SHXPERTSOLUTIONS · Taxes & Bookkeeping

Know Your Numbers.
Grow With Confidence.

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.

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The SHX approach

ORGANIZE → UNDERSTAND → PLAN → TRACK

Your books should do more than help prepare a tax return once a year. We create an organized financial foundation and add visibility, planning, and financial tracking as your business needs increase.

Year-round support

Choose the level that fits your business

Financial Foundation™

$350/month

$4,200/year

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

  • 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.
Find Your SHX Financial Plan
Financial Clarity™

$500/month

$6,000/year

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

  • 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.
Find Your SHX Financial Plan
Financial Growth™

$750/month

$9,000/year

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

  • Up to 6 financial accounts and 450 combined transactions per month.
  • Monthly financial statements and quarterly checkpoints.
  • One standard business tax return and one standard personal tax return associated with the owner.
  • Up to 12 Forms 1099 per year.
Find Your SHX Financial Plan

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

01

Organization

Monthly bookkeeping and reconciliations that maintain an organized financial foundation.

02

Clarity

Financial statements, reviews, and systems to better understand your numbers.

03

Tracking

Tax planning and review rhythms aligned with the level of support you need.

No automatic assignment

Find your SHX financial plan

You do not need to choose based on price alone. Financial accounts, transaction volume, bookkeeping status, contractor volume, and tax complexity can affect the right plan.

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More than bookkeeping. More than tax season.

Know Your Numbers. Grow With Confidence.

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