BackOffice Pro
Bookkeeping + Tax Bundles
One Team. One Price. Complete Financial Clarity.
From daily transactions to year-end taxes — one dedicated relationship, predictable pricing, and 30-40% savings compared to traditional CPA firms.
Accounting, tax and back-office services that fit you
Why work with multiple vendors when you can work with one? BackOffice Pro delivers an integrated bundle of accounting, tax and advisory services — so you can focus on what you do best: growing your business.
Our managed services team strategically supports your back-office functions, streamlining internal processes, producing actionable data and optimizing growth for your business.
Explore Our PackagesSeamless Coordination
Your bookkeeper and CPA work together daily — catching issues early and keeping your books always tax-ready.
Predictable Pricing
One fixed monthly price covers bookkeeping, tax prep, and unlimited questions. No hourly surprises ever.
Year-Round Availability
No more “busy season” excuses. Your dedicated accountant is available 12 months a year with guaranteed response times.
30-40% Cost Savings
Bundling saves significantly compared to hiring separate bookkeeper and CPA firm at traditional hourly rates.
BackOffice Pro Packages
Comprehensive bookkeeping + tax bundles scaled to your business size.
Foundations
Stop drowning in receipts. Get accurate books, filed taxes, and peace of mind — all in one predictable monthly price.
Best for: Businesses with $500K-$1M revenue • Up to 100 transactions/month • 0-5 employees
Monthly Deliverables
- ✓ Profit & Loss Statement
- ✓ Balance Sheet
- ✓ Bank Reconciliation Report
- ✓ Transaction Categorization
- ✓ Books closed by 20th
Bookkeeping Services
- ✓ Monthly accrual or cash-basis
- ✓ Standard chart of accounts
- ✓ QBO or Xero maintenance
- ✓ Basic AR tracking
- ✓ Up to 4 connected accounts
Tax Services (Annual)
- ✓ Federal business return
- ✓ One state business return
- ✓ Annual tax planning session
- ✓ Quarterly estimated taxes
- ✓ One owner 1040 included
Support & Access
- ✓ Email support (48-hr response)
- ✓ Secure client portal
- ✓ Document upload
- ✓ Year-end tax package
- ✓ Dedicated accountant
Traditional CPA Equivalent: $625-$833/month ($7,500-$10,000/year)
You save 37-53% with BackOffice Pro Foundations
Growth
Scale confidently with weekly bookkeeping, proactive tax planning, and a dedicated accountant who knows your business inside and out.
Best for: Businesses with $1M-$3M revenue • Up to 250 transactions/month • 5-15 employees
Everything in Foundations +
- ✓ Cash Flow Statement
- ✓ AR Aging Report
- ✓ AP Aging Report
- ✓ Budget vs. Actuals (quarterly)
- ✓ Monthly financial commentary
- ✓ Books closed by 15th
Enhanced Bookkeeping
- ✓ Weekly bookkeeping
- ✓ Custom chart of accounts
- ✓ Full AP management
- ✓ Full AR management
- ✓ Bill.com integration
- ✓ Up to 8 connected accounts
Enhanced Tax Services
- ✓ Everything in Foundations
- ✓ Semi-annual tax planning (2x)
- ✓ Two owner 1040s included
- ✓ Up to 10 1099-NEC filings
- ✓ Tax projection updates
Priority Support
- ✓ Phone + email (24-hr response)
- ✓ Monthly 30-min review call
- ✓ Dedicated senior accountant
- ✓ Same-day emergency support
- ✓ Unlimited questions included
Traditional CPA Equivalent: $1,000-$1,500/month ($12,000-$18,000/year)
You save 42-54% with BackOffice Pro Growth
Complete
Controller-level oversight with quarterly strategy sessions, KPI dashboards, and proactive optimization — without the controller-level price tag.
