Bookkeeping Packages
Quarterly starter package
$375 per quarter
$1,500/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
$750 per quarter
$3,000/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 $525 per month
$6,300/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 with a quote upon evaluation of their books.
​
​
Add On Services:
-
Individual tax preparation - 1040 + Schedule C, starting at $350
-
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