Bookkeeping & Tax Solutions

Your Finances,
Perfectly Managed

Real-time financial clarity, automated bookkeeping, and year-round tax strategy — so you can focus on growing your business.

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100%Secure Client Portal
Real-TimeFinancial Dashboards
ZeroApril Surprises
Transparent Pricing

Choose the Plan That Fits Your Business

All plans include access to your secure mobile app dashboard and a dedicated client portal. No hidden fees.

The Essential Plan
Perfect for Solopreneurs & Freelancers
$ 199 / month
  • Real-Time Dashboard: Access your Income Statement and Balance Sheet anytime via our secure mobile app.
  • Automated Bookkeeping: Monthly categorization of business transactions in QuickBooks Online.
  • Core Reconciliations: Up to 2 bank or credit card accounts synced and balanced.
  • Digital Vault: Securely upload receipts and documents through your private client portal.
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The Professional Plan
Designed for High-Earning Professionals
$ 399 / month
  • Advanced Reporting: Real-time visibility into your Cash Flow Statement and P&L via the app.
  • Expanded Syncing: Reconciliation for up to 5 business accounts.
  • Clean Books Guarantee: Detailed expense tracking to ensure you never miss a tax deduction.
  • Portal Priority: All documents organized digitally for a stress-free year-end.
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Most Popular
The Small Business Pro
Comprehensive Support for Growing Teams
$ 499 / month
  • Full Suite Insights: Real-time access to all financial statements plus "Actual vs. Budget" tracking.
  • Unlimited Reconciliations: We manage all business bank, credit card, and loan accounts.
  • Accounts Management: Basic tracking of unpaid bills and open invoices within QuickBooks.
  • Seamless Collaboration: Monthly expert review of your digital documents to ensure 100% accuracy.
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The Ultimate Bundle
The All-in-One Personal, Business, & Tax Solution
$ 599 / month
  • Year-Round Tax Prep: Includes your Business and Personal federal/state tax returns.
  • Strategic Planning: Mid-year tax strategy sessions to proactively lower your tax bill.
  • Total Portal Integration: Everything — from monthly books to your final tax return — lives in your app.
  • Quarterly Estimates: We calculate your estimated tax payments so there are no April surprises.
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Why Financial Edge Solutions

Built on Trust, Powered by Precision

We bring enterprise-level financial management to solopreneurs, professionals, and growing businesses.

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Secure by Design

Your data lives behind bank-level encryption. Access your books and documents from your private client portal, anytime.

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Real-Time Visibility

No more waiting until month-end. Your financial statements update continuously through our mobile app dashboard.

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Clean Books Guarantee

Every transaction is categorized correctly. We stand behind our accuracy so you never miss a deduction come tax season.

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Year-Round Tax Strategy

We don't just file your taxes — we actively work to reduce your bill with mid-year planning and quarterly estimates.

Common Questions

Frequently Asked Questions

All of our plans use QuickBooks Online as the bookkeeping platform. If you don't already have a subscription, we can guide you through setup. QuickBooks Online is billed separately from our service fees.
Our Clean Books Guarantee means every transaction is reviewed, categorized, and reconciled to ensure your books are 100% accurate. If we make a categorization error, we fix it at no charge — no questions asked.
Tax return preparation (Business and Personal federal/state returns) is exclusively included in The Ultimate Tax & Books Bundle at $599/month. All other plans focus on bookkeeping and financial reporting throughout the year.
Every client receives access to a secure private portal where you can upload receipts, statements, and any other financial documents. No more email attachments or unsecured file sharing.
Absolutely. As your business grows, you can upgrade your plan at any point. Simply reach out to us and we'll handle the transition seamlessly with no gap in service.
Most clients are fully onboarded within 3–5 business days. After you submit the contact form or book a consultation, we'll schedule your onboarding call and get your portal set up right away.
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Ready to Take Control of Your Finances?

Tell us about your business and we'll recommend the right plan for you. We'll be in touch within one business day.