Professional Bookkeeping Services for Small Business | Block Advisors

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Small business bookkeeping, simplified

Work with our pros and our small business bookkeeping service to save time. Enjoy direct support from account managers — here to take on the paperwork so you can focus on your business.

Schedule free consultation

Simplify your bookkeeping

Smart tool integration

Integrate third-party applications you’re currently using. We’ll sync available data, put it to work and streamline the process.
Transparent pricing

Count on us to always give you fair and upfront pricing, no matter how much help you and your business need.
Transaction syncing

Secure bank feeds automatically pull-in your bank transactions to give you an accurate view of your cash flow every day.

Dedicated support

Enjoy unlimited support where you need it. Plus, your account manager will coordinate between you and your team of pros.
Real-time collaboration

Access the same up-to-date info your bookkeeping pro has access to; work simultaneously and discuss data in real-time.
Monthly check-ins

Review your goals roadmap, balance sheets, and financial statements with your account manager during your check-in.

“Ismail consistently goes above and beyond. He takes the time to learn about me and my business.”

Richard Gray, Gray Street Solutions

How it works

Schedule your free consultation

Choose a time that works for you to connect with one of our account managers over the phone. You’ll get the opportunity to discuss your business, goals, and concerns one-on-one.
Connect with your account manager

Discuss your business needs and how our team can take the stress out of bookkeeping for you. Our pros use our powerful software to link your accounts, apps and take it from there.

Schedule your monthly check-ins

Bookkeeping requires daily, weekly, and monthly tasks. We’re here to tackle all of them — we just need you once a month to look over all prepared reports, discuss results and business goals progress.
Say goodbye to paperwork

Hand things off to your bookkeeping professional team; walk away knowing your books are updated correctly and on-time. Enjoy live access to your account manager via phone.

What makes our account managers special?

Block Advisors has the right small business professional 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
Schedule free consultation

Entity Formation Tax Savings ($40k Profit): Potential savings based on estimated self-employment tax savings of sole proprietor (Schedule C) users with over $40,000 in profit in 2023 by taking an S Corp election and filing in 2024, net of salary payments and payroll taxes. Election must generally be made by the due date of the return for the year prior to the year the S Corp election is to take place. Savings requires payment of a reasonable salary. Other requirements apply, and additional fees like tax preparation and payroll services are not included. Overall tax savings will vary based on your circumstances. All tax situations are different. Taxes are only one consideration in determining whether to form a business. You may want to seek the advice of an attorney to evaluate all of the relevant considerations. Block Advisors Business Formation Products and Services provide automated online tools that you can use to help meet your business formation needs and are not tailored to your particular situation. See our FAQs for more information.
Business Tax Audit Support: See Terms and Conditions for details. H&R Block does not provide legal representation. Business tax audit support does not include reimbursement of any taxes, penalties, or interest imposed by tax authorities.
Tax Subscriptions: With our Tax Subscriptions, you may prepay the fee for tax preparation of your 2024 federal tax return(s) to be prepared in 2025. The Tax Subscription locks in that fee and includes additional products and/or services, such as Peace of Mind® (only available on federal 1040 returns) and/or Business Tax Audit Support related to the 2024 federal tax return(s) as well as estimated quarterly tax payment services. Tax Subscription pricing is independent of, and may be higher than, our standard pricing. Fees are non-refundable except within the first 30 days following your purchase. Cumulative monthly pay options are higher than corresponding pay in full options. Additional terms and conditions apply. Available at participating locations.
MyCorporation®: MyCorporation® is solely responsible for the services it provides to you, and you are responsible for setting up a separate account with MyCorporation and completing the incorporation documents. Block Advisors, a part of H&R Block, does not assist in preparing or filing incorporation documents. The choice of entity for a small business is an important decision, and financial calculations are only some of many factors to consider. The information on this site is not intended to be legal advice or specific to any situation. We recommend that you seek the advice of an attorney about the implications of entity selection. Neither MyCorporation nor Block Advisors provides legal advice.
Not Legal Advice: We do not provide legal advice. The choice of entity for a small business is an important decision, and taxes and other financial considerations are only some of many factors to consider. The information on this site is not intended to be legal advice or specific to any situation. We recommend that you seek the advice of an attorney about the implications of entity selection.
30% Savings: Up to 30% savings reflects average savings compared to a typical accountant or CPA based on national average fees for Federal Form 1040 plus Schedule C and one state filing in latest available 2020 survey conducted by the National Society of Accountants. All tax situations are different. Pricing will vary based on individual circumstances.
Bookkeeping Savings: 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.
Bookkeeping Guarantee: If H&R Block makes an error in your bookkeeping that requires a reopening of your books for any month, we will correct the error for the month the error occurred at no additional charge. Limitations apply. See blockadvisors.com/guarantees for complete details.
50% Savings: Up to 50% savings reflects average savings compared to a typical accountant or CPA based on national average fees for Federal Form 1065, 1120, and 1120S in latest available 2020 survey conducted by the National Society of Accountants. All tax situations are different. Pricing will vary based on individual circumstances.
Year-Round Tax Planning Services: Our Year-Round Tax Planning services cover the following income tax strategy and planning services that you may select for each of three one-on-one sessions: Business check-up, financial review, estimated quarterly tax payment review, expense tracking and recordkeeping education and advice, income tax filing readiness review, and income tax tips and education relating to accounting methods, cost of goods sold, tax deductions, withholdings, sales tax, and Form 1099. Additional terms and conditions apply. We are not attorneys or a law firm and we do not provide legal advice or legal services, nor do we provide financial advice or investment recommendations, as part of our Year-Round Tax Planning services. You should consult an attorney and/or your own financial and investment advisors where appropriate.
Bookkeeping Advisors, Accounts and Pricing: Block Advisors and H&R Block services and pricing are available virtually and at participating locations. Additional terms and conditions apply.

