Bookkeeping

Bronze is perfect for solo entrepreneurs with simple bank activity. If you have more than 2 bank or credit card accounts, or if you want Strategic Tax Planning to lower your tax liability throughout the year, the Silver tier is our recommended starting point.

Included in Silver (Quarterly) and Gold (Monthly), these are personalized video walkthroughs where we explain your Income Statement and Balance Sheet in plain English. It allows you to see the “health” of your business without having to read through dense spreadsheets yourself.

Absolutely. As your business grows and you add more accounts or require more frequent tax planning, we can move you to the next tier to ensure you’re always getting the right level of support.

An account is any individual bank account (checking/savings), credit card, or payment platform (like PayPal) that requires transaction categorization and reconciliation.

1. When you sign up for Silver or Gold, you automatically lock in a 10% to 20% discount on your personal tax preparation. This ensures that the team who knows your books best is also the one handling your filings at a lower cost.

1. Log into your payroll https://oneasure.evolutionadvancedhr.com
2. Click on My Payroll
3. Click on My Direct Deposit
4. Click + Add Direct Deposit.
5. Enter and verify all new information
6. Click Submit
7. This sends it to us for approval. We will verify and approve on our end.
8. Once approved, you will see it in your Payroll Portal