We offer a range of price bundle packages tailored to meet our client’s diverse bookkeeping and accounting needs. Our packages are designed to provide comprehensive solutions while offering competitive pricing. With a focus on delivering exceptional value, we have restructured our services and prices to suit different requirements. Whether you’re a small business in need of basic bookkeeping or a larger company seeking full-service bookkeeping and tax assistance, we have a package that’s perfect for you. Additionally, we offer add-on options such as financial analysis and consulting to further enhance the value and customization of our packages. With our flexible pricing and comprehensive service offerings, we are dedicated to helping our clients achieve their financial goals effectively and affordably.
Please note that the actual services and prices may vary based on your unique needs and the complexity of your business. We understand that each client is different, and we are committed to tailoring our packages to meet your specific requirements. Our goal is to provide you with peace of mind and the assurance that your bookkeeping and accounting needs are in capable hands. Contact us today to discuss your needs and let us create a customized package that addresses your unique business challenges.
Essential Package:
– Monthly bank reconciliation (1 checking & 1 saving)
– General Ledger maintenance
– Expense tracking and classification
– Monthly profit and loss report and review
– Annual 1099 reporting
– Email and phone support
Essential Plus
– Essential package, plus
– Payroll Solution (quarterly & annual compliance reporting)
– Reconciliation of one credit card account
– Sales tax preparation and filing
– Customize reporting & review
Premium Package:
– Essential package, plus
– Accounts payable and receivable management
– Budgeting management
– Cash flow management and analysis
– Workers’ compensation reporting
– Business tax return preparation and filing
Essential Package:
– Monthly bank reconciliation (1 checking & 1 saving)
– Monthly financial statements
– General Ledger maintenance
Click here– Annual 1099 reporting
– Monthly profit and loss statement review via zoom or video
– Email and phone support
Essential Plus
– includes Essential Package plus
– Sales tax preparation and filing
– Payroll management for (5 employees)
– Reconciliation of one credit card account
Click here– Quarterly and annual payroll report filing
– Year-end financial analysis, planning and review
– Annual business tax return preparation and filing
Payroll Package Only
– Employee payroll setup and maintenance
– Payroll tax calculations and filings
– Direct deposit and pay stub generation
– Annual W-2 and W-3 preparation
Click here– Employee benefits administration
– Payroll processing(Weekly, Bi-weekly, and Monthly)
– Email and phone support
Payroll Solution Package:
– Payroll setup with benefits administration & maintenance
– Payroll tax calculations and filings
– Direct deposit and pay stub generation
– Annual W-2 and W-3 preparation
– Payroll processing (Weekly, Bi-weekly, and Monthly)
– Email and phone support
Customized Add-Ons:
– Budgeting and forecasting assistance
– QuickBooks training and support
– IRS correspondence assistance
– Retro bookkeeping services
– QuickBooks year-end cleanup and adjustment
– Entity Consultation and formation
Premium Package:
– Essential package plus
– Accounts payable and receivable management
– Budgeting and cash flow management and analysis
– Workers’ compensation reporting
– Personal tax return preparation and filing
Customized Add-Ons:
– Financial consulting and analysis
– Budgeting and forecasting assistance
– QuickBooks training and support
– Tax planning and advisory services starts at $5K (outsourced)
– IRS correspondence assistance $100 per hour
– Retro Bookkeeping Services $1500 for each year
– QuickBooks year end cleanup and adjustment start at $600
– Dedicated bookkeeping and tax advisor $500 monthly
– Entity Consultation and formation start at $800