BOOKKEEPING SERVICES
Block Advisors’ small business bookkeeping for up to 50% less
Save time and money with small business bookkeeping services — up to half off a typical accountant’s rates.
Find the right plan for your bookkeeping needs
Premium
For businesses with complex bookkeeping needs
- Features everything in Full-Service and more:
- Inventory, mileage, and expense management tools
- Easy project tracking, quotes, and estimates
- Custom chart of accounts
- Accrual-based accounting, sales and use tax filing, and multiple currency options
Dedicated accountant
Full-Service
For businesses that want professional bookkeeping help
- Features everything in Self-Serve and more:
- Your own dedicated accountant
- Easy onboarding to save you time
- Review of books year-to-date
- Standard chart of accounts setup
- Custom financial statements
Self-Serve
Do your own bookkeeping
- Features included:
- Easy, step-by-step setup and guide to Bookkeeping 101
- Income and expense management
- Easy receipt capture
- Standard reporting (standard chart of accounts setup)
Full-Service and Premium plans include a $100 setup fee.
Available virtually and at participating Block Advisors and H&R Block Offices. Additional terms and conditions apply.
Behind on your books?
Take advantage of Catch-Up Bookkeeping, and you’ll never feel behind on your books again.
Switching from QuickBooks is easy
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We’ll seamlessly transfer your historical data, so your business doesn’t skip a beat.
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We’ll pair you with a professional who will care for your business as if it were their own. Plus, our Block Advisors team can offer tax expertise and other services.
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Enjoy a fixed monthly rate, which means no surprise price increases.
How our small business bookkeeping services work
Schedule your free consultation
Talk to our team about your specific bookkeeping needs. They will provide a personalized quote on your first call.
Meet your accountant
Based on your unique business situation, you’ll get access to an accountant who best meets your needs.
Get back to business
Get back to business! Need to reach your accountant? Connect over the phone, video, or in person.
Business bookkeeping FAQs
With our bookkeeping services, you can count on:
- A dedicated accountant
- Excellent care for you and your business
- On-demand access to your financials
- Optimization recommendations
Bookkeeping gives you a clear picture of your business financials and can help with forecasting, applying for access to capital, managing your business, and optimizing cash flow.
We offer a variety of plans, tailored to your business needs. Our Self-Serve plan starts at $45 per month. Our Full-Service plan includes access to a dedicated accountant and starts at $180 per month. Our Premium plan also includes a dedicated accountant and starts at $299 per month. During your consultation, we’ll help you find the right plan to save you time and money.
Absolutely! It’ll be the first thing we tackle when you sign up.
Bookkeeping is the process of categorizing all your income and expenses into a clear reporting structure.
Schedule your free 30-minute consultation with one of our small business consultants, and we’ll find a plan that works for your business. You can talk through questions, challenges, and goals to ensure your books are in the best shape possible.
QuickBooks helps you do your own bookkeeping — which means you still spend time on your books. Block Advisors offers full-service packages with a dedicated accountant who does your bookkeeping for you. We’ll even assign you a dedicated accountant who knows the ins and outs of small businesses.
And with Catch-Up Bookkeeping, it’s never been easier to switch to Block Advisors. No matter the time of year, you’ll never feel behind on your books.
Your accountant will create a custom agreement that works best for you.
Yes, while bookkeeping and payroll services work great together, we have separate packages designed to fit your business needs.
Ready to learn more about business services?
Let’s start saving you time and money with affordable, year-round expertise.
