Financial Support for Growing Businesses
Keeping your books in order is one of the most important parts of running a successful business. At Elite Pro-Tax & Financial Services, we offer bookkeeping solutions designed to help business owners stay organized, understand their numbers, and remain prepared for tax season year -round.
Whether you are just getting started, growing steadily, or managing a more established company, we have a package built to support your business needs. Payroll services can also be added to any bookkeeping package for businesses that need help managing employee pay and payroll compliance.
Our Bookkeeping Packages
Every package is designed to meet you where you are. From startup to high-growth, we have a service level that fits your needs and budget.
1
Starter Bookkeeping
Perfect for newer businesses and business owners who need help staying organized with their monthly finances.
What’s Included:
Monthly transaction categorization
(up to 20-50 transactions)
1 to 2 bank and credit card account reconciliations
Monthly bank reconciliation to ensure accuracy
Basic profit and loss report (monthly or quarterly)
Expense categorization and organization
Chart of accounts setup or cleanup
Email support for basic questions
Year-end financials prepared for tax filing
Best For:
New business owners
Sole proprietors
Low transaction businesses
Simple service providers
2
Growth Bookkeeping
Built for businesses that are growing and need consistent financial oversight.
What’s Included:
Everything in Starter Bookkeeping, plus:
Monthly transaction categorization (up to 75-200+ transactions)
Up to 3 to 4 accounts reconciled monthly
Monthly profit and loss statement
Monthly balance sheet reporting
Expense tracking and financial trend monitoring
Quarterly financial check-in (email or call) Cleanup of uncategorized or misclassified transactions
CPA-ready financial reports for tax season
Ongoing email support with faster response time
Best For:
Growing businesses
Service-based companies
Businesses with steady monthly revenue
Owners who want better visibility
into finances
3
Established Business Bookkeeping
Designed for businesses needing more hands-on financial management.
What’s Included:
Everything in Growth Bookkeeping, plus:
Monthly transaction categorization (up to 300+ transactions)
Accounts payable and accounts receivable tracking
Invoice and expense monitoring support
Monthly financial review call
Cash flow tracking and insights
Financial statement review with recommendations
Multi-account and multi-income stream tracking
Coordination with your tax preparer for accuracy
Priority email support
Best For:
S Corporations
Businesses with employees
Companies with multiple income streams
Owners needing deeper financial oversight
4
Premium Bookkeeping Support
Our highest level of support for advanced and growing businesses.
What’s Included:
Everything in Established Bookkeeping, plus:
Unlimited transaction categorization (within reasonable limits)
Advanced financial reporting and custom reports
Weekly or bi-weekly bookkeeping updates
Dedicated account management support
Monthly strategy and financial review calls
Budgeting and forecasting support
Cash flow planning and business performance tracking
Integration with payroll and other financial systems
Ongoing financial guidance for business growth
VIP priority support and faster turnaround times
Best For:
High-revenue businesses
Multi-entity companies
Businesses with complex financial structures
Owners who want hands-on financial insight and strategy
Payroll Add-On Services
Add payroll support to any bookkeeping package for seamless financial management.
Payroll
processing
Direct Deposit
setup
Employee pay management
Payroll tax calculations and reporting
New hire setup and onboarding support
Compliance and filing assistance
Year-end payroll forms (W-2s, 1099s)
Starting at $99 per month plus+ per employee fee
Why Choose Us
We understand that bookkeeping is more than just data entry. It is about helping business owners stay organized, make informed decisions, and remain prepared for tax season.
When you work with our firm, you gain a partner who understands both your finances and your tax obligations.
The Smart Choice for Your Business
Managing everything on your own may seem like a way to save money, but it often leads to
added stress, missed opportunities, and costly mistakes.
Working with a professional gives you the structure, clarity, and support needed to operate your
business more efficiently and make confident financial decisions.