Books done. Deductions found.
Connect your QuickBooks and we review every bank and card transaction for the year, clean up your books, and keep them tax-ready every month so you never start over at tax time.
How it works
Connect QuickBooks
Invite TaxDashers as your accountant inside QuickBooks. No passwords shared, and you can remove access anytime.
We review and clean up
We categorize the year's bank and card transactions, flag deductions you may have missed, and give you a year-in-review summary.
Stay current monthly
Choose a monthly plan and your books stay up to date, so next tax season is fast.
Bookkeeping pricing
Monthly plans
Billed monthly. Cancel anytime with 30 days' notice.
Lite
$99/mo
- Gig workers and side hustles
- Up to 50 transactions a month
- 1 bank or card account
- Quarterly profit & loss
- Year-end tax package
Starter
$250/mo
- Up to 100 transactions a month
- 1 account
- Monthly categorizing and reconciliation
- Monthly profit & loss
Growth
$450/mo
- Up to 300 transactions a month
- Up to 3 accounts
- P&L and balance sheet
- Quarterly check-in call
- Year-end tax package
Pro
$750/mo
- Up to 600 transactions a month
- Up to 6 accounts
- Payroll and sales-tax entries
- Monthly check-in call
- Priority support
Cleanup (one-time)
Current-year business cleanup
from $1,200
Up to 3 accounts.
Each additional prior year
from $900
Per year.
Personal / 1099 cleanup
from $500
Per year.
Every cleanup includes a year-in-review summary: profit & loss, top spending categories and deductions found. Start a monthly plan and get 25% off your cleanup.
Add-on with your tax return
Deduction Review
from $199
We review the tax year's bank and card transactions (up to 2 accounts) for business, charitable, medical and other deductions you may qualify for. Additional accounts $75 each.
Prices are starting points and depend on transaction volume, number of accounts and condition of the records; we confirm your price before we start. QuickBooks subscriptions are billed separately by Intuit; we can set one up for you. We look for every deduction you qualify for, but we can't guarantee a larger refund or specific savings.
How to connect QuickBooks
In QuickBooks Online, click the gear icon (Settings) and choose Manage users.
Open the Accountants tab and click Invite.
Enter keyonedwards@keylockinsurance.com and send. We'll accept and confirm by email. You can remove our access anytime from the same screen.
Don't have QuickBooks yet? Choose "No, set it up for me" on the form and we'll set it up and connect your bank feeds with you on a quick call.
How you pay: we send a secure QuickBooks invoice you can pay by card or bank transfer. Monthly plans can be set to autopay so you never have to think about it.
Get your bookkeeping quote
Thanks! We'll email your quote and QuickBooks connection steps within 1 business day.
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