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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) 

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