Prepared for Dr. Tanner & Heather Rodriguez
March 24, 2026
Recurring — billed monthly
Full-service bookkeeping with monthly financial reports and reconciliation so you always know where your practice stands.
Complete payroll management including processing, tax filings, and compliance through Gusto.
Personal and business tax preparation and filing included with your monthly service.
One-time setup
Migration and conversion of all existing financial data from the full 2025 year plus January and February 2026.
Aligning and syncing your chart of accounts so we're all looking at consistent, accurate data from the same baseline.
After this first payment, the $400/mo service will bill automatically each month.
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