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.
Starter
Starting at $50/mo*
Do your own bookkeeping with our on-demand support along the way.
Full-service
Starting at $150/mo*
Our professionals will take bookkeeping off your plate to help give you time back.
*Only available at participating Block Advisors and H&R Block offices.
How it works.
Schedule your free consultation.
Meet with an account manager who will become your dedicated point person handling your books.
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.
Need to reach your account manager? Connect over the phone, video, or in person.
Find the option best for your business.
Features |
StarterChoose |
Full ServiceChoose |
|---|---|---|
| Starting at |
Starting at$50/mo. |
Starting at$150/mo. |
| Dedicated account manager |
Dedicated account managerOn-demand access to expert help when you need it |
Dedicated account managerQuarterly 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 |
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.
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Dedicated point of contact for exceptional service
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Up-to-date on local and state compliance
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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.