Welcome to Stress-Free Bookkeeping
Built from a desire to help small business owners feel organized, confident, and at peace with their finances - not overwhelmed by them.
What I Offer
Contact for exact pricing or book a free Introductory Consultation below!
805.242.3881
info@booksandbalancebykayla.com
Growing Businesses
Bookkeeping
Starting at $500/monthAdvanced Businesses
Bookkeeping
Starting at $775/monthUp to 150 transactions per month.
Up to 4 bank or credit card accounts.
Basic categorization.
Monthly Profit & Loss Statement.
Receipt Matching.
Quarterly Strategy Check-ins.
Micro-Businesses & Side Hustles
Bookkeeping
Starting at $275/monthOver 150 transactions per month.
Unlimited accounts
Basic categorization.
Monthly Profit & Loss Statement.
Receipt Matching.
Quarterly Strategy Check-ins.
Accounts Payable Management.
Accounts Receivable Management.
Up to 50 transactions per month.
1-2 bank or credit card accounts.
Basic categorization.
Monthly Profit & Loss Statement.
Payroll Processing
Starting at $105/monthProcess running payroll.
File sales tax returns.
File state and federal payroll tax returns.
Prepare and file W-2s, 1099s, W-3s and 1096s.
Personal Tax Filing
Starting at $315Preparation of one (1) Federal Form 1040 and all required schedules (e.g. Schedule A for deductions, Schedule B for interest/dividends).
Preparation of applicable state and local income tax returns for the tax year.
Secure submission of completed and signed returns to the IRS and relevant state taxing authorities
Business Tax Filing
Starting at $515Preparation of one (1) Federal Business Tax Return (e.g., Form 1120, 1120-S, or 1065) for the tax year.
Preparation of applicable state and local income, franchise, or excise tax returns for the business entity.
Secure submission of all completed and signed business returns to the IRS and relevant state taxing authorities.
Review of the business’s year-end trial balance, Profit & Loss statement, and Balance Sheet for tax compliance.
Identification and calculation of “book-to-tax” adjustments (e.g., non-deductible meals, penalties, or depreciation differences).
Calculation and maintenance of federal and state depreciation schedules for business equipment, vehicles, and real estate.
Preparation and issuance of Schedule K-1s for all owners/partners to report their share of income, losses, and credits.
Notary Public & Loan Signing
Starting at $25Review documents presented for notarization and verify the identity of all signers in accordance with applicable state laws.
Witness signatures and perform acknowledgments, jurats, oaths, affirmations, and other authorized notarial acts.
Facilitate the signing of mortgage, refinance, and real estate transaction documents.
Travel to your home, office, healthcare facility, or other agreed upon location to provide notary services when requested.
Book an Appointment
Booking your appointment is simple, and I am ready to provide the attention, care, and expertise you deserve. Let’s get started—pick a time that works for you.
