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Service Packages, Rates and Additional Services
Service Packages
Below are SOME of the services/monthly "Service Packages" we offer. As everyone's needs are different, we ask that you contact us, from there, we can quote a price for services...
Basic Needs
- Update Online Accounting Software File
- Reconcile 2 Accounts a Month (100 transactions or less)
- Payroll for up to 3 Employees or Contractors
- Annual Payroll Documents (W2/W3 or 1099/1096)
- Monthly Financial Statements (P&L and Balance Sheet) with Zoom review
- Monthly/Quarterly State Business Tax Filings
- Annual Depreciation Update
Developing Needs
- Update Online Accounting Software File
- Reconcile 5 Accounts a Month (250 transactions or less)
- Payroll for up to 10 Employees and/or Contractors
- Annual Payroll Documents (W2/W3 and 1099/1096)
- Monthly Financial Statements and Custom Reports
- Monthly/Quarterly State Business Tax Filings
- Business Assessment with Profit Planning
- Quarterly Financial Consulting
- Annual Depreciation Update
Developed Needs
- Update Online Accounting Software File
- Reconcile 5 (Bank or Credit Card) Accounts a Month (500 transactions or less)
- Payroll for up to 50 Employees and/or Contractors
- Annual Payroll Documents (W2/W3 and 1099/1096)
- Monthly Financial Statements, Custom Reports, and Quarterly Expense Analysis Report
- Monthly/Quarterly State Business Tax Filings
- Business Assessment with Profit Planning
- Monthly Financial Consulting (in the months without Quarterly Profit First Coaching sessions)
- Annual Depreciation Update
Payroll Packages
Packages strictly relative to Payroll
Full Service Payroll
- 1+ FTE
- 10+ FTE
- 50+ FTE
- Recommend direct deposit of paychecks, if not, the business owner writes checks.
- Includes Payroll Tax Reporting
Payroll Tax Reporting
- Quarterly tax reporting to agencies
- Client runs payroll
- Includes up to 10 employees – W2/W3 annually (all packages include)
Sales Tax Reporting
- Client provides financial information (Price is per Agency/City)
A La Carte Service Pricing
No need for full services? No problem. Below are additional services and solutions we offer. In need of something not listed? Set-up an appointment and let's discuss.
Business Services
- Initial Consultation - Free!
- Small Business Accounting
- Cash Flow Management
- Business Valuation
- Strategic Business Planning
- New Business Formation
- Business Dissolution
CORPORATE Tax Services
- Contact us
QuickBooks Services/Misc.
- QuickBooks Setup
- QuickBooks Training
- Quick Answers
- Quick Tune-up
- SBA Application Preparation (Various Programs)
- Document Notary - Call for Rates (Depends on Location, Available 24/7)
"Never step over a Dollar, to pick-up a Nickel."