Your Block Advisors or H&R Block accountant may not be a licensed accountant.
Corporate Transparency Act: See https://www.federalregister.gov/ for information on businesses impacted by CTA.
Not Legal Advice: We are not a law firm or attorneys and our advice, products, and services are not a substitute for those of an attorney or law firm. This site provides general information that should not be construed as legal advice. You may want to consult with an attorney to confirm your BOI reporting obligations.
100% Accuracy Guarantee and Accurate Calculations Guarantee: For assisted tax prep, if Block Advisors makes an error on your return, we will reimburse you for any resulting penalties and interest. For DIY tax prep, if Block Advisors online tax preparation software makes an error on your return, we will reimburse you for any resulting penalties and interest up to a maximum of $10,000. Limitations apply. See https://www.blockadvisors.com/guarantees/ for full details.
Assisted Tax Prep Discount: Discount valid at participating Block Advisors or H&R Block U.S. offices for an original 2025 income tax return for new clients only, and may not be combined with any other offer or promotion. Coupon must be presented prior to the completion of initial tax office interview. A new client is an individual or business who did not use Block Advisors or H&R Block to prepare their income tax return within a year from the date of the 2025 income tax return preparation. Void if transferred and where prohibited. No cash value. OBTP#B13696-BR ©2025 HRB Tax Group, Inc.
Send a Friend: You’ll receive up to a $20 reward for each new client you refer that completes a 2025 tax return with H&R Block or Block Advisors or purchase a 12-month bookkeeping service and a $10 reward for each new client you refer that completes a tax return with H&R Block Online, for a maximum of $300. A new client is someone who did not use H&R Block or Block Advisors to prepare their 2024 tax return or utilize H&R Block or Block Advisors’ bookkeeping services within the past year. The reward will be delivered for each new client after they prepare and pay for their tax return or purchase a 12-month bookkeeping service with H&R Block or Block Advisors. Rewards will be provided on virtual cards and are only available to individuals who provide a valid email address.
Bookkeeping Discount: Valid at participating U.S. offices for $150 off for full-service bookkeeping for new clients only. Valid 12-month engagement letter required. After the application of the discount in this offer, you will be charged monthly at the amount in the engagement letter. Discount may not be combined with any other offer or promotion. Void if transferred and where prohibited. Coupon must be presented prior to start of bookkeeping services. A new client is an individual who has not used H&R Block or Block Advisors for bookkeeping services. No cash value. H&R Block employees are excluded. Expires Dec. 31, 2026. ©2026 HRB Tax Group, Inc.
Entity Creation: We do not provide legal advice. The choice of entity for a small business is an important decision, and taxes and other financial considerations are only some of many factors to consider. The information on this site is not intended to be legal advice or specific to any situation. We recommend that you seek the advice of an attorney about the implications of entity selection.
Entity Formation Tax Savings ($37k Profit): Example savings based on average estimated tax savings of sole proprietor (Schedule C) with $37,000 in profit in 2022 compared to a similar S Corp election paying a reasonable salary of $14,600. Savings are net of salary payments and payroll taxes. Additional fees like tax preparation and payroll services are not included. Individual tax savings will vary based on your circumstances. All tax situations are different.
Block Advisors Small Business Certified: Our small business tax professional certification is awarded by Block Advisors, a part of H&R Block, based upon successful completion of proprietary training. Our Block Advisors small business services are available at participating Block Advisors and H&R Block offices nationwide.
Entity Formation Tax Savings ($50k Profit): Example savings based on average estimated tax savings of sole proprietor (Schedule C) with $50,000 in profit in 2022 compared to a similar S Corp election paying a reasonable salary of $25,000. Savings are net of salary payments and payroll taxes. Additional fees like tax preparation and payroll services are not included. Individual tax savings will vary based on your circumstances. All tax situations are different.
Entity Formation Tax Savings ($80k Profit): Example savings based on average estimated tax savings of sole proprietor (Schedule C) with $80,000 in profit in 2022 compared to a similar S Corp election paying a reasonable salary of $30,000. Savings are net of salary payments and payroll taxes. Additional fees like tax preparation and payroll services are not included. Individual tax savings will vary based on your circumstances. All tax situations are different.
Women-Owned Businesses: See this report for information on the 2024 Impact of Women-Owned Businesses.
Fund Her Future Rules: See our Official Rules for more information.
Broker Fee Offer: H&R Block will reimburse up to $100,000 in documented broker’s fees incurred in connection with the sale of a qualified business to H&R Block. Void where prohibited. Additional terms and restrictions apply. May be modified or discontinued at any time. Sign a Letter of Intent with H&R Block by 04/01/2026 to redeem this offer.
