Your One-Stop Financial Hub: All-inclusive Accounting and Tax Packages

Essential

$1,100 Per Month
$
  • Monthly Bookkeeping
  • Bank Account Reconciliations
  • Credit Card Reconciliations
  • Loan Reconciliations
  • Monthly Essential Reporting - P&L, Balance Sheet, Cash Flows
  • Income Tax Returns For Business And Owner
  • Income Tax Projection For Business And Owner
  • Chart of Accounts Management
  • IRS & State Income Tax Notice Response
  • Safe Harbor Estimated Tax Payment Calculations
  • E-Mail Support

Advanced

$2,100 Per Month
$
  • Everything In Essential, Plus...
  • Monthly Advanced Reporting - P&L, Balance Sheet, Cash Flows, AP Aging, AR Aging, Monthly Comparisons
  • Monthly Financial Statement Review Meeting
  • Quarterly Forecasting And Strategic Finance Meeting
  • Limited Accounts Payable Support
  • Limited Accounts Receivable Support
  • Income Tax Returns For Three Owners
  • Semi-Annual Tax Projection For Business And Three Owners
  • Priority E-Mail, Zoom, And Phone Support
Most Popular

Premium

$4,100 Per Month
$
  • Everything In Advanced, Plus...
  • Annual Budget Setting Meeting
  • Monthly Budget Vs Actual Variance Analysis
  • Customized Quarterly Estimated Tax Payments
  • Accounts Payable Management - Full Bill Pay & Vendor Customer Service
  • Accounts Receivable Management - Full Invoicing & Customer Service
  • Monthly Forecasting And Strategic Finance Meeting
  • Multi-State Income Tax Support