Bookkeeping Packages 

Quarterly starter package

$337.50 per quarter

$1,350/year value

  • Set-up company books and chart of accounts

  • Quarterly categorization & recording of business transactions

  • Reconciliation of bank & credit card accounts

  • Financial reports delivered quarterly

  • Quarterly tax estimates

Qualifying businesses must have one business checking or credit card accounts + one savings account, with minimal transactions per quarter across all accounts. Businesses with transactions in excess of a minimum amount must select our moderate bookkeeping package.

Quarterly moderate package

$525 per quarter

$2,100/year value

  • Set-up company books and chart of accounts

  • Quarterly categorization & recording of business transactions

  • Reconciliation of bank & credit card accounts

  • Financial reports delivered quarterly

  • Quarterly tax estimates

  • Annual strategic planning meeting

Qualifying businesses must have no more than two business checking or credit card accounts + one savings account, with moderate transactions per quarter across all accounts. Businesses with transactions in excess of a moderate amount must select our monthly bookkeeping package.

Monthly
Package

Starting at $300 per month

$3,600/year value

  • Set-up company books and chart of accounts

  • Monthly categorization & recording of business transactions

  • Reconciliation of bank & credit card accounts

  • Financial reports delivered monthly

  • Quarterly tax estimates

  • Semi - annual strategic planning meeting 

Qualifying businesses must have no more than two business checking or credit card accounts + one savings account. Businesses with transactions in excess of a moderate amount will be provided a quoted upon evaluation or their books.

Add On Services:

  • Individual tax preparation - 1040 + Schedule C, starting at $300

  • Business tax preparation - S Corps, C Corps or Partnership returns, starting at $575

  • Full Service Payroll - starting at $150/month 

  • Tax Planning - starting at $350/per hour