SHXPERTSOLUTIONS LLC · Taxes & Bookkeeping

Services & Pricing

SHXPERTSOLUTIONS combines bookkeeping, tax preparation, and year-round financial visibility to help small business owners keep their numbers organized, prepare for taxes, and better understand what is happening financially in their business.

Find Your SHX Financial Plan

SHX approach

More than bookkeeping.
More than tax season.

Your books should do more than help prepare a tax return once a year. We begin by creating an organized financial foundation. As your needs increase, we add greater visibility, planning, and financial tracking.

01

ORGANIZE

02

UNDERSTAND

03

PLAN

04

TRACK

Monthly plans

Choose the level of support that fits your business

Each plan combines bookkeeping, tax preparation, and financial visibility within a defined scope.

Financial Foundation™

$350/month

$350/month | $4,200/year

For the business owner who needs to get the numbers organized and maintain a solid financial foundation.

  • Monthly bookkeeping and reconciliations.
  • Up to 2 financial accounts and 150 combined transactions per month.
  • Quarterly P&L, Balance Sheet, and Financial Snapshot.
  • One standard business tax return and one standard personal tax return associated with the owner.
  • Up to 5 Forms 1099 per year.
  • Annual Tax Projection & Planning Review™.
  • Annual Financial Checkup covering revenue, expenses, profit, margin, tax position, and relevant observations.

Best suited for:Businesses that need organization and basic financial visibility without ongoing goal tracking.

Find Your SHX Financial Plan
Financial Clarity™

$500/month

$500/month | $6,000/year

For the business owner who wants to better understand what is happening financially throughout the year.

  • Monthly bookkeeping and reconciliations.
  • Up to 4 financial accounts and 300 combined transactions per month.
  • Monthly financial statements.
  • One standard business tax return and one standard personal tax return associated with the owner.
  • Up to 8 Forms 1099 per year.
  • Two tax-planning reviews per year.
  • Mid-Year Tax Projection and semiannual tax-reserve review.
  • SHX Profit Check™ twice per year.
  • Annual Financial Goal Setting.
  • SHX Growth Tracker™ and Financial Progress Review twice per year.

Best suited for:Businesses that need more than organized books and want to periodically review profit, goals, and tax position.

Find Your SHX Financial Plan
Financial Growth™

$750/month

$750/month | $9,000/year

For the business owner who needs more frequent financial tracking as the business evolves.

  • Monthly bookkeeping and reconciliations.
  • Up to 6 financial accounts and 450 combined transactions per month.
  • Monthly financial statements.
  • One standard business tax return and one standard personal tax return associated with the owner.
  • Up to 12 Forms 1099 per year.
  • Quarterly tax planning and quarterly tax-reserve checkpoints.
  • Quarterly SHX Profit Check™, SHX Growth Tracker™, and Financial Progress Review.
  • Annual Financial Goal Setting.
  • Capital Readiness Check when appropriate; possible lending referral without guarantee of approval, terms, or business outcomes.

Best suited for:Businesses that benefit from more frequent financial review and accountability.

Find Your SHX Financial Plan

Practical systems that help you stay prepared

  • SHX Tax Ready System™: Helps keep financial information better prepared for tax season.
  • Tax & Compliance Calendar: Helps you stay aware of important dates.
  • Contractor W-9 System: Helps organize contractor information needed for Forms 1099.
  • New Client Financial Setup: Establishes an organized starting point.
  • Annual Tax Projection & Planning Review™: Helps estimate potential tax liability and prepare appropriate reserves.

Tax projections are estimates based on information available at the time and do not guarantee final tax liability or tax savings.

Know Your Numbers Guarantee™

When you have provided the required documentation and access on time, SHX will present your scheduled financial reviews in a clear and understandable way. If you still do not understand your key financial numbers after a scheduled review, SHX will provide one additional Financial Clarity Review at no additional charge.

The guarantee relates to clarity and understanding. It does not guarantee tax savings, revenue, profit, financing, or business growth.

Clear scope. No surprise charges.

Every plan has defined limits for financial accounts, transaction volume, and services. An occasional overage does not automatically result in a price increase. If volume or complexity consistently exceeds the contracted scope, SHX will conduct a Service Level Review and discuss any proposed adjustment with you first.

Payroll, historical cleanup, additional entities or returns, prior-year returns, amended returns, sales tax filings, tax notices or representation, complex tax matters, and other work outside the standard scope are evaluated and quoted separately. Additional work that results in a fee will be communicated and approved before work begins.

SHXPERTSOLUTIONS

Designed as a year-round relationship

Foundation, Clarity, and Growth require an initial 12-month commitment billed monthly for the corresponding tax returns to be included.

Which SHX plan fits your business?

You do not need to choose based on price alone. The right plan can depend on financial accounts, monthly transaction volume, bookkeeping status, contractor volume, tax complexity, and the level of financial visibility you need.

Complete the SHX Financial Fit Assessment™. We will review your business information to determine whether Foundation, Clarity, or Growth may be appropriate or whether your situation requires additional review.

Find Your SHX Financial Plan