Best for: Businesses with $3M-$5M revenue • Up to 400 transactions/month • 15-25 employees
Everything in Growth +
- ✓ Weekly cash position report
- ✓ Custom KPI Dashboard
- ✓ 13-week cash flow forecast
- ✓ Management-ready package
- ✓ Industry benchmarking
- ✓ Books closed by 10th
Premium Bookkeeping
- ✓ Weekly bookkeeping (full accrual)
- ✓ Dedicated senior accountant
- ✓ AP/AR with approval workflows
- ✓ Controller-level oversight
- ✓ Unlimited integrations
- ✓ Up to 15 connected accounts
Premium Tax Services
- ✓ Everything in Growth
- ✓ Quarterly tax planning (4x)
- ✓ Three owner 1040s included
- ✓ Up to 25 1099-NEC filings
- ✓ Proactive tax optimization
- ✓ State nexus monitoring
VIP Support
- ✓ Priority phone + email + Slack
- ✓ 4-hour response time
- ✓ Bi-weekly strategy calls
- ✓ 2-hour emergency response
- ✓ Dedicated senior accountant
Traditional CPA Equivalent: $1,667-$2,917/month ($20,000-$35,000/year)
You save 50-66% with BackOffice Pro Complete
Scale
CFO-level strategic oversight for multi-entity operations. Consolidation, multi-state compliance, and board-ready reporting — all integrated with your bookkeeping and tax.
Best for: Businesses with $5M+ revenue • 500+ transactions/month • 25+ employees • Multi-entity or multi-state
Everything in Complete +
- ✓ Consolidated financial reporting
- ✓ Board-ready financial package
- ✓ Rolling 12-month forecast
- ✓ Custom Power BI dashboard
- ✓ Variance analysis reporting
- ✓ Books closed by 7th
Enterprise Bookkeeping
- ✓ Multi-entity consolidation
- ✓ Intercompany eliminations
- ✓ Department/location tracking
- ✓ Revenue recognition (ASC 606)
- ✓ Unlimited integrations
- ✓ Unlimited connected accounts
Enterprise Tax Services
- ✓ Everything in Complete
- ✓ Multi-entity tax planning
- ✓ Multi-state compliance
- ✓ Five owner 1040s included
- ✓ Unlimited 1099-NEC filings
- ✓ R&D tax credit analysis
Executive Support
- ✓ Dedicated CFO + accountant
- ✓ Weekly strategy calls
- ✓ 2-hour response time
- ✓ 1-hour emergency response
- ✓ Slack/Teams direct channel
- ✓ Board meeting preparation
Traditional CPA + Controller Equivalent: $4,000-$7,000/month ($48,000-$84,000/year)
You save 63-79% with BackOffice Pro Scale
Add-On Services
Customize your package with these optional add-ons.
Catch-Up Bookkeeping
Behind on your books? We’ll get you current fast.
- 1-3 months: $350/month
- 4-6 months: $295/month
- 7-12 months: $250/month
- 12+ months: Custom quote
Additional Tax Returns
Need more returns beyond your package?
- Additional state return: $300/state
- Additional owner 1040: $350/return
- Additional 1099s: $15/1099
- Sales tax filing: $100/state/filing
- Amended return: $400/return
Advisory Add-Ons
Strategic guidance beyond the basics.
- Quarterly tax planning session: $250/session
- Annual tax planning intensive: $750/year
- Financial projections: $1,500/project
Transaction Overages
Exceeding your tier’s transaction limits?
- Additional transactions: $2.50/transaction
- Additional bank/CC accounts: $35/account/mo
- Rush close (5 days faster): $200/month
CFO Advisory
Ready for strategic financial leadership?
- CFO Advisory (Basic): $1,500/month
- CFO Advisory (Strategic): $2,500/month
- Business valuation: $2,500-$5,000
RPA & Automation
Eliminate manual work with custom automation.
- Automation Assessment: $2,500
- Invoice Processing RPA: $5K-$15K
- Power BI Dashboard: $3.5K-$10K
- Maintenance Retainer: $500-$1,500/mo
How It Works
From first conversation to clean books and filed taxes—here’s what to expect.
