$6,000+
In IRS penalties you can avoid each year with clean books and an active year-round tax strategy
Accountant · Tax Strategist · For Latino Businesses
Plans and prices as clear as your books.
No intimidating contracts, no fine print. Choose the plan that fits your business today — and grow with us tomorrow.
🤝Service in Spanish
📅Fixed monthly rate
🔒No hidden costs
🏛️Certified Tax Professional
⭐Latino-business specialists
Good bookkeeping
pays for itself.
Many Latino business owners wonder why they should pay for professional bookkeeping. The reality is that messy books and taxes without a strategy cost far more — in lost deductions, IRS penalties, and decisions made in the dark. Every dollar invested in Contely protects and grows the business you built.
30–40%
Potential tax savings when a certified tax strategist works your deductions all year
2–4 hrs
Hours you get back each month to grow and enjoy the business you've worked so hard for
Choose Your Plan
Every plan includes bilingual support, secure cloud access, and a dedicated accountant
Basic
Starter · To Begin
$297/mo
For new businesses ready to get formal. Up to $200K/year in revenue.
- ✓1 bank account monitored
- ✓Monthly transaction categorization
- ✓Bank reconciliation (1 account)
- ✓Monthly P&L report
- ✓1 virtual meeting per month (30 min)
- ✓Digital onboarding in 48 hrs
- ✓Email support (48 hrs)
- ✓Up to 75 transactions/month
- ✓QuickBooks Online included
⭐ Most Popular
Intermediate
Growing · Scaling
$547/mo
For established businesses that want to understand their numbers. $200K–$500K/year.
- ✓Up to 3 accounts monitored
- ✓Full bookkeeping and categorization
- ✓Bank and card reconciliation
- ✓Monthly P&L + Balance Sheet
- ✓Cash-flow summary
- ✓1 strategy meeting/month (60 min)
- ✓Accounts-payable tracking
- ✓Priority email and chat support
- ✓Up to 200 transactions/month
- ✓QuickBooks Online included
- ✓Year-end close package
Advanced
Established · Consolidated
$947/mo
Full support for expanding businesses. $500K–$1M/year in revenue.
- ✓Up to 6 accounts monitored
- ✓Full advanced bookkeeping
- ✓P&L, Balance Sheet, and Cash Flow
- ✓Accounts payable and receivable
- ✓2 strategy meetings/month (60 min each)
- ✓Invoice and vendor management
- ✓Payroll up to 5 employees
- ✓Custom financial dashboard
- ✓Up to 500 transactions/month
- ✓QuickBooks Online included
- ✓Quarterly business review
- ✓Same-day priority support
Premier
Full-Service · Complete
$1,597/mo
Everything included plus proactive tax strategy. For businesses with $1M+ in revenue.
- ✓Unlimited accounts
- ✓Full bookkeeping + controller review
- ✓Complete financial-report suite
- ✓Full AP/AR management
- ✓Payroll up to 15 employees
- ✓Weekly financial reports
- ✓Unlimited transactions
- ✓Biweekly strategy calls
- ✓Quarterly tax planning
- ✓KPI tracking
- ✓Direct phone + WhatsApp
- ✓Dedicated senior accountant
Total TransparencyWhy each plan
Why each plan
costs what it costs?
You deserve to know exactly why you pay what you pay. Here's what drives the cost at each level — so you choose with total confidence.
01
Time and Transactions
More accounts and transactions means more hours of work each month. Basic handles ~75; Premier is unlimited.
02
Reports and Complexity
A basic report takes minutes. A full financial package with KPI analysis takes hours of expert work.
03
Access and Support
Basic includes email within 48 hrs. Premier includes same-day calls, WhatsApp, and a dedicated senior accountant.
04
Payroll and Accounts
Handling payroll and receivables requires compliance knowledge and significant management time.
05
Tax Strategy
Higher plans include year-round tax prep. Clean books = less to pay the accountant in April.
06
Strategy Meetings
A 30-minute review is very different from biweekly sessions with a certified tax strategist on your side.
