Pricing

Pick a tier.
Lock the price for 12 months.

Predictable monthly bookkeeping. Annual tax preparation. Bundle and save. No surprise invoices, no scope creep, no “we’ll send a quote.”

All plans include the JasBooks portal, a real preparer (Jasmine or Natalie), and year-round support.

Monthly Bookkeeping

Three plans. One promise.

All tiers include the portal, monthly close, and quarterly review calls. Pick the tier that matches your transaction volume and complexity.

Starter
$199/mo
Solo operators & freelancers
  • Up to 50 transactions / month
  • 1 bank account, 1 credit card
  • Monthly close in 10 business days
  • Quarterly review call (30 min)
  • Year-end book ready for tax prep
  • Client portal access
Get Started
Scale
$699/mo
Multi-employee businesses
  • Up to 500 transactions / month
  • Unlimited accounts & cards
  • Monthly close in 5 business days
  • Bi-weekly review call
  • 1099 prep up to 25 contractors
  • Sales tax (up to 3 jurisdictions)
  • Mid-year tax projection
  • Priority email + text support
Get Started

Need more than 500 transactions / mo? Contact us for Enterprise pricing.

Annual Tax Preparation

Tax prep, handled.

Federal & state returns prepared by Jasmine or Natalie. Bundled discount for monthly bookkeeping clients.

Personal 1040
$349
W-2 + standard deductions
  • Federal + 1 state return
  • Schedule A itemizing
  • Investment income (1099-DIV/INT/B)
  • E-file included
  • IRS notice triage if needed
Multi-state / Complex
$1,249+
Multi-state, partnerships, K-1s
  • Federal + multi-state returns
  • Partnerships (1065)
  • K-1 distribution to partners
  • Complex depreciation / 199A
  • Year-round planning consultation
Bundle & save 20% on tax prep.

Active monthly bookkeeping clients save 20% on annual tax preparation. Already have a clean book? Even better — we know exactly where the numbers came from.

The Growth Guarantee

Your price stays put for 12 months.

Hire your fifth employee. Triple your transaction volume. Sign your biggest contract yet. Same monthly fee. We’ll talk about your tier at renewal — never mid-year.

Book a Free Consultation →
FAQ

Common questions.

What if my transaction volume changes mid-month?

No price change for 12 months. We absorb fluctuations. At renewal, if you’ve consistently outgrown your tier, we’ll discuss moving up — with a firm 12-month lock at the new tier.

Do you work with QuickBooks or Xero?

Both. We’re QuickBooks ProAdvisors and Xero certified. We’ll work in whichever you already use. If you’re starting fresh, we recommend QuickBooks Online for most DFW small businesses.

Can I cancel anytime?

Yes. Month-to-month after the first three months (we need that ramp time to get your books current). No cancellation fee. We’ll hand you clean records on the way out.

What’s your turnaround on tax prep?

Returns submitted by March 1 are filed by the original deadline. After that, we may file an extension — common, no penalty if estimated tax was paid. Extension returns are typically completed within 4 weeks of receipt of all documents.

Do you handle audits and IRS notices?

Yes — included for clients on Growth, Scale, or any tax-prep tier. We respond to IRS & state notices, and represent you in audits we prepared.

Ready to lock in your price?

Book a free 20-minute consultation. We’ll recommend the right tier based on your actual books.

Schedule Your Free Consultation →