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TAX PREPARATION

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Lined Up Books

 

Individual Tax Return

Preparation

Starting at one-time fee of $450

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Business Entity Tax Return Preparation

Starting at one-time fee of $1250

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​What's included:

Annual tax return preparation and filing

Tax return extension filing (if applicable)

One - on - one virtual review of tax return

Access to tax return portal

Tax audit defense â€‹â€‹

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Ask us about our discount when you bundle both individual and business preparation.

SUBSCRIPTIONS

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Business books

THE
ESSENTIAL BOOKKEEPER

Setting The Foundation For Success

Starting at $400 per month

 

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Designated bookkeeper

Monthly transaction classifications

Monthly bank reconciliations

Monthly general ledger maintenance

Monthly trial balance

Quarterly virtual reviews

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THE
FUNDAMENTAL ACCOUNTANT

Understanding Your Financial Position

Starting at $800 per month 

 

Designated bookkeeper

Monthly transaction classifications

Monthly bank reconciliations

Monthly general ledger maintenance

Designated accountant

Monthly financial reporting

Monthly virtual financial review 

Annual budget and forecasting

Budget vs. actual analysis

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THE
FRACTIONAL CFO

Enabling Growth and Sustainability

Starting at $2600 per month

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TAX:

Designated tax preparer

Proactive tax planning

Business tax preparation​

 

​ACCOUNTING:

Designated accountant

Monthly transaction classifications

Monthly bank reconciliations

Monthly general ledger maintenance

Monthly financial reporting

Ongoing cash flow monitoring

Ongoing cost control

Quarterly financial strategy and planning

Annual budget and forecasting

Budget vs. actual analysis

Priority support

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OTHER SERVICES

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Used Books

CONSULTATION SERVICES

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30-minute consultation - $80​

60-minute consultation - $150

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If you have bookkeeping or accounting related questions, tax or entity structure related questions, then this is the option for you.

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Ask about our consultation subscription options.

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QUICKBOOKS ONLINE (QBO) SERVICES

QBO Setup

Hourly rate $80/hr

 

Set up company file

Link bank accounts

Set up chart of accounts

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QBO Cleanup

Hourly rate $80/hr

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If your books have fallen behind and need to be caught up, then this is the option for you.

It's okay to mix and match services.  They can be tailored to the specific needs of your business.

No two businesses are the same, even if they are in the same industry.  We realize that fact and will work with our clients to assemble the best packages for their specific bookkeeping, accounting and tax needs.  

 

Schedule a free call today to see which services are best for you.

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