Tax preparation
Personal and business returns, prepared and double checked. You get a plain English summary of what we filed and why.
- Personal
- Business
- Quarterly check-ins
Now taking new clients in Brooklyn, NY
Brightside Books & Tax is a friendly accounting team for freelancers, startups and small businesses. Upload your documents, we do the rest, and you always know where you stand.
- Free first call
- Flat monthly fees
- 100% remote friendly
Jordan EllisLicensed professional (sample)
Books reconciledSample status
Documents received
Who we help
- IndividualsSimple, stress free returns
- FreelancersTrack income, set aside what you owe
- Small businessesBooks and payroll on autopilot
- NonprofitsTidy records for your board
Books in order, month by monthSample chart
Services
Everything money related, in one place
Bookkeeping
Your transactions sorted, matched and reconciled every month.
- Monthly close
- Reports
Payroll
Pay your team on time with records that stay organized.
- Small teams
Business advisory
Budgets, cash flow and clear next steps when you are growing or changing course.
- Budgets
- Cash flow
- Planning calls
How it works
Up and running in three steps
- 1
Book a free consultation
A friendly 20 minute chat about what you need. No pressure, no jargon.
- 2
Upload your documents
Drag files into the secure panel. We tell you if anything is missing.
- 3
We get it done
Your accountant handles the work and checks in only when we need you.
Pricing
Simple plans, no surprises
Sample packages. Your firm sets the real prices.
Starter
For freelancers and side businesses
$99per month, sample
Talk to us firstGrowth
For small businesses that want steady books
$249per month, sample
Talk to us firstStudio
For teams that want a full finance partner
$549per month, sample
Talk to us firstWhat is included
| Feature | Starter | Growth | Studio |
|---|---|---|---|
| Tax preparation | Personal | Personal and business | Personal and business |
| Monthly bookkeeping | |||
| Bank reconciliation | |||
| Payroll processing | |||
| Quarterly planning call | |||
| Advisory sessions | Monthly | ||
| Secure document upload | |||
| Response time | 2 business days | 1 business day | Same day |
Upload documents
Drag, drop, done.
Skip the email attachments. Send everything we need in one tidy place, and watch the checklist fill up.
- Works from your phone or laptop
- See what we got and what is missing
- Keep sensitive files out of your inbox
Secure document uploadSample panel. Nothing is sent from this page.
SampleDrop files here
PDF, JPG or PNG- Bank statements3 filesReady
- Receipts and expenses12 filesReady
- Prior year return1 fileAdd
Say hi, Jordan replies fast
About
Meet Jordan Ellis, your go to accountant
I started Brightside Books & Tax because finance admin should not eat your week. You get one person who knows your numbers, explains them in plain words and answers when you reach out.
Based in Brooklyn, NY, working with clients wherever they are.
- 1:1One accountant, every time
- PlainNo jargon, ever
- FastQuick, friendly replies
Reviews
Clients say it feels easy
I used to dread my paperwork. Now I upload a few files and it is handled. Friendly, fast and easy to reach.
Monthly books done on time and explained in plain words. It feels like having a partner who actually cares.
Our reports are tidy and on schedule. Board meetings are far less stressful than they used to be.
FAQ
Quick answers
Still wondering? Call us, it is free.
How does the free consultation work?
It is a short call or visit with no cost and no obligation. We listen, look at what you have, and tell you what we would do and what it would cost before anything starts.
What should I upload?
Whatever you have. Statements, receipts, last year's return, payroll reports. We tell you what is missing so you never have to guess what we need.
Is the upload panel secure?
The panel on this page is a sample. On your live site it links to the secure client portal your firm uses. Sensitive documents should never travel by regular email.
Do you work with clients outside Brooklyn, NY?
Yes. Most work happens remotely by phone, video and secure upload, and we meet in person in Brooklyn, NY whenever it helps.
How is pricing set?
Packages carry a fixed monthly or yearly fee that we agree before work starts. Anything outside a package is quoted first, so there are no surprise invoices.
Can you fix books that are behind?
Yes. Catch-up work is scoped after we see the state of your records and is quoted as a one time project.
Ready for finance admin that just works?
Book a free consultation with Brightside Books & Tax. We serve Brooklyn, NY and clients everywhere online.