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Unsure Where To Begin With Bookkeeping?

Schedule a free 15-minute consultation with our experts.

Why Choose Us

Discover the features that make our bookkeeping service the best choice for your business.

AI-Powered Accuracy

Let our AI handle the heavy lifting. Automated transaction categorization for accurate and error-free books.

Tailored for Your Business

From startups to large enterprises, our solution is adaptable to your unique needs.

Seamless Integration

Easily integrate with your existing accounting systems, including QuickBooks and Xero.

Transparent Pricing

No hidden fees. We offer clear, competitive pricing that ensures you get the best value.

How It Works

Our expert-guided process makes your bookkeeping journey seamless from start to finish.

1

Free Consultation Call

Book a 30-minute call with our bookkeeping expert to discuss your current setup, goals, and financial challenges.

2

Tailored Onboarding & Setup

We'll walk you through a customized onboarding experience—no guesswork. From tool selection to document collection, we've got you covered.

3

Secure Integration

Our team helps connect your existing accounting tools (like QuickBooks or Xero) and bank accounts with Occams AI to ensure real-time data flow.

4

AI-Powered Bookkeeping Begins

Our platform automatically categorizes transactions, reconciles books, and generates smart reports with minimal effort from your side.

5

Ongoing Support & Tax-Ready Reporting

Stay compliant and confident year-round. Our team reviews your books, prepares tax-ready financials, and keeps everything audit-ready.

One Plan. Complete Bookkeeping.

AI-powered bookkeeping with expert oversight — clear, simple, reliable.

Bookkeeping Essentials

$2,099

per year

Billed annually. No hidden fees.

What's Included

Monthly bookkeeping & reconciliation
Categorized business transactions
Smart accuracy checks powered by AI
Real-time financial dashboard access
P&L and balance sheet reports

Support & Storage

Secure cloud document access
Email support from bookkeeping specialists

Not sure yet? Schedule a free consultation to learn more.

What Our Clients Say

Hear from businesses that trust Occams AI for their bookkeeping.

Frequently Asked Questions

Quick answers to help you get started with Occams AI

Forming an LLC and opening a business bank account are essential steps to protect your personal assets and streamline your finances. An LLC limits your personal liability in case of legal or financial issues, while a business bank account helps you separate personal and business finances, making tax preparation easier and ensuring a more professional image for your business.

No, you don’t! We work with entrepreneurs from around the world to get their businesses incorporated.

A limited liability company is a formal business structure (created as per state law) where the business is legally distinct from the owner(s). It combines the perks of a corporation (protection against personal liability) and a partnership (pass-through taxation). State laws stipulate how LLCs should be incorporated, requiring specific documents like articles of organization.

We don’t need any documents to get started. We just need a few pieces of info: your company name, personal address, phone number, and email. Later in the process, you'll need a passport to set up your bank account.

An Individual Tax Identification Number (ITIN) is used as an alternative for a Social Security Number (SSN) in some cases and is not a requirement in most cases. However, you will be required to have one if you wish to apply for a PayPal account or certain bank accounts.

Corporate Head Office

2170 Main St, Ste 203,
Sarasota, FL 34237

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