Elite Service · White GloveTax Strategy and
Tax Strategy and
Tax Return Filing
As a certified tax professional, I don't wait until April to think about your taxes. This add-on gives you an active tax strategist all year so you never pay a cent more than you owe.
Add-on From
Book a Consult →$397/mo
Combined with the Premier plan: ask about our special rate- ◆Proactive Tax Strategy SessionsQuarterly planning to legally minimize your bill — before year-end, not after.
- ◆Business and Personal ReturnsLLC, S-Corp, Sole Proprietor — I prepare and file both returns with total precision.
- ◆Entity Structure OptimizationS-Corp or LLC? We analyze your situation and recommend what saves you the most.
- ◆Quarterly Estimated PaymentsNo more IRS underpayment penalties. We calculate and guide every quarter.
- ◆Deduction MaximizationWe identify every legal deduction available all year — not in a rush on April 14.
- ◆IRS RepresentationIf the IRS contacts you, I respond in your name. Audits, letters, and negotiations — I've got you.
What's in each plan?
| Feature | Basic $297 | Intermediate $547 | Advanced $947 | Premier $1,597 |
|---|---|---|---|---|
| Accounts Monitored | 1 | Up to 3 | Up to 6 | Unlimited |
| Transactions/Month | 75 | 200 | 500 | Unlimited |
| Bank Reconciliation | ✓ | ✓ | ✓ | ✓ |
| P&L Report | ✓ | ✓ | ✓ | ✓ |
| Balance Sheet | — | ✓ | ✓ | ✓ |
| Cash Flow | — | ✓ | ✓ | ✓ |
| Monthly Meeting | 30 min | 60 min | 2 × 60 min | Biweekly |
| Accounts Payable | — | ✓ | ✓ | ✓ |
| Accounts Receivable | — | — | ✓ | ✓ |
| Payroll | — | — | Up to 5 emp. | Up to 15 emp. |
| Year-End Close | — | ✓ | ✓ | ✓ |
| Tax Strategy Add-on | + $397/mo | + $397/mo | + $297/mo | Special Bundle |
| Support Channel | Email + Chat | Priority | Phone + WhatsApp | |
| QuickBooks Online | ✓ | ✓ | ✓ | ✓ |
| Dedicated Accountant | ✓ | ✓ | ✓ | Senior Specialist |
How We StartSimple onboarding.
Simple onboarding.
Ready in days.
No intimidating contracts, no confusing setup. Getting started with Contely takes less than a week.
1
Free Consultation
30 minutes in your language, no pressure. We learn your business and tell you exactly which plan you need.
2
Digital Setup
You connect your accounts securely. We set up QuickBooks and your dashboard in 48 hours.
3
We Get to Work
Your accountant starts immediately categorizing, reconciling, and organizing your finances.
4
Monthly Review
We meet, review your reports together, and plan the next step for your business.
What people ask us most
QWhy should I pay $297/month if I can do it myself?
You can — until you miss a deduction, get an IRS notice, or make a cash-flow mistake that costs thousands. Our clients save more than they invest because their books are always clean, organized, and tax-ready.
QWhat exactly does the tax service include?
As a certified tax professional, I prepare and file your business and personal return, design a quarterly tax strategy, calculate your estimated payments, and represent you before the IRS if needed. It isn't just doing the taxes — it's planning all year so you legally pay as little as possible.
QWhat if my business grows and I need a higher plan?
Upgrading is easy and uninterrupted. Just tell us and we move you to the right plan with no gap in service.
QDo I need everything organized before I start?
Not at all. If your books are behind or messy, we offer a Cleanup and Catch-up service to get you current. Ask about it in your free consult.
QDo you only work with Latino businesses?
Our passion and specialty is serving Latino business owners — bilingual service, culturally aligned, without judgment. We work with all clients, but our community always receives an extra level of attention and understanding.
Ready to take control
of your business?
Book a free 30-minute consult. No commitment — just clarity.