BOOKKEEPING PACKAGES

We provide quality, efficient accounting and tax services to businesses and individuals. We take pride in the effort we put into making sure you obtain financial clarity. We believe in educating our clients in order for them to make the right strategic decision for the future to come.

Our Bookkeeping Services are offered in partnership with industry-leaders ADP and Quickbooks. We assist in key elements of organizing and preparing your finances - from monthly account reconciliation to financial statements to annual tax document preparation, payroll, budgeting, and more!

Please review the packages below, complete our questionnaire, and book your consultation.

STEP 1 OF 2: REVIEW OUR PLANS

Link to Step 2 is at the bottom of page.

SERVICE	PREMIUM PACKAGE	REGULAR PACKAGE	BASIC PACKAGE
PRICE	$1000	$500	$300
APPROX. HOURS/MO	50	25	10
Quickbooks Online Setup>	✔	✔	✔
Hubdoc Subscription Included for Easy Filing System>	✔	✔	✔
Stay in Compliance with Tax Law & Generally Accepted Accounting Principles>	✔	✔	✔
Receipt Management Subscription	✔	✔	Client Tracks own Receipts
Monthly Account Reconciliation (# of accounts) $50/additional account	5	3	2
Transactions Recorded and Reviews from Bank Feeds (# of transactions) $40/100 additional transactions	300	175	100
Financial Statements (# of statements) $20/additional statement/month	5	3	3
Email Support	✔	✔	✔/td>
Phone Support - Appointment Only	✔	✔	✔
Financial Review by Video Call	Monthly	Quarterly	Quarterly
Review and Clean-Up of Books, or "Closing"	Monthly	Monthly	Monthly
AR/AP Reporting $25/additional report	Quarterly	Quarterly	Annually
Prepare Reports for Tax Preparation	✔	✔	✔
Annual W-2 and 1099 Preparation	✔	✔	✔
Collaboration with CPA/Attorney of Your Choice	✔	✔	✔
Sales & Use Tax Filing	✔	✔	✔
App Recommendations as Needed	✔	✔	✔
Online Bill Pay	✔	✔
Fixed Asset Tracking	✔	✔
Inventory Tracking	✔
Budgeting	✔
Cashflow Forecasting	✔
ADD-ONS (CAN BE ADDED TO YOUR PACKAGE ON DEMAND)
Payroll - Up to 100 employees	$120/month	$120/month	$50/month
Max # of Employees Allowed per Package (50-100 employees is additional $75/month)	50	30	20
Benefits Complimentary add-on as needed up to # employees	50	30
Special Projects Research; Form Creation; etc.	$30/hour	$30/hour	$30/hour
Staff Development Advisory	$40/hour