Accounting Packages
Final pricing for your customized package will depend upon number of accounts, transaction volume, scope of work complexity, tax needs, and add-ons.
Standard
For businesses that already have a trusted in-house bookkeeper, and just need stand-alone tax services.
Starting at
$400 / month
Bookkeeping Review:​
-
Quarterly review of the books.​
​
Tax Advisory​:
-
Two tax advisory meetings (summer and fall) to discuss business tax strategy and prepare tax projections.​
​
Tax Compliance:
-
Assistance with quarterly estimated tax payments.
-
Preparation of annual business tax return.
-
IRS & state tax notice responses.
​
Support:​
-
Email and phone support with 24-hour response time.​​
​
Advanced
For businesses that need expert tax and bookkeeping services.
Starting at $600 / month
Bookkeeping:​
-
Chart of accounts setup & maintenance.
-
Categorizing transactions.
-
Reconcile bank/credit card accounts.
-
Adjusting journal entries.
-
Produce monthly financial package for management.​
​
Tax Advisory:​​
-
Two tax advisory meetings (summer and fall) to discuss business tax strategy and prepare tax projections.
​
Tax Compliance:
-
Assistance with quarterly estimated tax payments.
-
Preparation of annual business tax return.
-
IRS & state tax notice responses.
​
Support:​
-
Email and phone support with 24-hour response time.
​
Back-office
For businesses that need assistance with some of their back-office administrative tasks.
Customized Quote
Back-office Add-ons:​
-
Bill Pay
-
Invoicing
-
Receipt management
-
Inventory management
-
1099 assistance.
-
Expense reimbursements.​
​
​
​