Bookkeeping Intake Form

Trailblazing Tax Solutions Bookkeeping Service Pricing

We offer a FREE interview/consultation to discuss what you're looking for and to tell you about our service and offerings. This FREE interview/consultation must be scheduled before filling out form. Click HERE to schedule this free consultation.

Below is our pricing for our bookkeeping services. We offer our transparent pricing so you know our service value from the beginning. We are insured and ensured that we mutually sign the bookkeeping services agreement to agree on our expectations and deliverables.

*All plans require a 6-month minimum agreement and a $325 non-refundable setup fee. We will send a separate link for monthly bookkeeping subsubscription services following our initial consultation and setup.

Bookkeeping Setup Fee (non-refundable)

$325. Each bookkeeping package requires a nonrefundable setup fee. This fee includes bookkeeping software setup, up to three months of backtracking expenses. Additional fees may be incurred for additional backtracking/cleanup. (reference mid-year and end of year cleanup packages)

Trailblazing Silver

Starts at $125/month*
Ideal for small businesses with minimal transactions.
Includes:
- Transaction categorization
- Monthly account reconciliation
- Basic financial statements

Trailblazing Gold

Starting at $250/month*
Suitable for growing businesses with moderate transaction volume.
Includes:
- Everything in Silver
- Quarterly financial statements
- Tax-ready financial reports

Trailblazing Platinum

Starting at $400/month*
Best for businesses with high transaction volume or complex financial needs.
Includes:
- Everything in Gold
- Monthly financial statements
- Cash flow management
- 1x1 monthly consultation

* The cost for the bookkeeping packages will vary based on the requested services to best serve your business' needs.

Mid-Year Bookkeeping Cleanup Services

Starting at $500*
Review and clean-up of financial records for the first half of the year.
*Price may vary based on the number of transactions and accounts to reconcile.

End of Year Cleanup Services

Starting at $1,000*
Comprehensive clean-up of financial records for the entire year. Includes preparation of tax-ready financial statements and year-end reconciliation.
*Price may vary based on the number of transactions and accounts to reconcile.

Select your desired bookkeeping package:*

Trailblazing Silver - Starts at $125/monthTrailblazing Gold - Starts at $250/monthTrailblazing Platinum - Starts at $400/monthBookkeeping Cleanup Services - Starts at $500/6 months

Your Name*

First NameLast Name

Business Name*

Business Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Business Phone Number*

Please enter a valid phone number.

Business Email*

example@example.com

Preferred Contact Method*

PhoneEmailNo Preference

Business Website

Business Structure*

LLC, S-Corp, C-Corp, Sole-Proprietor, Non-Profit

Number of employees/contractors including yourself*

List of Business Owners*

Business Owner NamePercentage of Business Owned

Please briefly explain what your business does

Please upload business incorporation documents & EIN letter*

Please upload the last 3 business bank statements for each account*

This is essential for an accurate price quote according to the transaction volume.

Number of Bank Accounts*

Number of Credit Card Accounts*

Do you currently do your own bookkeeping?*

YesNo

Have you ever worked with a bookkeeping service before?*

YesNo

Can you provide access to sync bookkeeping software to automatically sync with bank accounts to track transactions efficiently?*

YesNo

Have you filed taxes for 2023?*

YesNoExtension filed

Do you currently do your own taxes?*

YesNo

File federal taxes*

On a cash basisAccural

What can we do to make your accounting easier?

What are your goals for your business in a year or 5 years?*

Additional information we should know

I understand and agree to the terms of this service. I acknowledge that there is a $325 non-refundable setup fee required for bookkeeping services. This will be separate and in addition to the monthly bookkeeping service fee which will be discussed and be paid for separately. I further acknowledge that the information I have provided is accurate to the best of my knowledge.

Required Bookkeeping Setup Fee*

Bookkeeping Setup Fee (nonrefundable)Each bookkeeping package requires a nonrefundable setup fee. This fee includes bookkeeping software setup, up to three months of backtracking expenses. Reference cleanup packages if you're several months behind in your books.

$325.00 Quantity

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Total

$0.00

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