Disclaimer.

FirstBookClients is an independent educational product of CLEARDEAL LLC. It is not affiliated with Intuit, and QuickBooks and ProAdvisor are named only to name the software and the certification they belong to.

Bookkeeping is unlicensed work — no state license or credential is required to keep books. Paid tax-return preparation requires an IRS PTIN; this site teaches books and a clean handoff to a CPA, EA, or attorney — never tax filing or tax advice. Payroll-tax deposits and sales-tax filings carry state rules and penalties; the site teaches the calendar and the books, and filing decisions go to the professional.

Fee bands are published figures, named to their sources and stamped with their check date (October 2026). If a source updates a band, the newer published figure controls, and corrections are welcome: help@doogex.com.