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Get exactly what you need, when you need it, with expert guidance at every step.

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Bookkeeping and tax bundles

built to match your needs


From spot-on tax filing to seamless bookkeeping solutions our packages

are designed to cover every angle of your financial needs. 

Starter


Bookkeeping and tax filing for businesses with up to $10k in monthly expenses

  • Access to Otterz’s all-in-one financial management platform
  • Dedicated bookkeeping expert
  • Clean, accurate books and up-to-date financials
  • Profit & loss and balance sheet statements
  • Instant, real-time financial insights
  • Setting up your business' chart of accounts
  • Federal and state tax filing
  • Up to two 1099 filings







Starting at

$399/mo*

billed annually

Growth


Advanced bookkeeping and tax filing for businesses with between $10k - $25k in monthly expenses

Everything in the

starter financial suite, plus:

  • Initial BOIR report filing
  • Faster book closings
  • Semi-annual tax consultations
  • Business income tax filing for upto 2 states
  • Business income tax filing for upto 2 states
  • Swift payment processing with Clover or/and Cardpointe at competitive rates (approx. 2.30% +30¢).   

Starting at

$599/mo*

billed annually

Enterprise


Unparallelled bookkeeping and tax filing for businesses with expenses over $25k in monthly expenses 

Everything in the

growth financial suite, plus:


  • Multi-entity accounting
  • Unlimited chart of accounts for boundless financial flexibility
  • Accrual accounting
  • AR and AP reconciliations
  • Federal and state tax filing for multiple entities
  • IRS tax extensions filing
  • Swift payment processing with Clover or/and Cardpointe (approx. 1.90% +30¢).     





Starting at

$999/mo*

billed annually

Get 10% off your first year with any Otterz annual plan!

Looking for unbundled

tax or bookkeeping services?


Pick what you need – choose from our standalone tax or bookkeeping packages.


Tax filing and advisory


Tax filing and advisory services to manage your financials seamlessly.

  • Access to Otterz financial management platform
  • Dedicated tax expert, always on call
  • Complete tax handling: federal, state & franchise
  • Hassle-free annual filings, 1099 forms & more
  • Tailored tax advice for optimal savings
  • Proactive tax planning

Starting at $399

Bookkeeping


Fast and smart bookkeeping to cover your basic financial reporting needs.

  • Dedicated bookkeeping expert
  • Clean, accurate books and up-to-date financials
  • Profit & loss and balance sheet statements
  • Daily tracking & categorization
  • Instant, real-time financial insights
  • Monthly reconciliation

Starting at $259/mo

Additional services

Company formation


Expert company formation

& registration

Select the perfect entity — be it Sole Proprietorship, Partnership, LLC, or Corporation. Our experts guide you through the decision, ensuring compliance and a smooth setup while considering your tax obligations and expansion plans.

Get a quote

CPA consultation


Speak with a tax expert

Get one-on-one with our top CPA for an one-hour video call, delivering custom tax strategies and insights to elevate your business.

Get a quote

R&D tax credits


Claim R&D tax credits

hassle-free

Save up to $500,000** per year with the R&D tax credit. We handle the full claim process and provide the necessary documentation to back up your claim with the IRS.

Get a quote


Book a free consultation with our experts

and get your finances on track with Otterz today!

Pricing page

Frequently Asked Questions

  • What is the payment structure for Otterz's accounting packages – monthly, or annually?

    Otterz's Accounting Packages are designed around annual plans to provide a comprehensive year-long financial management solution. Our plans streamline businesses' bookkeeping and tax accounting while offering significant cost savings.


    Each plan includes access to our AI-powered financial management platform, enhancing the efficiency of your financial operations.


    For businesses with unique needs, we offer flexible monthly payment options upon request, accommodating short-term commitments or varying accounting requirements.

  • Does Otterz offer any discounts or special pricing for long-term accounting commitments?

    Yes, Otterz offers attractive incentives for long-term accounting commitments. For clients who opt for our annual plans, we do have special discounts. Contact us to learn more. 


    Furthermore, for businesses interested in multi-year agreements, we are open to discussions regarding special pricing arrangements. We understand the value of long-term partnerships and are committed to providing flexible solutions that align with the evolving financial needs of our clients. By engaging in multi-year deals, clients can secure favorable terms while ensuring continuity and stability in their financial management services.

  • Do you offer tailored accounting solutions, and what factors influence the pricing?

    Indeed, at Otterz, our philosophy is rooted in the understanding that each business is distinct, with its own set of challenges and requirements. That's why we offer three plans that include: bookkeeping, tax accounting, AI Accounting technology, and payment processing services that are meticulously tailored to meet the individual needs of every client. We acknowledge the varied dynamics of different business environments, which drives our commitment to a personalized service model.


    The pricing for our tailored accounting packages is carefully calculated based on several key aspects unique to your business, such as the complexity and volume of your financial activities, the intricacies of your accounting requirements, the granularity needed in your financial reports, and any extra services you might need. Our in-depth evaluation of your business needs ensures that the service package you receive is perfectly aligned with your objectives, with a keen focus on surpassing your expectations.


    Choosing a tailored solution from Otterz means benefiting from a service that not only precisely fits your business's specific financial management vital needs but is also designed to be flexible, accommodating your business's growth and changes over time. This approach guarantees that you receive optimal value from our services, with pricing that accurately reflects your selected offerings, ensuring efficiency and cost-effectiveness.

*We maintain the right to modify pricing or discontinue specific discount promotions for any of our services at any time. Prices are indicative and vary depending on your unique business needs and specifications. For a customized offer, please get in touch with us.

** IRS, Inflation Reduction Act of 2022

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