BOOKKEEPING
THAT PAYS FOR ITSELF

JOIN THE 340 PEOPLE SAVING TIME & MONEY WITH ECHO

A COMPREHENSIVE, HANDS-ON 

Financial Relationship

If we don’t provide you $1,000 savings within the first month, 
     we’ll refund your money. 

“I’m a music producer with no time or energy for bookkeeping.
Echo changed the game for my finances, my time and my stress”
-J Hall, Nashville TN

Bookkeeping 
$99 per month
*service-based business grossing < 250k/yr 

 

✓ 30-day money-back guarantee

✓ Direct, personal access to your Bookkeeper
    (phone, text, email, Zoom, other!)

✓ Accurately track your income & expenses

✓ Categorize transactions each month
    (income, expenses)

✓ Enter adjustments to record non-cash expenses      
    (business mileage, other)

✓ Monthly reconciliation of bank and credit card accounts

✓ Monthly Income Statement, or Profit & Loss Statement prep

✓ Monthly Balance Sheet preparation

✓ Year-end, tax-ready financial statement preparation
(Profit & Loss Statement, Balance Sheet & Trial Balance)

✓ Integrated tax planning available

✓ Integrates with your existing QuickBooks Online account

Bookkeeping that pays for itself.

At Echo, with our Business Bookkeeping (for service based business, <250k/yr) you get direct access to your account manager (A real person), integrated tax planning, your transactions categorized, monthly reconciliation of your accounts, a monthly income statement and more.

LET US DO THE BOOKKEEPING

You have enough things to worry about.

Here’s how we compare to our competitors

Echo

Bench.co

QuickBooks Live

$99/mo

$139-299
/month

$200-600
/month

Year Founded

2009

2012

2019

Location

U.S.

Canada
(Vancouver, BC)

U.S.

Licensed, professional tax accountant preparing your financial reports (EA, CPA)

ADD-ON:

Tax Management

(Business & Individual Income Tax Return, Quarterly Tax Planning)

($149 per month)

How do you contact your bookkeeper?*

Text
Call
Email
Zoom
FaceTime
WhatsApp
Other

In-App Chat

In-App Chat

Direct access to your bookkeeper*

Offer tax and/or financial advice

Yes (Both)

No

No

Categorize bank and credit card transactions (income and expenses)

Monthly bank and credit card account reconciliations

Monthly financial reports (Profit & Loss Statement, Balance Sheet & Transaction Detail)

Requires QuickBooks Online subscription

Additional Services

(for additional fee)

Audit Support & Representation

Federal/State Tax Collections Issues

Form 1099-MISC Processing

Sales & Use Tax Return Preparation

Quarterly Tax Planning

Business & Individual Income Tax Return Preparation

Invoicing

Bill Payment

Payroll Processing

Other, as requested by client

Business & Individual Income Tax Return Preparation

(none)

MONTHLY ADD ON FOR

TAX SUPPORT

We will establish your employees and officers of your company on a consistent payroll. With your input, we can help determine salaries and handle all the federal and state withholdings. Most importantly, each year we will complete and review your business and your personal tax returns. And since we’ve been bookkeeping and tracking your expenses throughout the year, there will be little to no surprises. You can ask us questions and we will offer suggestions while ensuring we maximize your tax savings and prepare for quarterly or year-end payments.

GET IN TOUCH

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