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Accounting Service Packages

bike
  • Start Up

    Simple solutions for small companies and startups.

$500/month

car
  • Growth

    For entrepreneurs who are on the fast track and want to focus on growth.

$725/month

rocket
  • Enterprise

    For established businesses and owner who need reliable and professional support services.

Call for Custom Quote

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Start Up Package

Simple Solutions for small companies and start ups.

$500/month

Standard Services:

Strategy Sessions

  • At Lease 3 Initial Strategy Sessions
    (Discover direction, purpose, clarity about your business) 
     
  1. Discovery & Design Session - Week 1 
  2. Forward Progress Session - Week 4-6 
  3. 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
car-trans

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) 
     
  1. Discovery & Design Session - Week 1 
  2. Forward Progress Session - Week 4-6 
  3. 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

  • 5-15 employees
  • Bi-weekly
  • $185 Monthly
rocket-trans

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) 
     
  1. Discovery & Design Session - Week 1 
  2. Forward Progress Session - Week 4-6 
  3. 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 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