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 & Statecheckmarkcheckmarkcheckmark
Individual tax Returns Federal & Statecheckmarkcheckmarkcheckmark
Initial Quickbooks Training Sessioncheckmarkcheckmarkcheckmark
6 and/or 9 Month Updatecheckmarkcheckmarkcheckmark
Year-end Tax Planningcheckmarkcheckmarkcheckmark
Ongoing Remote Quickbooks Supportcheckmarkcheckmark
Monthly Remote Quickbooks Check-upcheckmarkcheckmark
Monthly Bookkeeping – After the factcheckmark
– Import & Categorize Transactionscheckmark
– Monthly Bank Reconciliationscheckmark
– Monthly Credit Card Reconciliationscheckmark
– Loan Reconciliationscheckmark
– Monthly Management Reportscheckmark
– File Quarterly Gross Receiptscheckmark
Assist w/accounts Receivable Set-upcheckmark

SCHEDULE C & SINGLE MEMBER LLC

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

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