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
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
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 |
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| Business Tax Returns Federal & State |  |
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| Individual tax Returns Federal & State | |
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| Initial Quickbooks Training Session | |
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| One Year-end Tax Planning Session w/QuickBooks Update | |
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| Ongoing Remote Accounting Support | |
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| Monthly Bookkeeping – After the fact | |
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| – Import & Categorize Transactions | |
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| – Monthly Bank Reconciliations | |
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| – Monthly Credit Card Reconciliations | |
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| – Loan Reconciliations | |
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| 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***
