Ongoing engagement
Monthly Owner-Level Accounting
"How do we stop rebuilding my financial history every tax season?"
After the reconstruction
Do not rebuild your financial history every tax season.
After the reconstruction, keep the picture current. Monthly Owner-Level Accounting maintains your businesses, rental properties, owner activity, supporting documentation, and tax-preparation records as transactions occur, so no tax season ever starts from scratch again.
Pricing
Custom monthly engagement
Monthly engagements are always custom because ongoing scope is a function of entities, properties, transaction volume, and the depth of tax-professional coordination you want.
What monthly covers
The picture stays current.
- Monthly reconciliations
- Business and rental-property accounting
- Owner transaction review
- Updated property and debt schedules
- Documentation tracking
- Quarterly tax-readiness reviews
- Year-end tax-preparer coordination
- Annual Owner Financial Profile update
How the relationship works
A dedicated cadence, not an inbox thread.
01
Monthly close
Reconciliations, categorization, owner activity, and property schedules updated every month on a predictable calendar.
02
Quarterly review
Tax-readiness review before every estimated payment. Coordination with your tax professional as decisions land.
03
Year-end
Annual Owner Financial Profile refresh, tax-preparer package delivered on schedule, no scramble.
Ask about Monthly
Start with a Fit Review.
Monthly engagements typically follow a Diagnostic or Proactive. If your accounting is already in good shape and you want to keep it that way, a Fit Review confirms whether Monthly is the right entry point without a preceding project engagement.
Existing clients: reach out to your Eon point of contact directly. This page is not the right entry for you.
Reserve a Fit Review call
A 30 minute consultation with Evie. Come with a rough sense of your monthly volume, the number of entities and properties in scope, and who your current tax professional is.
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Phase 1 placeholder. The live scheduler arrives with Phase 2 of the build, alongside the digital storefront.
Questions
What owners usually ask about Monthly.
Ready for the picture to stay current?
The Fit Review is complimentary. Come with the basics and leave the call knowing whether a Monthly engagement makes sense for your situation.