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 PackagesOne Dedicated Team
Your bookkeeper and tax preparer work together under one roof. No more coordination headaches or finger-pointing.
Predictable Pricing
One fixed monthly price covers everything. No hourly surprises, no billing anxiety. Budget with complete confidence.
Scalable Solutions
Services that grow with you. Start with what you need today and seamlessly scale as your business evolves.
Below Market Pricing
Save 30-40% compared to traditional CPA firms. Same quality, smarter delivery through technology.
Transform your back-office with streamlined service solutions
As a business leader, you need information that’s timely and relevant to drive the critical financial and operational decisions you make every day. Through BackOffice Pro, we provide custom solutions that help streamline your internal processes, produce actionable data and optimize growth for your business — all while saving you time, money and stress.
Bookkeeping & Accounting
Whether you’re looking to outsource your entire accounting department or seeking assistance with foundational bookkeeping, we work with you to create a customized solution that meets your needs and scales as you grow.
Transactional Accounting
- Accounts payable / bill payment
- Accounts receivable
- Bank reconciliations
- Transaction recording
- 1099 creation and filing
Controller Services
- Account reconciliations
- Cash management
- Financial statement preparation
- Control procedures design
- Monthly close management
Tax Services
Our solutions-driven approach to tax planning focuses on achieving specific outcomes — minimizing tax liabilities and maximizing tax benefits through strategic planning and year-round implementation.
Tax Preparation
- Business returns (1120S, 1065, 1120)
- Individual returns (1040)
- Quarterly estimated taxes
- State and local filings
- Annual 1099s
Tax Planning
- Recurring income projections
- Estimated payment optimization
- Entity structure review
- Proactive tax strategies
- Year-end planning sessions
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
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
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
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 PackagesHow 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.
What’s Included in Each Package
Side-by-side comparison of monthly deliverables and support levels.
By specializing in the industries our clients operate in, we build trusted, long-term relationships focused on achieving meaningful financial outcomes.
We work with e-commerce brands, professional service firms, real estate investors, content creators, and closely held businesses—where accurate bookkeeping and smart tax decisions directly impact growth and profitability. Our deep understanding of how your business operates allows us to move beyond basic compliance and deliver coordinated financial services that scale with you.
BackOffice 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
Our experienced team of accounting professionals provides you with 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. The result: clean books, optimized taxes, and complete financial clarity.
What Our BackOffice Pro Clients Say
Real results from business owners who made the switch.
Who We Help
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
Frequently Asked Questions
Common questions about BackOffice Pro bundles.