SERVICE OPTIONS

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Comprehensive Strategy Packages
Full Service Bookkeeping and Financial Reporting
Monthly Financial Reporting
​Quarterly Financial Advising
​*pricing based on annual agreement*
​​À la carte Services
​Advisory Services
​Bookkeeping
​Financial Flight Plan
QuickBooks Review 
Income Tax Preparation
For Businesses
For Individuals 
Software Management
QuickBooks Online
Gusto

COMPREHENSIVE STRATEGY PACKAGES

Ensuring your financial health requires consistent attention. We provide you with strategic guidance to help you navigate any changes your growing business faces throughout the year. 
**Completion of the financial flight plan or Quickbooks Setup is required prior to beginning an annual agreement.**

​Full Service Bookkeeping and  Financial Reporting

​$799/month with annual agreement
 Trust us to:​
  • Synchronize your bank account with QuickBooks online
  • Categorize transactions in QuickBooks
  • Review transactions for completeness and accuracy
  • Reconcile bank and credit accounts
  • Review monthly financial statements
  • Recommend estimated quarterly tax payments
  • Prepare and submit annual federal and state income tax returns
  • Recommend strategies for better business management
  • Respond to unlimited questions
*Additional fees for excessive transactions, inventory management, multiple members, locations, or accounts.

Monthly Financial Reporting

$449/month with annual agreement
We train you to categorize transactions in QuickBooks online. We reconcile accounts, review monthly financials, recommend estimated quarterly tax payments, and share strategies to make business decisions based on your unique financial position. We prepare and submit your annual federal and state income tax returns. 
*Additional fees for excessive transactions, inventory management, multiple members, locations, or accounts.

Quarterly Financial Advising

$199/month with annual agreement
We train you to categorize transactions in QuickBooks online, reconcile accounts, prepare and review monthly financials. We review your  financial performance quarterly, recommend estimated tax payments, and share strategies to make business decisions based on your unique financial position. We prepare and submit your annual federal and state income tax returns. 
*Additional fees for multiple members, locations, or accounts.

À LA CARTE SERVICES

Financial Flight Plan

 $499 Investment
Together we will:
  • Complete (or review) the steps required to establish your business at the federal, state, and local level.
  • Develop (or update) an accounting record keeping system that works for you.
  • Formulate (or refine) a working budget for the next year.  
  • Ensure you have a basic understanding of the financial information that will help you make decisions as a small business owner.​​

QuickBooks Review

​$499 Investment
We set-up or review your QuickBooks account to prepare you for financial reporting and tax preparation and follow up after implementation.
*Available to individuals who have completed the Financial Flight Plan and non-profit organizations.
Advisory Services
​$225/ hour
Consult with us about business planning and forecasting, personal budgeting and financial management, debt reduction, and any other financial topics.
​Bookkeeping
​$99/ hour
Trust us to input the transactions into your financial record keeping system. ​​

INCOME TAX PREPARATION

Schedule a call to learn the pricing for your unique tax situation.  Generally, prices start at these levels:
​
Individuals:  $349
Limited Liability Companies, Partnerships, S Corporations: $599
Nonprofit organizations:  $799

SOFTWARE MANAGEMENT


​Our clients can save up to 30% off retail pricing for QuickBooks Online. We can assist with Gusto setup for payroll and independent contractor payments. Let's talk about your needs and see which product is a good fit.

BUSINESSES WE SERVE

We offer a variety of services for business owners who need enough guidance for DIY accounting and for those who want the assurance of professional preparation.