SERVICE OPTIONS

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Comprehensive Strategy Packages
Full Service Bookkeeping and Financial Reporting

 ​Quarterly Financial Advising
​
​*pricing based on annual agreement*
​​À la carte Services
​Advisory Services
​QuickBooks Training
 
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 Quickbooks Setup or an advisory session is required prior to beginning an annual agreement.**

​Full Service Bookkeeping and  Financial Reporting

starting at $999/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 high-volume transactions, inventory management, multiple members, locations, or accounts.
​** Initial advisory meeting required prior to beginning the annual agreement for full service bookkeeping and financial reporting.
**  This package is a great fit for businesses with $10,000 or more in average monthly sales. Business owners with lower sales may consider quarterly advising services to get started.

Quarterly Financial Advising

$425/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.
** Initial advisory meeting required prior to beginning the annual agreement for quarterly financial advising.
** This package is a great fit for businesses with at least $4,000 in average monthly sales. ​

À LA CARTE SERVICES

Advisory Services
​$349/ hour 
Consult with us about business planning and forecasting, personal budgeting and financial management, debt reduction, and any other financial topics.

INCOME TAX PREPARATION

Schedule a call to learn the pricing for your unique tax situation. Generally, prices start at these levels:
​
 ​Tax Preparation Fees 
Individuals:  $349
​Married Couples: $449
Limited Liability Companies, Partnerships, S Corporations: $599
Nonprofit organizations:  $799

SOFTWARE MANAGEMENT


​Our clients can save 15% off retail pricing for QuickBooks Online and QuickBooks Payroll subscriptions. 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 bookkeeping and those who want the assurance of professional accounting and tax preparation.  Check out this list of past and present clients.