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Our bookkeeping services are designed to grow with your business. Each package includes accurate monthly bookkeeping, organized financial records, and reliable support tailored to your stage of growth.
Designed for small and early-stage businesses with straightforward activity.
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Ideal for solopreneurs, service-based businesses, and new companies that want organized, tax-ready books without complexity.
Built for growing businesses with higher transaction volume and increasing financial needs.
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Ideal for growing teams, multi-account businesses, and owners who want better visibility into cash flow and performance.
Designed for established businesses requiring advanced oversight and consistent financial reporting.
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Ideal for established businesses, professional firms, and wineries that rely on accurate financial data for planning and decision-making.
Bookkeeping cleanup services are designed to correct inaccurate, incomplete, or disorganized financial records and bring your books into proper order. Pricing depends on the condition of the records, transaction volume, and number of months requiring cleanup.
Designed for minor issues or recently neglected books.
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Ideal for businesses that are mostly organized but need light corrections.
Designed for businesses with moderate errors or gaps.
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Ideal for businesses preparing for tax filing or transitioning to ongoing monthly bookkeeping.
Designed for severely disorganized or incomplete books.
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Ideal for established businesses, professional firms, and wineries with complex or overdue records.
Our financial reporting services provide clear, accurate insights into your business performance. All reports are prepared using professional accounting standards and customized to your business needs.
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Ideal for small businesses that want basic financial visibility and tax-ready reports.
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Ideal for growing businesses that want deeper insight into cash flow and profitability.
Includes:
Ideal for established businesses, wineries, and professional service firms that rely on financial data for planning and decision-making.
Includes:
Pricing varies based on complexity and time period.
At Healdsburg Bookkeeping, our individual tax preparation services are designed to provide accurate, timely, and stress-free filing. Prices vary depending on the complexity of your return:
For W-2 employees with standard income, no self-employment income
Includes income and expenses for sole proprietors or independent contractors
Includes basic rental property income reporting
For itemized deductions, investment income, or additional schedules
*Prices may vary based on complexity and bookkeeping needs. A consultation will determine the final quote.
At Healdsburg Bookkeeping, we provide accurate and reliable business tax preparation for small businesses, LLCs, partnerships, and S corporations. Prices vary depending on business type and complexity:
Includes Schedule C filing for income and expenses
Includes K-1 preparation for partners
Includes K-1s and payroll reporting
For rental income, investments, or complex deductions
Year-end review and tax strategy for compliance and savings
*Final pricing depends on complexity and organization of your financial records.
At Healdsburg Bookkeeping, our tax planning services help individuals and small business owners make informed financial decisions and prepare for year-end tax obligations. Pricing depends on complexity and scope of planning:
Review income, expenses, and potential deductions for W-2 employees, freelancers, or self-employed individuals
Review business income, expenses, and deductions, with year-end strategy advice
Check progress on tax obligations and estimate quarterly payments
Analyze tax impact of rental property or investment income
Full review of personal or business financials to prepare for upcoming tax season
*Final pricing depends on complexity and financial organization.
Financial reports prepared by Healdsburg Bookkeeping are for internal use only and are based solely on information provided by the client. We do not provide audits, reviews, compilations, or assurance services, and we do not express an opinion on financial statements.
In addition to bookkeeping, we offer tax preparation and tax planning services using client-provided information and applicable tax guidelines. We do not provide legal advice or CPA attest services. Clients are encouraged to consult a licensed CPA or legal professional for complex matters.
Pricing may vary based on transaction volume, record condition, and return complexity. Clients are responsible for the accuracy and completeness of information provided.
Get in touch with us today to learn more about how we can help your business thrive.