Basic
- Up to 150 transactions per month
- 1-3 bank or CC accounts
- Dedicated CPA
- Unlimited Financial Advice
- Reconciliation of Checking, Credit Card or Payment Processing Account
- Monthly Financial Statements; Profit & Loss Statement and Balance Sheet
- Financial Analysis
- Monthly 1 on 1 Financial Review Meeting
- Secured Personal Portal
Standard
- Up to 250 transactions per month
- 4-6 bank or CC accounts
- Dedicated CPA
- Unlimited Financial Advice
- Reconciliation of Checking, Credit Card or Payment Processing Account
- Monthly Financial Statements; Profit & Loss Statement and Balance Sheet
- Financial Analysis
- Monthly 1 on 1 Financial Review Meeting
- Secured Personal Portal
- Estimated Quarterly Tax
- Personal tax preparation Form 1040 with Sch A, C, D or E
Premium
- Up to 350 transactions per month
- 6-9 bank or CC accounts
- Dedicated CPA
- Unlimited Financial Advice
- Reconciliation of Checking, Credit Card or Payment Processing Account
- Monthly Financial Statements; Profit & Loss Statement and Balance Sheet
- Financial Analysis
- Monthly 1 on 1 Financial Review Meeting
- Secured Personal Portal
- Estimated Quarterly Tax
- Personal tax preparation Form 1040 with Sch A, C, D or E
- Business tax preparation Forms 1065, 1120 or 1120-S
*We can adjust any of the above accounting & bookkeeping packages to suite your business needs.*
Additional Service Pricing
- Financial Consultation & Tax Planning 90 minutes – $350
- Financial Consultation & Tax Planning 45 minutes – $200
- QuickBooks Online Set-Up – $750
- QuickBooks Online Clean Up – $1,500 and up
- Tax Preparation prices range from $600 to $1,500. Tax Preparation may be added to the Basic or Standard packages for a discounted simple monthly fee ranging from $60 to $100 extra a month.
Our USA-based certified public accountant firm can provide relief to you and your staff. With our accounting & bookkeeping packages, you will not have to worry about your business books allowing you to focus more time on running and growing your business.