Small business bookkeeping

Bookkeeping for up to 50% less.

We have small business bookkeeping services to help you save time and money — with full-service package rates up to half off a typical accountant’s rates. Get started with a 30-minute meeting to be paired 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.

Talk to our team around your specific bookkeeping needs. They will provide a personalized quote on your first call.

Get matched with the perfect account manager.

Based on your unique business situation, we will match you with the account manager who best meets your needs.

Get back to business.

Get back to business! Need to reach your account manager? Connect over the phone, video, or in person.*

*At participating locations.

Find the option best for your business.

Features

Starter

Full-service

Starting at
Starting at

$50/mo.

Starting at

$150/mo.

Dedicated account manager
Dedicated account manager

On-demand access to expert help

Dedicated account manager

Quarterly support with on-demand access to expert help

Free 30-min. consultation with our team who find the right package for you
Free 30-min. consultation with our team who find the right package for you
Free 30-min. consultation with our team who find the right package for you
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 ready for tax time
Books ready for tax time
Books ready for tax time

What makes our account managers special?

Block Advisors has the right professionals for your small 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 year-round

small business account managers

We’ve got the expert bookkeeping insights you need.

Make business filing and tax prep easier with bookkeeping.

What ensures your small business stays compliant with the appropriate bookkeeping and tax tasks throughout the year? We’ve got the answers.

Bookkeeping mistakes to avoid as a small business owner.

Your financial records represent the core of your business, and if they’re not maintained thoroughly and daily, your small business can feel the effects.

A guide to raising capital as a small business founder.

If traditional funding avenues aren’t available to you, there are creative alternatives that have popped up in the years since the tech bubble.

FAQs

Bookkeeping gives you a clear picture of your business financials and standing and can help with forecasting, applying for access to capital, actively managing your business, and optimizing cash flow.

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.

With our bookkeeping services, you can count on:

 

  • A dedicated account person 
  • Excellent care for you and your business  
  • On-demand access to your financials  
  • Optimization recommendations 

Schedule your free 30-minute consultation, and we’ll pair you with one of our account managers, who will recommend the best package for you. You can talk through questions, challenges, and goals and get one-on-one help to ensure your books are in the best shape possible.

Quickbooks and other software are tools to help you do your own bookkeeping. Block Advisors does your bookkeeping for you, freeing up your time to focus on what you love. With us, you get a dedicated Account Manager who knows you and your business.

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

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

  1. Comparison based on national average of accountant hourly fees in 2020 for “QuickBooks or bookkeeping advisory services” ($109) compared to our full-service bookkeeping hourly rate ($50). Data based on a 2020 survey conducted by the National Society of Accountants. Prices may vary.