Online bookkeeping and tax for small businesses
Our AI does the heavy lifting and a CPA-backed team reviews every month. Miss the 15th and we refund that month’s fee.
Free bookkeeping for 3 months when you sign up for a year of service
Applied as 25% off every bill on a 1-year plan.
Your bank data comes in through QuickBooks Online bank feeds, or you upload statements to our secure client portal. No emailing statements back and forth.
Once your books are closed, your monthly review shows what changed and what needs your attention. Here’s a 30-second look at a sample.
Sample business, illustrative numbers
Want your numbers explained every month?
Free bookkeeping for 3 months when you sign up for a year of service. Applied as 25% off every bill on a 1-year plan.
Did you actually make money last month? Most owners find out at tax time. Our AI sorts every transaction as it comes in. Every month, your numbers, explained. Revenue’s up 18%. Margin slipped 2 points. One client is 31% of your revenue. It flags what to fix, before it costs you. Checked by a CPA-backed team. Books ready by the 15th, or your money back. Book a free call at AutoTaxPilot.com. (Narrated by an AI voice.)
On screen:
Free bookkeeping for 3 months when you sign up for a year of service. Applied as 25% off every bill on a 1-year plan.
Bookkeeping and Bookkeeping & Tax include a monthly review of your numbers. Tax set-aside and S-corp checks come with Bookkeeping & Tax. Starter gets year-end books. The by-the-15th guarantee covers those two plans from your first full month after catch-up. See the guarantee terms.
One monthly price covers the work, the people and the plan.
Your P&L and balance sheet for last month, reconciled and reviewed, by the 15th of every month. (Starter gets year-end books.)
A dedicated bookkeeper checks every month, and a CPA reviews anything with a tax impact.
Need tax returns, sales tax or business setup? The same team handles them. Payroll is available as a separate add-on.
Transactions are sorted and matched as they come in, so nothing piles up before your bookkeeper reviews it.
Most small businesses face challenges with messy books, unexpected tax surprises, confusing financial statements, and unclear numbers. AutoTaxPilot provides clarity, accuracy, and reliable solutions to fix these problems.
Tell us about your business. We’ll recommend a plan and give you a flat price, locked for 12 months.
Link your bank, cards and accounting software. Your bookkeeper catches up anything that’s behind.
Financials by the 15th, a CPA reviewing anything with a tax impact, and a real person to answer your questions.
Software does the repetitive work. People make the decisions. Every client gets a dedicated bookkeeper, backed by a CPA.
Reviews every transaction, reconciles your accounts and sends your monthly financials.
Reviews anything with a tax impact. On Bookkeeping & Tax, plans your taxes year-round, sets quarterly estimates and spots savings like an S-corp election.
On Bookkeeping & Tax, prepares and files your business and personal returns, reviewed before anything is filed.
Runs payroll as a separate add-on and handles 1099s, so your team and contractors get paid right.
We combine expert people and modern systems to deliver accurate books, smart insights, and tax efficiency.
Monthly reconciled books, categorized transactions, and clear financial statements you can actually understand.
Accurate P&L, balance sheets, and cash flow reporting to support better decisions with confidence.
Ongoing tax planning, filing support, and year-round guidance to minimize risk, surprises, and unnecessary liabilities.
Flat monthly plans. Book a free call and we’ll confirm the right one for your business.
Essential financial foundation for new and small businesses.
From, on a 1-year plan Save 25% $149 /month
or $199/mo month-to-month
Year-end books. 30-day guarantee.
Reliable bookkeeping to cover your basic financial reporting needs.
From, on a 1-year plan Save 25% $292 /month
or $389/mo month-to-month
Books by the 15th, or that month is refunded.
Full-service bookkeeping with income tax advisory and filing to manage your financials seamlessly.
From, on a 1-year plan Save 25% $517 /month
or $689/mo month-to-month
Books by the 15th, or that month is refunded.
Free bookkeeping for 3 months when you sign up for a year of service. Applied as 25% off every bill on a 1-year plan.
Prices vary with transaction volume. Your price is locked for 12 months once we confirm it on your call. Month-to-month plans add a one-time setup fee. Leave a 1-year plan early and we bill the months you used at the month-to-month price. Business bookkeeping fees are generally tax-deductible.
Not sure what you should be paying? How much does bookkeeping cost for a small business?
Book a free call and choose a 1-year plan. Your 3 free months are applied as 25% off every monthly bill, and there’s no setup fee.
Monthly bookkeeping, financial reports, tax planning and tax filing for small businesses, on a flat monthly subscription. See what bookkeeping costs
Software sorts and matches your transactions as they come in. Your bookkeeper reviews everything each month before your financials go out, and a CPA reviews anything with a tax impact.
That’s common. We catch you up first, and we’ll quote the catch-up work on your call so there are no surprises. Your by-the-15th promise starts with the first full month after catch-up is done.
Two parts. Cancel in your first 30 days, even on a 1-year plan, and we refund your first month’s fee. After that, on every plan except Starter, last month’s books are ready by the 15th, starting with your first full calendar month after catch-up, as long as your accounts stay connected and you answer our questions within 3 business days. If they’re not, we refund that month’s fee.
No. Month-to-month plans are available at the regular price plus a one-time setup fee. Choose a 1-year plan and you get 3 months free, applied as 25% off every bill, with no setup fee. Leave a 1-year plan early and we bill the months you used at the month-to-month price, unless you cancel in your first 30 days.
You connect your bank through QuickBooks Online bank feeds, or upload statements to our secure client portal. No emailing statements back and forth.
If you want S-corp tax treatment for 2027, the election (IRS Form 2553) is generally due by March 15, 2027. On your call we’ll tell you whether it makes sense for you. S-corps need payroll. We can run it as a separate add-on, priced on your call. Read the S-corp guide
Yes. We work in QuickBooks and other popular platforms, so you keep your data and your history.
Small businesses and self-employed owners, from solo operators to companies doing several million a year.
Bring your calculator estimate. We check whether an S-corp or other changes would actually save you money.
We recommend a plan, quote any catch-up work and lock your price for 12 months.
No obligation. If it’s a fit, we start your catch-up and your first full month follows.
Pick a time. We’ll look at your numbers and give you a flat price, locked for 12 months. No obligation.
Free bookkeeping for 3 months when you sign up for a year of service
Applied as 25% off every bill on a 1-year plan.
Not ready for a call? Take the free 3-minute AutoTaxScore check and get a personal report by email.
Prefer to talk now? Call (833) 933-2227 or email info@autotaxpilot.com.
Got a question or ready to get started? Reach out using the form or send us an email. We’ll get back to you within one business day.