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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.

Modern City

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.​

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Tax Advisory​:

  • Two tax advisory meetings (summer and fall) to discuss business tax strategy and prepare tax projections.​

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Tax Compliance:

  • Assistance with quarterly estimated tax payments.

  • Preparation of annual business tax return.

  • IRS & state tax notice responses.

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Support:​

  • Email and phone support with 24-hour response time.​​

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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.​

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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.

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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.​

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