Onboarding & Setup
We connect to your accounting software (QBO/Xero), bank accounts, and establish your chart of accounts. Any catch-up work handled first.
Ongoing Bookkeeping
Monthly (or weekly) bookkeeping with reconciled accounts, financial statements, and your books closed by deadline. Year-round support included.
Tax Planning & Filing
Quarterly estimated taxes, year-end planning, and seamless tax prep. Your bookkeeper and tax preparer are already in sync.
Tired of Juggling Separate Bookkeepers and CPAs?
The traditional model is broken. Separate providers mean finger-pointing when errors occur, communication gaps, and surprise bills that destroy your budget.
Sound Familiar?
There’s a better way — one team, one price, complete clarity
One Team. One Price. Complete Financial Clarity.
BackOffice Pro eliminates the chaos. Your bookkeeper and tax preparer work together under one roof, with one fixed monthly price. No surprises. No finger-pointing. Just clean books and optimized taxes.
✓ Seamless Coordination
Your bookkeeper spots tax-saving opportunities in real-time. No more miscommunication between separate providers — one team handles everything from daily transactions to year-end filing.
“For the first time, my books and taxes actually match. No more scrambling at year-end.” — Sarah M., E-commerce Owner
✓ Predictable Pricing
One fixed monthly price covers everything — bookkeeping, tax prep, and unlimited questions. No hourly surprises. No anxiety about asking for help. Budget with confidence.
“I finally know exactly what my accounting costs will be every month. No more surprise invoices.” — James T., Professional Services
✓ Year-Round Availability
No more “busy season” excuses. Your dedicated accountant is available year-round with guaranteed response times. Questions answered, problems solved, when you need help.
“They actually answer the phone in April! Game-changer after years of radio silence from my old CPA.” — David K., Contractor
54% of Accounting Buyers Now Choose Bundled Services
View BackOffice Pro PackagesBackOffice Pro includes the following integrated services:
- Monthly or weekly bookkeeping with full bank and credit card reconciliation
- Profit & Loss, Balance Sheet, and Cash Flow Statements delivered on schedule
- Accounts Receivable and Accounts Payable tracking and aging reports
- Federal and state business tax return preparation (1120S, 1065, 1120, Schedule C)
- Owner personal tax returns (1040) included with business returns
- Year-round tax planning with quarterly estimated tax calculations
- 1099-NEC preparation and filing for contractors
- QuickBooks Online, Xero, and Bill.com integration and maintenance
- Dedicated accountant relationship with guaranteed response times
- Secure client portal with document upload and year-end tax packages
Who We Help
We work with businesses where accurate bookkeeping and smart tax decisions directly impact growth and profitability.
E-commerce Brands
Multi-channel sales, inventory tracking, and complex payment reconciliation handled seamlessly
Professional Services
Consultants, agencies, and service firms with project-based revenue and contractor payments
Real Estate Investors
Rental properties, flips, and investment portfolios with specialized depreciation strategies
Contractors & Trades
Job costing, subcontractor management, and cash flow visibility for project-based businesses
What Our BackOffice Pro Clients Say
Real results from business owners who made the switch.
Our experienced team of accounting professionals provides solutions for the short and long term.
Our approach to back-office management is proactive, coordinated, and growth-oriented. We don’t just focus on closing your books and filing accurate returns — we help you understand your numbers, spot opportunities, and make informed decisions throughout the year.
We offer comprehensive bundled services that eliminate the coordination headaches of working with separate providers. Every service is delivered under one roof, with one monthly price, ensuring your bookkeeper and tax preparer are always in sync.
Every deliverable reviewed by licensed CPAs
Guaranteed year-round availability
Nationwide virtual service delivery
vs. separate bookkeeper + CPA
Frequently Asked Questions
Common questions about BackOffice Pro bundles.