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

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