DIY Discount: Valid for H&R Block Online at hrblock.com for an original 2025 personal federal income tax return for new clients only. Discount may not be combined with any other offer or promotion. H&R Block Online must be accessed from the included link, and discount will be applied automatically at checkout. A new client is an individual or business who did not use Block Advisors or H&R Block to prepare their income tax return within a year from the date of the 2025 income tax return preparation. Void if transferred and where prohibited. Exclusions may apply. No cash value. OBTP#B13696-BR ©2025 HRB Tax Group, Inc.
Business Formation Discount: Discount may not be combined with any other offer or promotion. Block Advisors Business Formation must be accessed from the included link, and discount will be applied automatically at checkout. Void if transferred and where prohibited. Exclusions may apply. No cash value. © 2026 HRB Tax Group Inc.
Mastercard: This offer is made by Block Advisors by H&R Block and not by Mastercard. Mastercard makes no offer, and disclaims all warranties and liability in relation to Block Advisors by H&R Block offer.
Bookkeeping and Payroll Partnership Offer: First month free offer valid for virtual Premium or Full-Service bookkeeping and/or Premium or Plus payroll services, up to $309 for bookkeeping and $150 for payroll services, excluding one-time set up fees. Following the first month, you will be charged then-current monthly rates, minus a 10% discount, until you cancel the discounted service(s) or terminate your client service agreement. Cancel or terminate before the end of your first month to avoid recurring charges. We reserve the right to change the standard monthly rates at any time. Offer is valid for new clients only. A new client is an individual or business who has not used Block Advisors for bookkeeping and/or payroll services. You must mention this offer during the free consultation to take advantage of it. Discount may not be combined with any other offer or promotion. Void if transferred and where prohibited. No cash value. © 2026 HRB Tax Group Inc.
Payroll Partnership Offer: First month offer valid for Premium or Plus payroll services, up to $150, excluding one-time set up fees. Following the first month, you will be charged then-current monthly rates, minus a 10% discount, until you cancel or terminate. Offer is valid for new clients only. A new client is an individual or business who has not used Block Advisors for payroll services. You must mention this offer during the free consultation to take advantage of it. Discount may not be combined with any other offer or promotion. Void if transferred and where prohibited. No cash value. © 2026 HRB Tax Group Inc.
Bookkeeping Partnership Offer: First month offer valid for virtual Premium or Full-Service bookkeeping services, up to $309, excluding one-time set up fees. Following the first month, you will be charged then-current monthly rates, minus a 10% discount, until you cancel or terminate. Offer is valid for new clients only. A new client is an individual or business who has not used Block Advisors for payroll services. You must mention this offer during the free consultation to take advantage of it. Discount may not be combined with any other offer or promotion. Void if transferred and where prohibited. No cash value. © 2026 HRB Tax Group Inc.
Business Financing: Financing provided by YouLend US LLC. Applications are subject to YouLend’s terms and conditions, eligibility criteria, and approval. H&R Block does not provide financing, make application decisions, or set the terms of any financing obtained from YouLend. If approved, financing is subject to the applicable financing agreement entered into directly with YouLend. Not available in Connecticut, Missouri, Texas, or Virginia. Available for a limited time; may be modified, suspended, or terminated at any time.
ITIN Services: H&R Block does not provide immigration services. An ITIN is an identification number issued by the U.S. government for tax reporting only. Having an ITIN does not change your immigration status. You are required to meet government requirements to receive your ITIN. Additional fees and restrictions may apply.
Refund Advance loan: This is an optional tax refund-related loan from Pathward®, N.A.; it is not your tax refund. Loans are offered in amounts of $250, $500, $750, $1,250, $2,500, or $4,000. Approval and loan amount based on expected refund amount, eligibility criteria, and underwriting. If approved, funds will be disbursed as directed to a prepaid card or checking account at Pathward. The loan amount will be deducted from your tax refund, and any remaining balance will be sent to you. Tax returns may be e-filed without applying for this loan. Fees for other optional products or product features may apply. Limited time offer at participating locations. Not available in H&R Block Online or Tax Software. H&R Block Maine License No. 2649367. OBTP#13696-BR.
First three months 50% off bookkeeping offer: First three months 50% off offer valid for virtual Premium or Full-Service bookkeeping, up to $927 for bookkeeping, excluding one-time set up fees. Following the third month, you will be charged then-current monthly rates, until you cancel the service or terminate your client service agreement. Cancel or terminate before the end of your third month to avoid increased charges. To redeem this offer, you must schedule a free consult appointment with the business service team by May 29, 2026. We reserve the right to change the standard monthly rates at any time. Discount may not be combined with any other offer or promotion. Offer valid at participating locations. Void if transferred and where prohibited. No cash value. OBTP#B13696-BR