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 Upgrade Membership Plan

Upgrade your plan to include bookkeeping services & more. Our experienced team can manage your business bookkeeping allowing you to save time and money.


Upgrade your tax membership plan to cover all your business essentials.


The most popular plan includes personal & business taxes and bookkeeping services.


Our customized elite membership services provide all-in-one business solutions.

bookkeeping services packages

New Eco-Tax Membership Plans

Upgrade your tax membership plan to Eco-Essential, Eco-Plus, or Eco-Elite. Each plan includes everything in your tax membership plan plus monthly bookkeeping services. We can customize plans to provide additional services such as payroll, bill pay, and sales tax.

quickbooks proadvisor
save time & Money

QuickBooks ProAdvisor Team

Get unlimited support from a dedicated QuickBooks ProAdvisor bookkeeping team. They’ll get your QuickBooks up and running, bring your books up to date, and maintain ongoing bookkeeping. Gain access to real-time data, accurate financial reporting, and tax-ready books.

Gain Financial Insight

Accurate Financial Reports

Having a clear view of your finances will help you make informed decisions. Share your financial reports with your team, investors, and advisors. Easily identify areas in your business that can be improved and make adjustments to meet your goals.

included in all-packages

Focus on what you love and get back to running your business!

QBO Set-up

Our team will help you select the best QBO software version for your business and customize any additional settings for your business and import any pertinent company files, charts, or accounts from your old software or file storage system.

Custom Chart of Accounts

 The Chart of Accounts(COA) is the foundation for a company’s accounting system. Customization of your COA facilitates a business’s internal needs, as well as legal and tax reporting requirements. The COA is regularly updated as your business changes and grows.

Transaction Categorization

All your business transactions must be categorized when they are recorded in to your books. Each month your bookkeeper will ensure that all transactions are categorized correctly. This is an important step needed to identify tax deductions later on.

Monthly Reconciliation

Each month your bookkeeper reconciles all transactions to ensure they are complete and accurate. By reconciling financial statements the bookkeeper can check and identify fraudulent activity and errors.

Monthly Financial Reports

The bookkeeper will prepare key financial statements which include the company’s Profit & Loss, Balance Sheet, and Cash-flow Statement. These statements provide critical information about the company’s financial health and performance over a period.

Monthly Review Meetings

Meet with your bookkeeper monthly to review your books. Bookkeepers can explain and help you understand your financial statements and highlight important aspects of the financial data.

Dedicated Team

A dedicated bookkeeping team will tailor services to serve your current bookkeeping needs. Your team will consist of a dedicated QuickBooks ProAdvisor bookkeeper and tax accountant (CPA or EA). The tax accountant will provide oversight to ensure the quality of books.

QBO ProAdvisor

All of our accountants and bookkeepers are QuickBooks ProAdvisors. They hold special QuickBooks product certifications that help them enhance their QuickBooks and accounting practices. They will ensure that your business reaps the most out of QuickBooks. 

tax plan faq

Tax-Ready Financials

The bookkeeping team keeps you ready for a stress-free tax season. At year-end financial reports are prepared and delivered to the tax accountant to file tax returns. Giving you the peace of mind you need.

learn more about upgrade options

Outsourcing bookkeeping can save you time and money!

Contact us

Fill out the form below to learn more about upgrading your current plan. We’ll schedule a consultation.

Get a Quote

Get all your questions answered by your specialist and receive a price quote during consultation.


Our team will set-up up everything you need to receive additional services included in your upgraded plan.

Get started

Request More Information

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    Frequently Asked Questions

    Please fill out the form above to request more information and get all your questions answered.

    Why small business owners love working with Eco-Tax
    • We appreciate all the attention to detail, willingness to answer any questions, dedication to our business, their expertise and knowledge. They are a key part of our success.

      Claudia Fierro-Poppen, Owner - Ommie Snacks
    • Eco-Tax has been an excellent fit for my company. The online model and upfront pricing makes planning easy. I have nothing but the best to say about their service.  

      Matt, Owner - Winery
    • My business management has become infinitely less complicated, and I have more time to focus on my products and customers. Highly recommend the Eco-Tax team!

      Megan, Owner

      Join Now

      We'll be reaching out to you shortly! If you need to contact us for any reason, you can reach us at 1-866-968-4848 or send an email to myappointment@eco-tax.com