Simple Start



Billed Annually

For businesses looking for peace of mind knowing their finances are in order year-round.

  • - Dedicated in-house bookkeeping team

  • - Transaction review and reconciliation

  • - Year-end tax ready financial statements

  • - Quarterly Financial Close & Reporting




Billed Annually

For businesses looking for compliance, financial visibility, and insight on a monthly basis.

  • - Everything included in Simple Start plan

  • - Excise/Sales Tax Reporting

  • - Monthly Financial Close & Reporting

  • - Monthly Review Meeting



For businesses looking for a complete and tailored bookkeeping solution.

  • - Everything in the Essentials Package

  • - A/R & A/P

  • - Payroll Processing

  • - Project/Cost Accounting

  • - Inventory Adjustments

our plans


Expert in-house bookkeeping team

Automated transaction import

Close Books

Year-end tax ready financial statements

Sales & Excise Tax Filing



Inventory & COGS

Financial Review

Simple Start






Additional Support

Bookkeeping Support

Hourly: $55/hr
Retainer: $50/hr

  • - Entering Bills (A/P)

  • - Invoicing Customers (A/R)

  • - Transaction Review & Categorization

  • - Collecting on past due accounts

  • - Monthly Close

  • - Financial Reporting

Controller/CFO Support

Hourly: $125/hr
Retainer: $105/hr

  • - QuickBooks Online Setup/Cleanup

  • - QBs Coaching/Training

  • - Excise Tax Reporting

  • - Data Import

  • - Payroll Processing & Filings

  • - Custom Reporting

  • - Accrual Entries

CPA Services

Hourly: $195/hr
Retainer: $175/hr

  • - Audit Support

  • - Year-end Tax Preparation

  • - Tax Strategy & Planning

  • - Revenue Recognition & Guidance

  • - Internal Controls Review

  • - Licensing & Startup Guidance

Questions about Bookkeeping? We're happy to help!

  • Why choose bookkeeping services?

    Our bookkeeping team is composed of expert bookkeepers and controller/CFO-level professionals. Each month-end close process goes through multiple review phases so we know we are able to double-check our work and comply with Generally Accepted Accounting Principles (GAAP). Additionally, the separation of duties confirms we are protecting your company from fraud. You can trust that you’re in good hands with our team.

  • What’s included in full-service bookkeeping?

    As part of our ongoing bookkeeping services, our bookkeeping team categorizes your transactions and reconciles your accounts each month. Our team performs a month-end close process and sends PDF copies of key financial reports including a Profit & Loss Statement and Balance Sheet.

  • What software should my company use?

    We work primarily with QuickBooks Online but are comfortable with many other softwares.

    We guide most clients into using QuickBooks Online because of the cloud features and simple, user-friendly interface that allows you to access your reports and data from anywhere. Additionally, you own the software, so if you ever decide to leave Taction’s services you can take your data with you.

  • Need tax advice?

    Although highly trained, our team of expert accountants and bookkeepers cannot represent your business before the IRS. We provide up-to-date profit and loss statements and help you analyze your financial situation, however we do not provide tax planning and strategy services.

Take back your nights and weekends.

Keep your company running smoothly by making sure your financial data is organized and accessible year-round. Focus on what you do best. We’ll handle the rest!

The expertise you are looking for.

Our team of experts are trained and certified as ProAdvisor status with QuickBooks Online. We’re committed to following Generally Accepted Accounting Principles (GAAP) and ensuring your business is always compliant federal and state rules and regulations.

Looking for Bookkeeping Services in your city?

No matter where you are in the United States, we are happy to help you with remote bookkeeping services. Don't worry, we can still handle all the required tasks to keep you compliant with all your accounting obligations year round.

Bookkeeping Support Wherever You Need!