Your business
Choose the service and share a few starting details.
Monthly bookkeeping
Know what comes in. And what stays.
Keep income and expenses organized each month, so you can see your business clearly and make decisions with your numbers in front of you.
English · Português · Español
WHAT TO EXPECT
Less guessing. More understanding.
The monthly scope depends on your accounts, transaction volume and current records. Catch-up work and tax returns are priced separately when needed.
Income and expense organization
Account reconciliation
Monthly financial reports
Open questions identified
ONE STEP AT A TIME
Your starting point is simple.
Your next steps
Review the scope, applicable charges and what is needed next.
Your decision
Move ahead once you understand the work and authorize it.
Before you decide
A clear scope before any commitment.
The first form helps identify your situation. Service availability, fees, any recurring charges and timing are confirmed before work begins.
GOOD TO KNOW
A few answers before you start.
Yes, you can start by telling us which period needs attention. A review determines the catch-up scope before monthly work begins.
Yes. The website and initial questions are available in English, Portuguese and Spanish. Official filings may still require English.
OpenTax is based in New Jersey and serves clients in multiple states. Enter the relevant state to confirm availability for the service you need.
YOUR NEXT STEP