ILEX Financial

1. How much does bookkeeping cost?

Bookkeeping services start at $2,000 per year.

Pricing depends on factors like transaction volume, number of accounts, cleanup needs, and overall business complexity. After a discovery call, you’ll receive a custom quote that reflects your actual needs.

2. What’s included in your bookkeeping services?

Monthly bookkeeping includes transaction categorization, account reconciliation, and financial statements (Profit & Loss and Balance Sheet).

Depending on your needs, services can also include cleanup, catch-up work, and ongoing financial insights to help you make better decisions.

3. How does the onboarding process work?

You’ll start with a discovery call where we talk through your business and goals.

If we’re a good fit, you’ll receive a proposal and engagement letter. Once signed and the deposit is received, we begin onboarding which includes account access, system setup, and initial review.

4. Do I need bookkeeping before filing my taxes?

Yes… accurate bookkeeping is the foundation of an accurate tax return.

If your books aren’t up to date, we’ll complete cleanup or catch-up work first to ensure your financials and tax filings are aligned and correct.

5. How do your tax preparation services work?

Tax pricing is listed and based on the type of return.

You’ll complete a secure questionnaire and upload your documents. From there, your return is prepared, reviewed, and delivered with clear communication along the way.