Flexible plans and features with no hidden costs or fees
Get the accounting services you need for yourself, or your business all in one place.
Business Accounting
We'll guide you in strategizing your tax planning throughout the year.
Tax Preparation & Planning
Get help with your state and federal tax preparation needs.
Tax Resolution
Resolve any outstanding disputes or issues with your previous tax filings.
Other Services
We offer a wide range of services either stand-alone or as an add-on.
Bronze
$895
$805.50
Monthly
Meet legal requirements and avoid penalties
-
- Reconciling 2 Banks, Credit Cards, And/Or Loans
- Setup And Modify Chart Of Accounts For Management Needs
- Forecasting, Budgets, And Strategic Planning
- Annual Adjustment For Depreciation Of Fixed Assets
-
Monthly Review of Accounts Receivables and Payables
- Annual Adjustments For Inventory Value
- Annual Adjustments For Intercompany Loans
- Monthly Client Review Meeting
- Process And Manage Payroll
- Process And Manage Sales Tax
- Quickbooks Online Subscription/License (Up To 5)
- Receipt / Invoice Integration
- Accrual Basis Reports
- Designated as 3rd Party Accounting Representative
- 2 Hours A Month Bookkeeping Team Time (Email Only)
- CPA Team Time
- Target Completion/Delivery Dates Before End Of the Following Month
- Target Response Time Of 10 Business Days (Email Only)
- Monthly Training/Knowledge Transfer
- IRS or State Audit Support
- Financial Paperwork Digitization
- 3-Year Document Archival
Most Popular
Silver
$1,595
$1,435.50
Monthly
Ensure compliance and good record keeping
- Reconciling 2 Banks, and 2 Credit Cards, And/Or Loans
- Setup And Modify Chart Of Accounts For Management Needs
- Forecasting, Budgets, And Strategic Planning
- Monthly Adjustment For Depreciation Of Fixed Assets
-
Monthly Review of Accounts Receivables and Payables
- Monthly Adjustments For Inventory Value
- Monthly Adjustments For Intercompany Loans
- Monthly Client Review Meeting
- Process And Manage Payroll
- Process And Manage Sales Tax
- Quickbooks Online Subscription/License (Up To 5)
- Receipt / Invoice Integration
- Accrual Basis Reports
- Designated as 3rd Party Accounting Representative
- 2 Hours A Month Bookkeeping Team Time (Email, And Phone)
- 2 Hours A Month CPA Team Time (Email Only)
- Target Completion/Delivery Dates Before 20th Of the Following Month
- Target Response Time Of 5 Business Days (Email, And Phone)
- 2 Hours Monthly Training/Knowledge Transfer
- IRS or State Audit Support
- Financial Paperwork Digitization
- 5-Year Document Archival
Gold
$2,895
$2,605.50
Monthly
Perfect for financial piece of mind and compliance
- Reconciling 8 Banks, Credit Cards, And/Or Loans
- Setup And Modify Chart Of Accounts For Management Needs
- Forecasting, Budgets, And Strategic Planning
- Monthly Adjustment For Depreciation Of Fixed Assets
-
Monthly Review of Accounts Receivables and Payables
- Monthly Adjustments For Inventory Value
- Monthly Adjustments For Intercompany Loans
- Monthly Client Review Meeting
- Process And Manage Payroll
- Process And Manage Sales Tax
- Quickbooks Online Subscription/License (Up To 5)
- Receipt / Invoice Integration
- Accrual Basis Reports
- Designated as 3rd Party Accounting Representative
- 4 Hours A Month Bookkeeping Team Time (Email, And Phone)
- 2 Hours A Month CPA Team Time (Email, and Phone)
- Target Completion/Delivery Dates Before 10th Of the Following Month
- Target Response Time Of 2 Business Days (Email, And Phone)
- 2 x 2 Hours Monthly Training/Knowledge Transfer
- IRS or State Audit Support
- Financial Paperwork Digitization
- 7-Year Document Archival