Soarx Tax & Advisory

Who this is for

Service businessesConsultantsSolopreneursEarly-stage startups

What sets this engagement apart

Xero-specialized
tax-ready books

How the engagement runs

Discovery Call. We talk about your situation, the entities involved, and what success looks like. No jargon, no pressure.
Scoping & Setup. Engagement letter, secure onboarding, Xero or document workspace, expectations set in writing.
Cleanup or Migration. If your books need work, we reconstruct and reconcile first, so every downstream step is built on accurate data.
Ongoing Cadence. Monthly books, quarterly check-ins, annual filings. KPI dashboards and advisory where the package includes it.

Available in these packages

Prefer a bundled relationship? Monthly Bookkeeping is included in the following Soarx packages.

Pkg 01Essential Books + TaxMonthly bookkeeping paired with annual tax preparation for simple, organized compliance.

$275/mo · bundled

Pkg 02Growth PackageOngoing books, tax support, and advisory guidance for growing small businesses.

$450/month

Pkg 03Fractional CFOCFO-level planning, forecasting, and decision support for businesses that need strategic financial clarity.

$750/month

Pkg 05Startup LaunchAccounting foundation, bookkeeping, and tax readiness for new businesses building clean from day one.

$350/month

FAQ

Frequently asked questions

What does monthly bookkeeping with Soarx include?

Full-service monthly bookkeeping built on Xero — accurate financials, reconciled accounts, and clear visibility into business performance, with workflows designed for reliability, automation, and tax-ready reporting.

Who is monthly bookkeeping a good fit for?

It's designed for service businesses, consultants, solopreneurs, and early-stage startups that want reliable, tax-ready books each month. Pricing starts at $250 per month.

Ready to talk about monthly bookkeeping?

Complete the form below and we will get back to you as soon as possible.