Simple, straightforward pricing for everything your business needs.
Get exactly what you need, when you need it, with expert guidance at every step.
Bookkeeping and tax bundles
built to match your needs
Bookkeeping and tax filing for businesses with up to $10k in monthly expenses
Starting at
$399/mo*
billed annually
Advanced bookkeeping and tax filing for businesses with between $10k - $25k in monthly expenses
Everything in the
starter financial suite, plus:
Starting at
$599/mo*
billed annually
Unparallelled bookkeeping and tax filing for businesses with expenses over $25k in monthly expenses
Everything in the
growth financial suite, plus:
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 services to manage your financials seamlessly.
Starting at $399
Fast and smart bookkeeping to cover your basic financial reporting needs.
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.
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.
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.
Book a free consultation with our experts
and get your finances on track with Otterz today!
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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.
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.
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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5 Union Sq. West #1083,
10003, New York, USA
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Disclaimers: For detailed information, please refer to section 12 of our Terms of Service page.