Our Plans
Tailored Solutions for Your Financial Needs
Basic
$1500
/ Month
- Setting up your accounting software
- Recording financial transactions into a software system
- Managing financial transactions
- Preparing financial records for tax filings
- Bring your books up to date
- Clean up the books
- Reconciling accounts
- Closing the books (monthly, quarterly, annually)
- Managing daily cash flow
- Create trial balance
- Prepare balance sheets, income statements, or cash flow statements, expense and KPI reports (monthly, quarterly, and annually)
- Managing accounts payable
- Managing accounts receivable
- 1099 and W-2 forms
- Preparing and filing Annual Business Taxes (11065, 1120, 1120S, LLCs. 1040 and states ( annual fixed fee when taxes due)
Standard
$2000
/ Month
- Setting up your accounting software
- Recording financial transactions into a software system
- Managing financial transactions
- Preparing financial records for tax filings
- Bring your books up to date
- Clean up the books
- Reconciling accounts
- Closing the books (monthly, quarterly, annually)
- Managing daily cash flow
- Create trial balance
- Prepare balance sheets, income statements, or cash flow statements, expense and KPI reports (monthly, quarterly, and annually)
- Managing accounts payable
- Managing accounts receivable
- 1099 and W-2 forms
- Preparing and filing Annual Business Taxes (11065, 1120, 1120S, LLCs. 1040 and states ( included )
- Sales tax preparation and filing
- Tax Planning for the next year (one annual fee of $3,000)
Advanced
$2500
/ Month
- Setting up your accounting software
- Recording financial transactions into a software system
- Managing financial transactions
- Preparing financial records for tax filings
- Bring your books up to date
- Clean up the books
- Reconciling accounts
- Closing the books (monthly, quarterly, annually)
- Managing daily cash flow
- Create trial balance
- Prepare balance sheets, income statements, or cash flow statements, expense and KPI reports (monthly, quarterly, and annually)
- Managing accounts payable
- Managing accounts receivable
- 1099 and W-2 forms
- Preparing and filing Annual Business Taxes (11065, 1120, 1120S, LLCs. 1040 and states. ( included )
- Tax Planning for the next year (one annual fee of $3,000)
- Sales tax preparation and filing
- Payroll processing up to twenty-five employees/independent contractors
- Pay taxes and file 940 annually and 941 quarterly
