Transparent And Flexible Pricing To Suit The Diverse Needs Of Our Clients
Our services extend beyond traditional bookkeeping services. With expert financial insights, we empower your business for success with our business advisory services.
Our Plans
Premium
Accounting Service
Strategic
Accounting Service
Premium Accounting
for Small Business
Strategic Accounting
for Small Business
Monthly Price (minimum)
Starts at $495/mo
Starts at $995/mo
Required one-time Diagnostic/QBO Setup
$300
$300
Initial QBO Cleanup, if needed
varies
varies
What’s Included
Reconciling all banks, credit cards, and loans
Setup and modify chart of accounts for optimal management needs
Monthly financial reports (Balance sheet, income statement, and cash flow statement)
Monthly depreciation of fixed assets
Online accounting system access
AR/AP tracking and reporting
Invoicing and online payments function
Billpay with client approval (postage costs addl.)
Annual 1099 electronic filing
Annual net worth statement & review
Basic tax planning and year-end review
Advanced tax planning and quarterly review
Priority phone consultations
Monthly financial review with MBA
Real-time financial dashboard & custom metrics
Personal tax return (Form 1040)
as low as $300
Business tax return (Form 1120, 1120s, 1065)
as low as $500
as low as $500
Business and management consulting
$175/hr
$150/hr
Fully Managed Payroll Service (Direct deposit, W2, 940/941 eFile)
$49/Monthly + $5 per Employee/Contractor
$49/Monthly + $5 per Employee/Contractor
Additional Services
IRS Transcript Analysis
$299/each
$299/each
IRS Transcript Monitoring
$199/year
$199/year
IRS Representation (Audits/Collections)
$175/hr
$150/hr
Premium
Accounting Service
Premium Accounting
for Small Business
Monthly Price (minimum)
Starts at $495/mo
Required one-time Diagnostic/QBO Setup
$300
Initial QBO Cleanup, if needed
varies
What’s Included
Reconciling all banks, credit cards, and loans
Setup and modify chart of accounts for optimal management needs
Monthly financial reports (Balance sheet, income statement, and cash flow statement)
Monthly depreciation of fixed assets
Online accounting system access
AR/AP tracking and reporting
Invoicing and online payments function
Billpay with client approval (postage costs addl.)
Annual 1099 electronic filing
Annual net worth statement & review
Basic tax planning and year-end review
Personal tax return (Form 1040)
as low as $300
Business tax return (Form 1120, 1120s, 1065)
as low as $500
Business and management consulting
$175/hr
Fully Managed Payroll Service (Direct deposit, W2, 940/941 eFile)
$49/Monthly + $5 per Employee/Contractor
Additional Services
IRS Transcript Analysis
$299/each
IRS Transcript Monitoring
$199/year
IRS Representation (Audits/Collections)
$175/hr
Strategic
Accounting Service
Strategic Accounting for Small Business
Monthly Price (minimum)
Starts at $995/mo
Required one-time Diagnostic/QBO Setup
$300
Initial QBO Cleanup, if needed
varies
What’s Included
Reconciling all banks, credit cards, and loans
Setup and modify chart of accounts for optimal management needs
Monthly financial reports (Balance sheet, income statement, and cash flow statement)
Monthly depreciation of fixed assets
Online accounting system access
AR/AP tracking and reporting
Invoicing and online payments function
Billpay with client approval (postage costs addl.)
Annual 1099 electronic filing
Annual net worth statement & review
Basic tax planning and year-end review
Advanced tax planning and quarterly review
Priority phone consultations
Monthly financial review with MBA
Real-time financial dashboard & custom metrics
Personal tax return (Form 1040)
Business tax return (Form 1120, 1120s, 1065)
as low as $500
Business and management consulting
$150/hr
Fully Managed Payroll Service (Direct deposit, W2, 940/941 eFile)
$49/Monthly + $5 per Employee/Contractor
Additional Services
IRS Transcript Analysis
$299/each
IRS Transcript Monitoring
$199/year
IRS Representation (Audits/Collections)
$150/hr
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