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Packages

Painless, transparent monthly pricing

Let us take away your stress and give you back your time. Choose your perfect package today.

Monthly Reconciliation

$800 /mo****
  • Monthly Bank & Credit Card Reconciliations w/ General Ledger maintenance*,**

  • QBO setup, maintenance, and support

  • Tax Prep & Plan w/ Fixed Asset Maintenance & Form 1099 prep ***

Full Service

$1,600 /mo****
  • Electronic Bill pay (up to 25/month) and checkbook maintenance

  • Bank & Credit Card Transaction Download & Reconciliations w/ General Ledger maintenance *,**

  • QBO setup, maintenance, and support

  • Tax Prep & Plan w/ Fixed Asset Maintenance, Form 1099 prep, and 2 client meetings annually***

Monthly Download

$1,100 /mo****
  • Bank & Credit Card Transaction Download & Reconciliations w/ General Ledger maintenance*,**

  • QBO setup, maintenance, and support

  • Tax Prep & Plan w/ Fixed Asset Maintenance, Form 1099 prep, and 2 client meetings annually***

Pricing

Painless, transparent annual pricing

Let us help you stay compliant and reduce your tax obligations.

Tax Prep

Starting @ $1,400

Ideal for small businesses that deal with their own accounting throughout the year and need to stay in compliance

  • Tax Preparation for business return and individual owner

  • Year End Closing for business

  • Support and advice when you need it from dedicated expert

Tax Prep & Plan

Starting @ $2,100

Ideal for small businesses that deal with all their accounting throughout the year and want a tax planning meeting to discuss ways to reduce taxes and have no surprises when returns are filed

  • Tax Planning meeting

  • Tax Preparation for business return and individual owner

  • Year End Closing for business

  • Support and advice when you need it from dedicated expert

* One of each account (Checking, Savings, and Credit Card) included, additional fees for additional accounts** Payroll expense breakdown recorded into General Ledger, additional fees for additional payroll services *** Personal Property Tax returns included, if required **** Filing other taxes return (Sales & Use, Gross Receipts, Local Tax, etc) are not included in the above pricing, additional fees will apply