Monthly bookkeeping
Monthly bookkeeping is the ongoing recording, categorizing, and reconciling of every transaction in your business, delivered as clean financial statements each month. It is the foundation every other financial decision stands on, and at Finsol Advisors it starts at $99 per month.
Catch up bookkeeping
Catch up bookkeeping is the process of rebuilding months or years of missing records so your books are accurate, complete, and tax ready. If you are behind on bookkeeping, this is the fastest way back to solid ground, and at Finsol Advisors it is never billed hourly. Six months or more of catch up is billed at 75% of your monthly rate. Shorter gaps are quoted on a call.
Business tax filing
Business tax filing at Finsol covers federal returns for LLCs, S corporations, C corporations, and partnerships, prepared by the same team that keeps your books. State returns are always an add on. No handoffs, no surprises in April, and year round planning built in.
| Business return | Bookkeeping client price |
|---|---|
| Partnership or multi member LLC, federal | Included after 12 months |
| S corporation, federal | $400 |
| C corporation, federal | $600 |
| State return, add on | $300 each |
| Quarterly estimated tax payments, add on | Quoted on a call |
After 12 consecutive months of ongoing bookkeeping, an eligible partnership or multi member LLC federal return is included. Catch up work alone does not qualify. State returns are never part of a plan. Personal returns, Schedule C, sales tax, and franchise tax filings are not included.
Financial analysis
Financial analysis turns your monthly statements into decisions: where you make money, where you leak it, and what to do next. Every plan includes the monthly income statement review and the 30 minute call. Cash flow forecasting, the KPI dashboard and year over year reporting come with Growth plans and above.