Bookkeeping & Financial Support
Clear, accurate, and actionable financials for your business.
Most clients start with cleanup or Starter, then upgrade as they grow.
Plan 1: Starter
$350/mo
For Entrepreneurs and New Businesses
- Income Recording
- Expenses Categorization
- Bank & credit card reconciliation
- Payroll Support
- Vendor Management
- General Ledger maintenance
- Monthly Financial Statements
- Annual Reports
- Tax‑Ready Books
- Up to 2 bank or credit card accounts
★ Most Popular
Plan 2: Business
$450/mo
For Growing Businesses
Everything in Starter, plus:
- Accounts Receivable reconciliation
- Accounts Payable reconciliation
- Monthly Financial Review
- Expense Trend Analysis
- Cash flow tracking
- Chargeback & Processing Fee Review
- 1099 Preparation
- Up to 4 bank accounts or credit cards
Plan 3: Scale
$650/mo
For Established Companies
Everything in Professional, plus:
- Profitability analysis
- Forecasting & projections
- Quarterly strategy calls
- KPI tracking
- Budget planning
- Priority support
- Year-End CPA Coordination
- Up to 6 bank accounts or credit cards
Additional Services
Financial Advisory for
New Businesses
New Businesses
Start your business the right way
- Entity selection overview
- Assistance obtaining your EIN
- DBA / Fictitious Name filing
- Business bank setup guidance
- Accounting system setup
- Schedule C optimization
- Business credit‑building plan
- Professional digital infrastructure setup
"Zamora Garcia & Associates does not provide legal or licensed tax representation services."
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Bookkeeping
Cleanup
Cleanup
Get clarity before moving forward
- Review of historical transactions
- Reconciliation of unreconciled months
- Chart of Accounts restructuring
- Correction of misclassified expenses
- Loan & liability verification
- Undeposited funds review
- Clean financial reports
Final pricing depends on monthly transaction volume and account complexity.
→ Clean Up My Books
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Tax
Support
Support
Helping you stay compliant year-round
- Individual Tax Returns (Form 1040)
- Business Tax Returns
- Tax Planning
- Quarterly Estimated Taxes
- IRS Notices & Letter Assistance
- Tax Document Review
- Tax Filing Extensions

