302-414-0056

Pricing

success

STARTER

This package is for the start-up entrepreneur as he/she begin their journey toward success. This package allows you to grow with us. This company will be doing their own bookkeeping and includes your annual tax returns, QuickBooks remote training, an update & tax planning.

Starting @ $125 per month

ASSISTED

This package is for the success focused entrepreneur that wants ongoing support. This company will be doing their own bookkeeping and we will work with you and/or your bookkeeper remotely on a monthly basis to assist with QuickBooks, Reporting & Reconciliations. Plus all the benefits of the Starter package.

Starting @ $200 per month

COMPLETE

This package is for the success and profit focused entrepreneur. We’ll handle the monthly bookkeeping virtually while you do what you do best and grow your business. We’ll be working with you remotely on a monthly basis reviewing your Balance Sheet, Profit & Loss & Key Performance Indicators. We will become your Trusted Advisor. Plus all the benefits of the Starter & Assisted packages.

Starting @ $350 per month

ONLY 10 SLOTS AVAILABLE FOR 2017 TAX YEAR

STARTER

ASSISTED

COMPLETE

Business Tax Returns Federal & State checkmark checkmark checkmark
Individual tax Returns Federal & State checkmark checkmark checkmark
Initial Quickbooks Training Session checkmark checkmark checkmark
6 and/or 9 Month Update checkmark checkmark checkmark
Year-end Tax Planning checkmark checkmark checkmark
Ongoing Remote Quickbooks Support checkmark checkmark
Monthly Remote Quickbooks Check-up checkmark checkmark
Monthly Bookkeeping – After the fact checkmark
– Import & Categorize Transactions checkmark
– Monthly Bank Reconciliations checkmark
– Monthly Credit Card Reconciliations checkmark
– Loan Reconciliations checkmark
– Monthly Management Reports checkmark
– File Quarterly Gross Receipts checkmark
Assist w/accounts Receivable Set-up checkmark

SCHEDULE C & SINGLE MEMBER LLC

STARTING AT $125 PER MONTH STARTING AT $200 PER MONTH STARTING AT $350 PER MONTH
1120-S, 1120-C & 1065 STARTING AT $200 PER MONTH STARTING AT $275 PER MONTH STARTING AT $400 PER MONTH

***PLEASE NOTE ADDITIONAL CHARGES WILL APPLY FOR LARGE VOLUME OF TRANSACTIONS, MULTIPLE BANK ACCOUNTS & INTERCOMPANY TRANSACTIONS***

Contact Us

Accounting and QuickBooks services Whitaker & Rago

710 Wilmington Road, Suite F,
New Castle, DE 19720

P.O. Box 431 New Castle, DE 19720

302-414-0056
lisa@wrtaxes.com
michele@wrtaxes.com

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