Small business bookkeeping services built for you.

We have bookkeeping to help you save time. Get started with a 30-minute meeting with your dedicated pro.

Whether you’re looking for small business or self-employed bookkeeping, we have services to meet your needs.

Bookkeeping starter

Starter

Starting at $50/mo*


Do your own bookkeeping with our on-demand support along the way. 

Guidance from a dedicated point person to keep you on track

Full, on-demand access to Xero* — an online accounting software

Action plan created each quarter with specific recommendations

bookkeeping full-services

Full-service

Starting at $150/mo*


Our professionals will take bookkeeping off your plate to help give you time back.

Dedicated account manager to handle all paperwork on your behalf

Monthly reconciliation delivered to your inbox

Books done by tax time with 100% accuracy guaranteed

*Only available at participating Block Advisors and H&R Block offices.

How it works.

Schedule your free consultation

Schedule your free consultation.

Meet with an account manager who will become your dedicated point person handling your books.

Connect with your account manager.

Connect with your account manager.

Talk through your questions and get one-on-one guidance on your books. We’ll give you a price quote during your consultation.

Get back to business.

Get back to business.

Need to reach your account manager? Connect over the phone, video, or in person.

Find the option best for your business.

Features

Starter

Choose

Full Service

Choose
Starting at
Starting at

$50/mo.

Starting at

$150/mo.

Dedicated account manager
Dedicated account manager

On-demand access to expert help when you need it

Dedicated account manager

Quarterly support with on-demand access to expert help

Free 30-min. consultation with an account manager who will be your point person
Free 30-min. consultation with an account manager who will be your point person
Free 30-min. consultation with an account manager who will be your point person
A review of your books year-to-date
A review of your books year-to-date
A review of your books year-to-date
Access to virtual and in-person help*
Access to virtual and in-person help*
Access to virtual and in-person help*
Action plan created each quarter with specific recommendations
Action plan created each quarter with specific recommendations
Action plan created each quarter with specific recommendations
Full, on-demand access to Xero* — an online accounting software
Full, on-demand access to Xero* — an online accounting software
Full, on-demand access to Xero* — an online accounting software
Full-service onboarding to Xero* for you, your customers, and your vendors
Full-service onboarding to Xero* for you, your customers, and your vendors
Full-service onboarding to Xero* for you, your customers, and your vendors
Assistance setting up a consolidated view of all accounts
Assistance setting up a consolidated view of all accounts
Assistance setting up a consolidated view of all accounts
Monthly reconciliation delivered to your inbox
Monthly reconciliation delivered to your inbox
Monthly reconciliation delivered to your inbox
Financial statement creation and delivery
Financial statement creation and delivery
Financial statement creation and delivery
Real-time transaction categorization
Real-time transaction categorization
Real-time transaction categorization
Books finalized for tax time by our team
Books finalized for tax time by our team
Books finalized for tax time by our team
Xero

Expertise by Block Advisors. Bookkeeping tools by Xero.*

Run your business on Xero’s simple and powerful online accounting software, included with Block Advisors bookkeeping packages at no additional cost. You’ll get on-the-go insight into your cash flow, a consolidated view of your transactions, the ability to track financials accurately, and more.

 

*Only available at participating Block Advisors and H&R Block offices.

FAQ

Once you schedule your free 30-minute consultation, we’ll pair you with one of our account managers, who will become your dedicated point person to handle your books. You can talk through questions, challenges, and goals and get one-on-one help to ensure your books are in the best shape possible.

We understand life happens. We'll be happy to reschedule your consultation when you're ready. We're here when you need us.

Every growing business is different and has different needs. We serve businesses of all sizes and at every stage. When you’re ready to spend more time growing your business, we’re here to support you.

We offer monthly bookkeeping services for businesses like C corps, S corps, and partnerships. We also have options for those with a business of one.

Haven’t been keeping your books up to date? We can help with that too.

Yes, we have packages designed to fit your business needs.

Either way, when you work with Block Advisors, you have a dedicated team regardless of the services we provide. Rest easy knowing we’re available when you need us.

Your account manager will create a custom agreement that works best for you.

What makes our account managers special?

Block Advisors has the right small business professionals for your business. Our knowledgeable account managers are smart and savvy. And they’re ready to help you and your business succeed.

  • Dedicated point of contact for exceptional service

  • Up-to-date on local and state compliance

  • Available to you year-round

How Block Advisors can help your business.

100% Accuracy Guarantee

We guarantee 100% accuracy on your taxes, bookkeeping and payroll and will reimburse you for penalties and interest if we make an error on your return.

Maximize your business taxes

Our tax pros ensure you’re accurately tracking expenses and capturing every available credit and deduction. Available year-round in person or virtually.

Small business expertise

Our small business certified tax pros undergo annual training to specialize in small businesses and have an average of 12 years of experience.

Built for your small business

Block Advisors, a part of H&R Block, is designed for the self-employed and small business owners to lighten the load with expert tax help and other services.