Monthly bookkeeping
Bank and credit card reconciliation, coded transactions and a profit and loss summary by the 15th of each month.
Bookkeeping, payroll and tax
Books done every month. Taxes filed on time.
Monthly bookkeeping, payroll, sales tax and year-end returns for small businesses, contractors and the self-employed, for a fixed monthly fee.
Sample image
Sample image
Sample image- By the 15thLast month's books done
- FixedMonthly fees
- Year-endReturns prepared
- OnlineOr in our office
Services
Services
Monthly bookkeeping, payroll, sales tax and year-end returns for small businesses, contractors and the self-employed, for a fixed monthly fee.
Payroll
Pay runs weekly or every two weeks, pay stubs, source deductions, remittances and year-end slips for employees.
Sales tax filings
Sales tax returns prepared and filed monthly, quarterly or yearly, with reminders before anything is due.
Year-end and business returns
Year-end adjustments, financial statements for your lender and corporate or sole proprietor tax returns.
Catch-up bookkeeping
Months or years behind? We sort the receipts and statements, rebuild the books and file what is overdue.
Personal tax returns
Personal and self-employed returns, rental income, home office and vehicle expenses, done before the deadline.
Pricing
Monthly bookkeeping plans
Starter
$195/month
- Up to 75 transactions a month
- 1 bank and 1 credit card account
- Monthly reconciliation
- Profit and loss summary
- Email support
Most popular
Growing
$345/month
- Up to 200 transactions a month
- Up to 4 accounts
- Sales tax filings included
- Monthly summary call
- Quarterly tax estimate
Established
$595/month
- Up to 450 transactions a month
- Unlimited accounts
- Sales tax filings included
- Bills and invoices managed
- Year-end package prepared
Priced by transactions per month across your bank and credit card accounts. Payroll is added from $45 per pay run.
Prices
One-off work
Tax returns
Personal tax returnEmployment and investment incomeFrom $95
Self-employed returnIncludes business income and expensesFrom $295
Rental property schedulePer property$95
Corporate tax returnSmall businessFrom $1,200
Catch-up and year-end
Catch-up bookkeepingPer month of recordsFrom $150
Year-end financial statementsFrom $850
Bookkeeping software setup$250
Payroll year-end slipsPer employee$25
Fixed quotes before we start. Prices before tax.
How it works
How it works
Free 20-minute call
Tell us about your business, what you use now and where things stand. No preparation needed.
Fixed quote
We look at a recent bank statement and send a fixed monthly fee and any catch-up quote.
Setup and connect
We connect read-only bank feeds, set up receipt capture and clean up anything outstanding.
Books every month
Your books are reconciled by the 15th and a one-page summary lands in your inbox.
Our team
Who you'll see
Accountant and tax preparer
Year-end, corporate and personal returns. Reviews every file before it is filed.
Senior bookkeeper
Monthly reconciliations and catch-up work for trades, shops and service businesses.
Payroll specialist
Pay runs, remittances and year-end slips for teams of 1 to 40 employees.
Client coordinator
Bookings, document requests and deadline reminders, so nothing slips.
Sample imageAbout us
Know where your business stands
Tallymark is a small bookkeeping and tax office that works mostly with trades, shops, consultants and family businesses. Your books are reconciled by the 15th of every month and you get a one-page summary of what came in, what went out and what you will owe in tax. When year-end comes the books are already clean, so your return is quick and there are no surprises.
- By the 15th Last month's books done
- Fixed Monthly fees
- Year-end Returns prepared
- Online Or in our office
Reviews
What customers say
I was two years behind on my books. They caught everything up in six weeks and filed both returns before the penalties grew.
Marcus D. · Catch-up bookkeeping, electrical contractor
The monthly summary is one page and I actually read it. Tax time is now a ten-minute call.
Hannah W. · Monthly bookkeeping, café owner
Payroll for our eight staff just happens now, and the remittances go in on time every month.
Ravi S. · Payroll, landscaping company
FAQ
Common questions
How much does monthly bookkeeping cost?
Most clients pay between $195 and $595 a month, based on how many transactions go through your accounts. We look at a recent bank statement and give you a fixed fee before you start.
Which software do you use?
We work in the common online bookkeeping apps and can set one up for you if you are still on spreadsheets. If you already have a file, we can usually keep using it.
I'm a year behind. Can you help?
Yes. Catch-up work is billed per month of records, from $150 a month. We give you a quote once we see how many accounts and statements are involved.
What do I need to send each month?
Usually nothing. We connect read-only bank feeds and you snap receipts into a shared folder or app. We email a short list if anything needs explaining.
Do you work with contractors and the self-employed?
Yes, a large share of our clients are trades and freelancers. We track your expenses, give you a tax estimate each quarter and file your return in spring.
Can you deal with the tax office for me?
Yes. With your authorization we answer letters and review requests on your behalf and tell you what they mean in plain terms.
Visit
Hours and location
| Mon–Fri | 9:00am–5:00pm |
| Sat | By appointment, Feb–Apr |
| Sun | Closed |
Map (sample)
Book a free 20-minute call
Call, email or send the form and we'll get back to you, usually within one business day.
This is a sample website for a fictional business. The phone number, email and address are not real, and the photos are stock images.