3,417/ Qtr
Foundation
$4,309/ Ye
Expansion
$8,629/ Ye
Enterprise
$12,949/ Ye
*** The subscription payment for accounting and payroll platforms will be covered by the client
Discount for making a quarterly prepayment.
Discount for paying the annual plan upfront
ADDITIONAL SERVICES
Payroll
Tax Returns
Sales Tax
ITIN Number
Business formation
BOIr
How we do it?
* Depending on your plan.
WHO WE HELP
We specialize in working with small businesses in the following industries:
E-commerce
Trades
Services
Retail
Schedule your free
Consultation
GUARANTEE
At Concierge Books, We Know Your Business Can’t Afford Errors or Delays in Accounting. That’s why we offer a satisfaction guarantee that gives you total peace of mind.
Accuracy Guaranteed
If we find an error in your bookkeeping, we’ll correct it at no additional cost within 48 hours and send you a report detailing the improvements.
On-Time Delivery or an Exclusive Benefit
If you don’t receive your reports by the agreed date, we’ll provide a free 15-minute virtual accounting consultation to help you optimize your financial management.
Fast & Priority Support
We respond to any accounting inquiries within 48 hours. If we don’t, you’ll receive a free 15-minute virtual business consultation as compensation.
Stress-Free Transition
If you’re already using the same accounting software, we’ll migrate your books seamlessly, ensuring everything is in perfect order from day one.
Guarantee
If after working with us for two months, you still don’t have financial clarity, don’t see your numbers being managed in an organized way, or haven’t saved on taxes…
We’ll work for free for the next three months.
CONCIERGE BOOKS VS OTHERS
We specialize in small businesses and specific industries—we know exactly how to make companies like yours thrive!
You get a custom plan tailored to your business for a flat monthly fee.
You can add services only when you need them, at affordable prices.
You get personalized support—we are highly service-oriented and committed to your satisfaction.
You have access to a real-time financial platform, plus monthly financial report reviews to help you fully understand your numbers.
They work with all types of businesses, which prevents them from specializing or understanding the unique needs of your company.
You have to purchase unnecessary services, often with hidden costs.
They tie you into additional services with long-term commitments, contracts, and high prices.
You’re treated like just another client. If another company pays more, you may receive less attention.
You receive a basic monthly report—nothing more.
FREQUENTLY ASKED QUESTIONS
Concierge Books is a digital accounting firm that helps small and medium-sized businesses optimize their financial management. Our services include monthly bookkeeping, payroll processing, sales tax filing, tax preparation, business formation, ITIN number applications, and more.
We operate 100% in the cloud, allowing you to access your financial information in real-time from any device. Our team of professional accountants manages your books accurately and in compliance with all applicable tax regulations.
We provide different plans tailored to your business needs:
- Foundation Plan: Ideal for freelancers and small businesses with basic financial operations.
- Expansion Plan: Designed for SMBs with higher transaction volumes and the need for custom integrations.
- Enterprise Plan: For businesses requiring advanced accounting management with hybrid accounting methods (cash + accrual) and payroll processing.
📌 Check out our full plans here.
Our plans have transparent, fixed monthly pricing, tailored to your business needs. There are no hidden costs or surprises in your billing. If additional services are required, we will inform you in advance.
Yes! You can upgrade or switch plans at any time, as long as your business profile aligns with the new plan. Not sure which one is best for you? Contact us, and we’ll help you find the right fit.
Yes! We ensure that our services fully comply with current accounting and tax laws. Our team guarantees that your financial records and reports are accurate and tax-ready.
Not directly. However, we can integrate your invoicing software with our system to ensure all data is correctly reflected in your bookkeeping.
We keep your books up to date so you can file your taxes smoothly. However, tax filing is not included in our standard monthly bookkeeping plans. You can add this service through one of our tax preparation experts.
We use advanced encryption tools and cloud-based storage with automatic backups to guarantee the security and confidentiality of your financial information.
Yes! All our plans include access to a personalized client portal where you can view real-time, updated financial reports.
Our support options vary based on your plan:
- Foundation Plan: Email & chat support.
- Expansion & Enterprise Plans: Email, chat, and monthly calls with our experts.
You can reach us through our portal, email, or live chat. If you have an Expansion or Enterprise plan, you can also schedule a monthly call with our team.
We don’t offer a free trial, but we do provide a free initial consultation to assess your needs and explain how we can help.
Yes! While tax filing isn’t included in our standard bookkeeping plans, we offer additional services for sales tax filings and annual tax returns. Our team ensures your taxes are filed accurately and on time. Contact us for pricing and a customized quote.
Yes! We offer retroactive bookkeeping services to help businesses update past financial records before starting regular monthly bookkeeping. Whether you’re behind by a few months or even years, we can organize everything efficiently.
We keep your records organized and up to date, providing regular financial reports so you have full visibility over pending tax obligations. If we detect any risks, we’ll notify you in advance so you can take action.
We do not offer direct representation before tax authorities. However, we prepare all necessary documentation for your tax filings. If you require IRS representation, we can recommend specialized tax professionals to assist you.
Our team follows strict review and reconciliation processes to ensure your records are accurate and compliant. However, you are responsible for filing your taxes on time and keeping organized records of supporting documents (invoices, receipts, etc.). We can provide guidance on key tax deadlines and risk minimization strategies, but maintaining proper documentation is crucial to avoiding issues in case of audits.
If you receive a notice from the IRS or any tax authority, we can help review your records and ensure your information is ready to be submitted. In the case of an audit, we can work alongside your CPA or tax specialist to provide all necessary documentation.
📌 Note: This service is not included in our standard plans, but we can assist for an additional fee depending on the case’s complexity. Contact us for more details and a customized quote.
Yes! While tax filing is not included in our bookkeeping plans, we offer add-on tax services for sales tax filings and annual business tax returns. Our team ensures your taxes are calculated, prepared, and filed correctly and on time. Contact us for more details and pricing.
- Cash-based accounting is ideal for small businesses that track income and expenses when money actually moves.
- Accrual-based accounting (available in our Enterprise Plan) is better for businesses that manage invoices and payments over time.
Not sure which method is right for you? We can help you decide.
📩 Email us at info@conciergebooksllc.com 📅 Schedule a free consultation through our website.
We’re happy to help! 🚀
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