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TAX PREPARATION
Individual Tax Return Preparation
Starting at one-time fee of $450
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Tax return extension filing
Annual tax return preparation and filing
Video walk-through of tax return
Access to tax return portal
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Pass-through Entity Tax Return Preparation
Starting at one-time fee of $1250
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Tax return extension filing
Annual tax return preparation and filing
Video walk-through of tax return
Access to tax return portal
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Tax Return Preparation Bundle
Starting at one-time fee of $5400
(Payment plans available)
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Quarterly tax estimates and payments
Annual 1099 filing (up to 10 contractors)
Semi-annual tax strategy call
Annual tax return preparation and filing for business and individual tax returns
Video walk-through of business and individual tax returns
Access to tax return portal
SUBSCRIPTIONS
THE
ESSENTIAL BOOKKEEPER
Setting The Foundation For Success
Starting at $400 per month
Monthly transaction classifications
Monthly bank reconciliations
Monthly general ledger maintenance
Monthly trial balance
Quarterly virtual financial review
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THE
FUNDAMENTAL ACCOUNTANT
Understanding Your Financial Position
Starting at $800 per month
Monthly transaction classifications
Monthly bank reconciliations
Monthly general ledger maintenance
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:
Quarterly tax strategy and planning
Annual business tax return filing​
​ACCOUNTING:
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
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OTHER SERVICES
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.