SMART BOOKSAffordable bookkeeping + tax return services + secure intake + owner command center.View service plans →
SMART BOOKS BY EVA BOOKKEEPING

Clean books. Clear decisions. More control.

Affordable bookkeeping built for startups and small businesses that need clean books, clearer cash flow, useful financial reports, and practical support without paying mid-market accounting-firm prices.

Request Bookkeeping Help →Explore Plans
Client-readyStructured service intake
Owner-readyBackend command center
CRM-readyShared EAV lead source fields
SMART BOOKS

Bookkeeping Command Center

NEW INTAKES8This month
ACTIVE CLIENTS24On track
MONTHLY REVENUE$6.8KRecurring
Monthly close progress
Next best actions

1   Review three client uploads

2   Reconcile two bank accounts

3   Send one report package

▣Structured intakeKnow what each client needs
✓Monthly workflowTrack close and reconciliation
↗CRM source trackingConnect shared EAV leads
🔒Secure-readyAdd private document storage next
SMART BOOKS APPROACH

Bookkeeping that helps you run the business.

Smart Books keeps the financial-management strategy at the center: maintain accurate books, explain what the reports mean, show where money is going, and help owners make better decisions.

FINANCIAL CLARITY

Know where you stand

Transaction categorization, bank reconciliation, accounts receivable and payable visibility, month-end review, and clear Profit & Loss and Balance Sheet reporting.

We do not just send reports — we help explain what the numbers are telling you.
STRATEGIC MANAGEMENT

Use the numbers to plan

Budget-versus-actual tracking, cash-flow visibility, profitability review, asset tracking, and practical financial information designed to support everyday business decisions.

See what is profitable, what is costing the business, and where attention is needed next.
COMPLIANCE READINESS

Stay organized and prepared

Sales-tax record support, contractor tracking, document organization, deadline readiness, and cleaner records for tax preparation, financing, or an audit request.

Organized records reduce last-minute scrambling when a bank, tax preparer, or agency needs information.
AFFORDABLE SMALL-BUSINESS PLANS

Select a bookkeeping plan.

Smart Books is priced for startups and small-to-medium businesses. Plans begin with an affordable monthly base and scale only when transaction volume, account count, or service complexity requires it.

SMART START

Build a clean financial foundation

Best for startups and very small businesses with straightforward monthly activity.

$199starting / month
  • Monthly transaction categorization
  • Bank and credit-card reconciliation
  • Profit & Loss and Balance Sheet
  • Month-end bookkeeping review
  • Plain-language report summary
SMART GROWTH

More visibility as the business grows

Best for active small businesses that need more financial organization and follow-up.

$349starting / month
  • Everything in Smart Start
  • Expanded account coverage
  • Accounts receivable/payable visibility
  • Cash-flow and month-end review
  • Sales-tax record tracking
SMART STRATEGY

Turn bookkeeping into decision support

Best for established small and growing businesses that want deeper financial insight.

$499starting / month
  • Everything in Smart Growth
  • Budget-versus-actual tracking
  • Profitability and cost review
  • Asset/depreciation tracking support
  • Strategic financial review

Starting prices assume an organized, lower-volume bookkeeping file. Final pricing is confirmed after a short review of monthly transactions, financial accounts, payroll, sales-tax needs, and the condition of the existing books.

OPTIONAL SMART BOOKS ADD-ONS

Add only the support your business needs.

Keep the monthly plan affordable and add specialized support only when it creates value.

01↺

Catch-Up Bookkeeping

Get overdue books organized, categorized, and reconciled one month at a time. Choose the number of months and the transaction-volume tier that fits your records.

$50starting / catch-up month
One-time catch-up estimate$50
Basic 12-month catch-up: $400 paid upfront — regular $600 value, save $200.
See catch-up limits & extra charges

Basic Catch-Up includes: up to 75 transactions and 2 financial accounts per month, transaction categorization, bank/credit-card reconciliation, basic month-end cleanup, Profit & Loss, Balance Sheet, and review of uncategorized or unusual items.

