Bad books cost you tax money twice. Once in the messed-up return you file, and once in the strategy you cannot run because the numbers do not tie. Clean books are the foundation of every move that comes after. Pick the path that fits how you want to operate.
It may be free. If your business runs under 20 transactions a month and we file your tax return, we do your books for nothing. All we ask is a short video at 30 days telling us how it went. See if you qualify.
If you like running your business hands-on and want a CFO-style sounding board, Kick self-serve is built for you. If you want to never think about books again, ETS-as-bookkeeper takes the whole thing off your plate.
For: hands-on owners who want to drive the books with expert backup
You run the books inside Kick.co (our official bookkeeping platform partner). Your $80 a month covers your Kick license at the basic level plus one review a year with us, so someone who knows tax looks at your books before they turn into a return. You stay in control. We're the safety net.
For: owners who want to never look at QuickBooks again
We do the books, you own them. The Kick account is in your name and you pay for Kick, so your books are always yours. Monthly categorization, every account matched to your statements, P&L, balance sheet, and a 15-min monthly touch-base. Books always done within 5 business days of month-end.
The three patterns we see most often. Each one costs the owner real money, every year, without them seeing it.
My bookkeeper categorized half my owner draws as expenses. The IRS caught it three years later.
$240K S-corp · Mar 2026
We were 9 months behind. Every month I told myself I'd catch up next month. Then we needed a loan and the lender wanted current financials.
Construction LLC · Feb 2026
My prior bookkeeper used a chart of accounts that didn't match what the tax preparer needed. Every March we paid extra for the cleanup.
Real estate operator · Apr 2026
If you pick Path 02, here's what lands in your portal every month. The system is the system. No surprises, no monthly upsells.
Every bank, credit card, and merchant feed categorized to your chart of accounts.
Bank and credit card accounts tied out to the statement balance. Variances flagged and resolved.
Three core financial statements delivered to your portal by the 10th of the following month.
Optional. Brief recap, anomalies flagged, owner draw / contribution decisions noted. Recorded for your portal.
Books closed by mid-January. Owner equity tied. Depreciation rolled. Tax preparer (us or yours) gets clean numbers.
1099-NEC + 1099-MISC for every contractor you paid $600+. Filed January 31. Included in the monthly.
Receipts, contracts, and business-purpose notes linked to every transaction over $1,000. Pullable in seconds if the IRS asks.
Every month, every recap, every doc. Permanent. Yours forever, even if you switch bookkeepers tomorrow.
Kick is the bookkeeping platform we use for every client engagement (Path 02) and the platform we recommend for hands-on owners (Path 01). Why Kick: built for small business, AI-assisted categorization, multi-entity friendly, and the chart of accounts maps cleanly to what your tax preparer actually needs.
If you're on QuickBooks today, we'll convert your books at no charge when you onboard onto an ETS bookkeeping engagement. If you want to self-serve on Kick, that is $80 a month, which covers your Kick license at the basic level plus an annual review with us.
Anonymized. Numbers represent either tax savings unlocked by clean books or audit/cleanup costs avoided.
5-property landlord with QuickBooks chart-of-accounts that didn't separate capital improvements from repairs. We rebuilt the books, fixed $80K of costs put in the wrong place, and found missed tax write-offs that survived a Round N tax review.
Owner needed current financials for a $400K equipment loan. We caught up 9 months of books in two weeks, delivered the lender package, and the loan funded on time. Now on monthly close cadence.
Switched from a $300/mo bookkeeper whose books didn't pass our intake review. ETS rebuilt the books from bank statements, reset the chart, and their year-end cleanup cost went away because the books stayed current.
Yes. We work in Kick and nothing else. One system on purpose: it is how we stay fast and careful. We move your books over at no charge when you start. You do not migrate anything yourself.
By how much work your books actually take, not by what you make. If you run under 20 transactions a month and we file your tax return, your bookkeeping is free. All we ask is a short video at 30 days telling us how it went. Above that, we look at your books first and give you a real number on the call, in writing, before anything starts.
Yes, and it is the most common thing we do. Your cleanup back to January 1, 2025 comes with your monthly bookkeeping, so there is no separate cleanup bill. Older years than that take more work, so we look at what you have and give you a number before anything starts.
Yes. We deliver year-end books to whoever your tax preparer is in the format they need. Bundled engagements (where we do both books and taxes) get you a discount, but you're never required to bundle.
30-day notice. No penalty. You keep your Kick workspace (you own it), your portal, and every monthly statement we've ever produced. We'll hand off cleanly to your next bookkeeper if you have one.
Yes. Most upgrades happen when transaction volume grows past what hands-on bookkeeping can absorb. Conversion is instant. Same Kick workspace, same chart of accounts, we just take over the work.
The Discovery call is where we look at your transaction volume, current platform, and how hands-on you want to be. Path 01 or Path 02, we route you to the right one before any engagement starts.
Book a free call →