Monthly books and reporting, with catch-up work when needed.
Tax ServicesPreparation and tax guidance scoped to your circumstances.
Help understanding the numbers behind business decisions.
Nonprofit ServicesFormation, filings, and ongoing compliance support.
A free 15-minute call to talk through your situation and identify the right service fit.
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A free 15-minute call to talk through your situation and identify the right service fit.
Talk through your needs →Understand the services, starting prices and next steps before you book.
For bookkeeping, catch-up work, business or personal tax preparation, or financial advisory, start with a free 15-minute Discovery Call. It covers service fit and likely scope; detailed advice and document review are separate.
For a nonprofit, book the 30-minute, $97 consultation. It includes a summary of the call. Detailed plans, document preparation and filings are separate. The fee is credited once toward the same organization’s first nonprofit engagement, with no expiry. There are no cancellation refunds; one reschedule may be requested by email.
Core Books starts at $500/month: monthly bookkeeping, bank and credit card reconciliations, profit and loss, balance sheet, a tax-ready year-end package and defined support.
Strategic Finance starts at $850/month: Core Books plus an expanded workload, quarterly financial reviews, tax-readiness coordination and proactive deadline reviews.
Financial Partnership starts at $1,500/month: Strategic Finance plus monthly advisory meetings, management reporting, cash-flow review, budget-versus-actual discussions, proactive issue identification and agreed priority communication. This is not a fractional CFO package.
Each tier has agreed workload limits. Compare monthly bookkeeping support.
Start with what you have. Tell us the periods involved, your accounts, available records and any deadline. Catch-up projects start at $1,000. A separately agreed diagnostic starts at $500 when needed to define the work. The condition and complexity of the records affect the final quote and timing.
Ongoing bookkeeping and tax returns are separate unless expressly included. See the catch-up process.
Tax preparation is separately scoped unless expressly included in your agreement. Business returns start at $1,250; personal returns start at $500. Business and personal returns are identified separately in the proposal.
Multi-state filings, amendments, multiple entities, complex partner or shareholder situations and bookkeeping gaps need a separate scope and quote. Explore tax preparation.
Starting prices are guides, in U.S. dollars. Your written agreement confirms the work, workload limits, fee, payment terms, responsibilities and timing before work begins. Additional services, projects, reporting or meetings need separate approval when they fall outside the agreement.
Payroll, sales tax, bill pay and invoicing are not automatically included. Review starting prices and scope.
Review and e-sign the engagement, then complete the agreed payment or authorization before secure portal onboarding and the records request. Your document list and access arrangements follow the agreed service.
For monthly work, records are due by the 5th. Reports are targeted by the 30th, subject to complete, timely records. Weekend and major-holiday deadlines move to the next business day; Keliyah is closed on major holidays. Meetings follow your tier. Missing information can change the schedule. See how getting started works.
Raise your preference and current setup during the Discovery Call. We discuss the records, access and outstanding questions needed for a planned handoff, and agree on responsibilities before starting. There is no need to diagnose every issue before asking for help.
Use the document-sharing instructions confirmed for your engagement. Keep tax IDs, account details, passwords, identity documents and financial records out of public forms, booking notes and ordinary email.
For an initial inquiry, describe your business type, whether the books are current and any deadline. For personal tax help, describe your filing needs. We aim to respond to qualified inquiries within one business day. Contact Keliyah or read the document-handling guidance.