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, & tax planning.

Starting @ $150 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, Accounting, Reporting & Reconciliations. Plus all the benefits of the Starter package.

Starting @ $225 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. We will become your Trusted Advisor. Plus all the benefits of the Starter & Assisted packages.

Starting @ $375 per month

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
One Year-end Tax Planning Session w/QuickBooks Update checkmark checkmark checkmark
Ongoing Remote Accounting Support checkmark checkmark
Monthly Bookkeeping – After the fact checkmark
– Import & Categorize Transactions checkmark
– Monthly Bank Reconciliations checkmark
– Monthly Credit Card Reconciliations checkmark
– Loan Reconciliations checkmark
SCHEDULE C & SINGLE MEMBER LLC STARTING AT $150 PER MONTH STARTING AT $225 PER MONTH STARTING AT $375 PER MONTH
1120-S, 1120-C & 1065 STARTING AT $225 PER MONTH STARTING AT $300 PER MONTH STARTING AT $425 PER MONTH

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