  • Additional financial account: +$15 per account/month
  • Receipt scanning/manual entry: +$25/month up to 50 receipts
  • Missing statement reconstruction: +$25 per missing account statement
  • Heavy cleanup/duplicate correction: starting +$25/month
  • Payroll cleanup: starting +$50/month
  • Sales-tax cleanup: starting +$50 per filing period
  • A/R or A/P reconstruction: starting +$50/month
  • Loan/manual research reconciliation: +$25 per account/month
  • Inventory cleanup and prior-year corrections: custom quote
  • Rush service: +25% to 50%

Final pricing may increase when records are incomplete, unusually complex, or outside the selected transaction/account limits.

02％

Sales Tax Support

Organize taxable sales, maintain filing-ready records, and support recurring sales-tax workflow.

+$75starting / month
03◉

Payroll Coordination

Collect payroll reports, record payroll activity, and keep payroll-related bookkeeping organized.

+$75starting / month
04▥

Management Reporting

Expanded cash-flow, budget, profitability, and management-level reporting with a monthly review.

+$99starting / month
05✦

1099 Support

Contractor record tracking and year-end 1099 preparation support.

$75starting / year
06🔒

EAV Secure Vault

Private document-upload workflow for statements, tax records, and bookkeeping support documents.

Secure featurepricing set when Vault launches
Selected planSmart Books Start
Optional add-onsNone selected
Estimated monthly starting price$199
Catch-up one-time estimate—

Recurring add-ons are included in the monthly estimate. Catch-Up Bookkeeping starts at $50 per selected Basic month, with a $400 Basic 12-month paid-upfront special. Higher transaction-volume tiers and extra cleanup charges are estimated separately. Annual 1099 support is also priced separately.

SMART BOOKS TAX RETURN PRODUCTS

Affordable tax preparation for individuals, small businesses, and nonprofits.

Choose the return type that best matches your situation. These are one-time starting prices and are kept separate from your monthly bookkeeping estimate.

INDIVIDUAL

Individual Tax Return

Designed for a straightforward individual return with W-2 income and a simpler tax situation.

$175starting / return
INDIVIDUAL PLUS

Family, Home, Investments & Added Complexity

For individual returns that may include dependent children, a home, investments, itemized deductions, education credits, or other added tax complexity.

$397starting / return
SMALL BUSINESS

Small Business Tax Return

Tax return preparation for qualifying small businesses, with final pricing based on entity type and complexity. Bookkeeping, receipt scanning or organization, transaction cleanup, and catch-up work are priced separately.

$497starting / return
NONPROFIT

Form 990-EZ

Starting preparation price for qualifying nonprofit organizations filing Form 990-EZ.

$249starting / return
NONPROFIT

Form 990

Preparation for nonprofit organizations requiring the full Form 990 filing. Bookkeeping, receipt scanning or organization, transaction cleanup, and catch-up work are priced separately.

$497starting / return
Selected tax productNone selected
Estimated one-time starting price—

Tax-return prices are starting prices. Final fees can change when additional schedules, states, entities, prior-year work, or unusual complexity are identified during intake.

SMART BOOKS WORKFLOW

From intake to useful financial information.

The goal is not just to close the books. It is to keep the records current, explain the financial picture, and help the owner know what needs attention next.

01◈

Intake

Collect business details, current software, service needs, and contact information.

02▣

Documents

Request statements, prior reports, payroll records, and supporting documents.

03✓

Monthly Work

Categorize, reconcile, review, and resolve client questions.

04↗

Reports

Deliver the close package and prepare the next monthly cycle.

SMART BOOKS INTAKE

Affordable bookkeeping and tax preparation start with understanding what you actually need.

Tell us where your books or tax situation stand today. We will recommend the smallest practical service level that fits what you actually need.

Designed for startups and small-to-medium businesses — not oversized accounting packages.

CALL(203) 759-8825TEXT(203) 759-8825EMAILsmartbooks@elite-avatars.com

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