Soarx

Monthly books and returns

Your books kept every month, and the tax return done at year end

One monthly price covers the bookkeeping in Xero and your annual return. Packages start at $275 a month.

Book a 30 minute call

Packages

Pick the one that matches how you run the business

Starting prices, quoted in writing. Final price and scope depend on your accounts and transaction volume, and you see it before anything starts.

Essential Books + Tax

$275 a month

A solo business or single-member LLC that wants the books kept and the return done.

  • ✓Monthly bookkeeping
  • ✓Year-end return, individual or single-member LLC
  • ✓Annual financial statements
  • ✓Quarterly estimated tax payments worked out for you
  • ✓Email support

Startup Launch

$350 a month

A new company setting up its books properly in the first year.

  • ✓Xero setup, or migration from what you use now
  • ✓Monthly bookkeeping
  • ✓First-year tax return
  • ✓Quarterly check-ins
  • ✓KPI dashboard setup
  • ✓Entity structure review

Growth

$450 a month

An owner who needs both the business and the personal return, and a regular look at the numbers.

  • ✓Monthly bookkeeping
  • ✓Business and personal tax returns
  • ✓Quarterly advisory meetings
  • ✓KPI dashboard setup
  • ✓Tax planning
  • ✓Priority support

Top tier

Fractional CFO

$750 a month

For a business that has outgrown a quarterly check-in and wants a finance person on a monthly call.

  • ✓Monthly bookkeeping
  • ✓Full cleanup first, if the books need it
  • ✓Annual tax returns
  • ✓Monthly CFO calls
  • ✓Budgeting and forecasting
  • ✓KPI dashboard and reporting
  • ✓Cash flow management
  • ✓Tax planning and entity strategy

Just the books, without the return: monthly bookkeeping on its own starts at $250 a month. Advisory on its own starts at $450 a month.

Books behind?

Catch up first, then go monthly

If the books are months behind or sitting in QuickBooks, the cleanup and the Xero move come first. Cleanup is $300 per month of books and the migration is $750 flat. After that you can move straight onto a package.

How it starts

Four steps from the first call to monthly books

Each month's books are done within 7 days of us having your documents.

  1. 01

    Discovery call

    30 minutes. You tell us how the books are kept today and what returns you file.

  2. 02

    Scope in writing

    An engagement letter with the package, the price and who does what. Then we set up secure access to your Xero or a shared document folder.

  3. 03

    Catch up first, if needed

    If the books are behind, we reconstruct and reconcile them before the monthly work starts.

  4. 04

    Every month after that

    We reconcile the accounts every month and file your returns each year. Check-ins follow your package.

FAQs

What owners ask us

Full price list on the pricing page. General information, not tax advice. See our disclosures.

The package you pick: the bookkeeping every month plus the returns listed on it. These are starting prices. The final number depends on how many accounts and transactions you have, and it's quoted in writing before we start.

Yes. Every package includes at least one annual return. Essential covers one individual or single-member LLC return. Growth covers the business return and your personal return.

We keep books in Xero. If you're on QuickBooks, Wave or spreadsheets, the Startup Launch package includes the move, or it can be done on its own. See Xero migration.

Yes, but we catch them up first so the monthly work starts from clean numbers. That's priced per month of books. See catch-up bookkeeping.

No. Packages run month to month, and you can stop with 30 days notice.

A monthly call about the numbers, a budget and forecast, cash flow tracking and tax planning, on top of the books and returns. It suits a business already running its books properly. If you're just starting out, Essential or Startup Launch is usually enough.

No. Qeihan is a tax return preparer and bookkeeper. He keeps the books and prepares and signs your returns. He doesn't audit financial statements or represent clients before the IRS.

Books and returns from $275 a month

30 minutes with Qeihan. You leave with a package and a price in writing.

Book a call