Services Included:

Monthly bookkeeping (bank reconciliation, ledger maintenance).

Basic financial reports (balance sheet, income statement, AR/AP

Price: $150 -$200/month Setup Fee: $300 (One-time) Additional Costs: May vary

Best For: Solopreneurs requiring streamlined accounting services focused on tax prep and financial management. This service package can be tailored to meet their unique needs, often eliminating payroll-related tasks.

Services Included:

Monthly bookkeeping (bank reconciliation, ledger maintenance)

Basic financial reports (balance sheet, income statement)

Payroll for up to 5 employees

Price: $350 - $550/month
Setup Fee: $375 (One-time)
Additional Costs: $50 per extra employee for payroll

Additional charges for complex tax filing (e.g., multiple states)

Best For: Small businesses needing essential accounting services.

Services Included:

Monthly bookkeeping (accounts payable/receivable, invoicing)

Comprehensive financial reports (balance sheet, income statement, cash flow)

Annual Tax Preparation

Payroll for up to 15 employees

Quarterly business performance review and recommendations

Price: $1500 - $3000/month
Setup Fee: $1500
Additional Costs:

$35 per extra employee for payroll

$100/hour for additional consulting or special reports

Additional fees for complex tax situations (multi-state filings, international transactions)

Services Included:

Advanced bookkeeping (multi-currency, forecasting, budgeting)

Full financial reporting (balance sheet, cash flow, variance analysis)

Payroll for up to 50 employees

Quarterly tax planning and filing

CFO services (financial planning, budgeting, forecasting)

24/7 access to accounting support

Custom reporting based on business KPIs

Price: starts at $4800/month
Setup Fee: $2500
Additional Costs:

$25 per extra employee for payroll

Custom consultations: $150/hour

Fees for complex tax issues (multi-state, international, M&A)

Best For: Large businesses with complex accounting needs and requiring strategic financial guidance.

These additional services can be added to any package:

Tax Filing (Federal & State): $350- $600 per return (for LLCs/S-Corps)

Payroll Processing: $50 per employee/month (beyond package limits)

CFO Advisory: $200/hour for financial strategy and consulting

Audit Preparation: $750 (one-time fee)

Discounts & Payment Terms

Discounts: 10% off for annual contracts.

Payment Terms: Payments are due monthly, at the start of each month. We accept payments via credit card, ACH transfer, or check.