The story of your business is in the numbers.
Starter
The starter package is a cost-effective solution for solopreneurs, freelancers and micro-businesses with limited budgets, simple needs, lower transaction volume.
- Quarterly record-keeping for up to 2 accounts(bank, credit card or third-party processor).
- Up to 50 transactions per month(150 per quarter).
- Basic Quarterly Financial Reports.
- Communication support via email.
- Stress-free tax time.
- Client pays any QBO subscription fees.
$200/quarter
Core
The core package suits solopreneurs and freelancers ready to take their bookkeeping to the next level with more detailed reporting and personalized support.
- Monthly record-keeping
- Up to 3 bank/credit/third-party accounts
- Up to 100 transactions per month
- Monthly Financial Reports
- Virtual Financial Results Meeting*
- Communication
- Stress-free tax time
- Client pays any QBO subscription fees
From $350/ month
Plus
The plus package includes most features in basic with extras for enhanced insights into your business finances.
- Monthly record-keeping
- Up to 5 bank/credit/third-party accounts
- Up to 250 transactions per month
- Payroll system integration to QBO
- Monthly Financial Reports
- Monthly Financial Summary
- Custom Reporting
- Key Performance Indicators
- Virtual Financial Results Meeting
- Communication
- Stress-free tax time
- Client pays any QBO subscription fees
From $575/ month
Advanced
The advanced package includes select advisory elements designed to elevate your financial management experience.
- Monthly record-keeping
- Up to 7 bank/credit/third-party accounts
- Up to 500 transactions per month
- Payroll system integration to QBO
- Monthly Financial Reporting Package
- Custom Reporting
- Key Performance Indicators
- Budget Creation and Analysis
- Virtual Financial Results Meeting
- Communication
- Stress-free tax time
- Discounted QBO subscription fee available upon request
From $825/ month
*Limited spaces available*
Clean-Up/Catch-Up
This service takes messy and incomplete books and transforms them into complete, accurate and tax ready.
- Perform a paid diagnostic review to assess the current health of client’s books and get a clear scope of work.
- Report Findings & Recommendations
- Perform Clean-up based on findings(upon client approval).
From $1,200
*Diagnostic fee charged separately*
Bookkeeping Set-Up
When you’re ready to upgrade from tracking your business finances using spreadsheets and sticky notes to an accounting system.
From $595
Contractor Compliance
This service simplifies tax compliance for businesses by managing vendor/contractor documentation and filing requirements.
- Collect W9s from vendors/contractors
- E-file 1099 MISC/NECs with the IRS
- E-delivery of 1099 MISC/NECs to vendors/independent contractors
- Annual pre-filing reconciliation of vendor/contractor payments
- It is the client’s responsibility to comply with IRS requirements as it relates to collecting W9s.
$275 flat fee plus filing fees*
Tax preparation
Tax planning
Payroll Processing
Legal Advice
Investment Advice
Assurance Services
On-site bookkeeping
Clerical or Administrative Services
