monthly accounting packages
basic
starting at
$350
every month
Package Includes :
Categorizing Expenses & Income
Reconciliation of up to 1 account
Monthly management reports
Standard
starting at
$550
every month
Package Includes :
Categorizing Expenses & Income
Reconciliation of up to 2 accounts
Monthly management reports
Standard KPI's
Up to 2 Advisory Meetings
complete
starting at
$1,125
every month
Package Includes :
Categorizing Expenses & Income
Reconciliation of up to 2 accounts
Monthly management reports
Standard KPI's
Up to 4 Advisory Meetings
Business Tax Prep
Basic Tax Planning
Quarterly Estimated Taxes
semi-monthly
payroll
starting at
$150
every month
Package Includes :
Semi-Monthly Payroll
(up to 5 employees/contractors)
Direct Deposit
(for each employee)
Employee Portal
(to view paystub and W2)
Filing & Remittance of
all Federal + State Tax
Returns and Taxes
Electronic Submission of W2’s
*each additional employee $20 per month
ONLY available with a Monthly Bookkeeping Subscription
Listen, taxes, bookkeeping and accounting can be scary. But our approach is you should know exactly what’s going on with your money.
That’s why our services’ hallmark isn’t about just saving you money, reducing tax and accounting overwhelm or keeping your finances on track. It’s also about our dedication to partnering with you to help you become financially fit.
Ready to put your bookkeeping tasks in capable hands so you can spend more time serving clients and operating in your zone of genius?