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Layer 2 · The Recurring Book

Monthly bookkeeping tiered by volume.
Never billed by the hour.

Clean monthly financials that make tax season a formality rather than an emergency. Subscribed businesses receive their annual corporate return at half price.

The Conversion Advantage

Entity Tax Returns Are 50% Off With Bookkeeping

When your books are reconciled by Pivot Aide every month, year-end tax prep is fast and clean. We pass that efficiency directly back to you: your Form 1120-S or 1065 return is discounted 50%, up to $600 ($575 discount for Business, $600 maximum discount for Business Pro).

Monthly Bookkeeping

Fixed monthly pricing based on your monthly expense volume

No surprise hourly invoices. Complete reconciliation of operating accounts, credit cards, merchant processors, and monthly financial reports delivered by the 15th.

Ledger
Under $25K monthly expenses · Up to 2 accounts
$350/mo
  • Reconciliation of up to 2 accounts
  • Monthly Balance Sheet & P&L statement
  • Receipt & expense classification
  • Year-end 1099 compliance review
  • Entity return at 50% discount ($575 savings)
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Ledger Plus
Under $75K monthly expenses · Up to 5 accounts
$650/mo
  • Reconciliation of up to 5 accounts
  • Full monthly close & comparative reporting
  • Accounts Payable & Receivable tracking
  • Quarterly estimate projections included
  • Entity return at 50% discount ($575 savings)
Controller
Over $75K monthly expenses · Unlimited accounts
$1,200/mo
  • Unlimited bank & merchant accounts
  • Class & department tracking
  • 13-week rolling cash flow forecast
  • Monthly strategic video review call
  • Entity return at 50% discount (up to $600 max savings)
Catch-Up Books
Unfiled or disorganized prior periods
$400/mo
  • Priced per month cleaned (3-month minimum)
  • Bank statement transaction reconstruction
  • Correction of prior classification errors
  • Rebuilt general ledger & asset registers
  • Prepares books for tax filing or lending
Small business owners and craftsmen in work aprons
Small Business Operations

You build the business.
We keep the books clean.

Real bookkeeping isn’t data entry dumped at the end of the year. It’s reconciled accounts every month, clean financial statements for your bank, and an entity return filed at 50% off (up to $600) with zero tax season panic.

  • Monthly bank, credit card & merchant account reconciliation
  • Clean financial statements ready for lenders and investors
  • 50% discount on annual corporate and partnership tax returns (up to $600)
Operational Compliance

Payroll, sales tax & quarterly compliance

Add seamless operational handling so no agency deadline is ever missed.

Operational Add-Ons
Full-Service Payroll Direct deposit payroll processing, federal & state tax filings, automated tax impounds, new-hire reporting, and year-end W-2 and 1099 filings. (+$50 per additional state). $125 / mo+$12 per employee
Sales & Use Tax Per state. Economic nexus threshold monitoring, state marketplace facilitator reconciliation, monthly/quarterly return filings, and remittance calendar tracking. $150 / moPer registered state
Quarterly Estimates Four quarterly recalculated vouchers based on real year-to-date profit. Tracks statutory safe-harbor limits and ends the April tax surprise. $600 / yr4 recalculations + vouchers
Tax Planning Retainer For businesses with their own in-house bookkeeper: mid-year tax projection, entity structure check, 1 quarterly strategy session, and unlimited notice review. $250 / moOngoing advisory