Accounting Service Packages

Start Up Package
Simple Solutions for small companies and start ups.
$500/month
Standard Accounting Services:
Strategy Sessions
- At Lease 3 Initial Strategy Sessions
(Discover direction, purpose, clarity about your business)
- Discovery & Design Session - Week 1
- Forward Progress Session - Week 4-6
- Protection Strategy Session - Week 6-8
On-going business guidance
- Monthly contact with your Cloud Accounting Specialist
- Stay on track with monthly guidance
- Ongoing Tax Planning (semi-annual)
- Trend analysis - periodic
- Answer your questions
- Advice on business decisions
Reconciliations
- Up to 3 Accounts (banking, credit card, loan)
- Up to 70 transactions
Monthly Financial Reporting
- Cash Basis or Income Tax Basis - Financial Statements
- Balance Sheet
- Profit & Loss Statements with Comparatives
- Journals with Reconciliation reports
Business Compliance (Included)
- Annual Business Income Tax Returns
- Federal Income Tax Return
- State Income Tax Return (1 state included)
- Business Privilege Tax Return Filing
- Business Personal Property Tax Filing
- Annual 1099s (up to 10 included)
Support Guarantee
- Phone Calls returned within 24 hours
- 100% Guarantee

Growth Package
For entrepreneurs who are on the fast track and want to focus on growth.
$725/month
Standard Services:
Strategy Sessions
- At Lease 3 Initial Strategy Sessions
(Discover direction, purpose, clarity about your business)
- Discovery & Design Session - Week 1
- Forward Progress Session - Week 4-6
- Protection Strategy Session - Week 6-8
Monthly Financial Reporting
- Accrual Basis or Income Tax Basis - Financial Statements
- Balance Sheet
- Profit & Loss Statements with Comparatives
- Journals with Reconciliation reports
Reconciliations
- Up to 3 Accounts (banking, credit card, loan)
- Up to 70 transactions
On-going business guidance
- Monthly contact with your Cloud Accounting Specialist
- Stay on track with monthly guidance
- Ongoing Tax Planning (semi-annual)
- Trend analysis - periodic
- Answer your questions
- Advice on business decisions
Business Compliance (Included)
- Annual Business Income Tax Returns
- Federal Income Tax Return
- State Income Tax Return (1 state included)
- Business Privilege Tax Return Filing
- Business Personal Property Tax Filing
- Annual 1099s (up to 10 included)
Support Guarantee
- Phone Calls returned within 24 hours
- 100% Guarantee
Additional Services:
Automation
- Microsoft Teams
- Cloud Accounting – QuickBooks Online
- Bank Feeds
- Paperless receipt matching app
Reconciliations
- Up to 6 Accounts (banking, credit card, loan)
- Up to 120 transactions
Add: Live Payroll
- 8-15 employees
- Bi-weekly
- $145 Monthly

Enterprise Package
For established businesses and owners who need reliable and professional support systems.
Call for a Custom Quote
Standard Services:
Strategy Sessions
- At Lease 3 Initial Strategy Sessions
(Discover direction, purpose, clarity about your business)
- Discovery & Design Session - Week 1
- Forward Progress Session - Week 4-6
- Protection Strategy Session - Week 6-8
Monthly Financial Reporting
- Accrual Basis or Income Tax Basis - Financial Statements
- Balance Sheet
- Profit & Loss Statements with Comparatives
- Cash Flow Report
- Budgeting
- Custom reports (based on request)
- Journals with Reconciliation reports
Reconciliations
- Up to 3 Accounts (banking, credit card, loan)
- Up to 70 transactions
On-going business guidance
- Monthly contact with your Cloud Accounting Specialist
- Stay on track with monthly guidance
- Ongoing Tax Planning (semi-annual)
- Trend analysis - periodic
- Answer your questions
- Advice on business decisions
Business Compliance (Included)
- Annual Business Income Tax Returns
- Federal Income Tax Return
- State Income Tax Return (1 state included)
- Business Privilege Tax Return Filing
- Business Personal Property Tax Filing
- Annual 1099s (up to 10 included)
Support Guarantee
- Phone Calls returned within 24 hours
- 100% Guarantee
Additional Upgraded Services:
Automation
- Microsoft Teams
- Cloud Accounting – QuickBooks Online
- Bank Feeds
- Paperless receipt matching app
- Bill Pay – Accounts Payable
- Bill.com (accounts payable work-flow app)
Reconciliations
- Up to 6 Accounts (banking, credit card, loan)
- Up to 200 transactions
Add: Live Payroll
- Paperless payroll
- HR support
- Labor Law Poster compliance
- Mobile functionality
- Time-keeping
- Scheduling & attendance
- GPS support
The best thing about owning your own business is the freedom to be your own boss, but many business owners end up being a slave to their business because they try to do everything themselves.
A growing business needs fundamentally sound books. Let us keep your books organized so you can focus on serving your customers.
Save Time
Have time to do what needs to be done to grow your business
Save Money
Become more efficient and reduce expenses
Have Peace of Mind
Know that your taxes are paid and your books are in order