Pricing
Choose the plan that fits your business
Our plans offer tailored bookkeeping, payroll, and tax services to meet your business needs. Choose from Silver, Gold, or Platinum, all with QuickBooks integration and essential financial management support for businesses of any size.
Silver
Call for pricing.
- Record and categorize income, expenses, and other transactions
- Record payroll transactions from 3rd party payroll servicer
- Prepare bank and credit card statement reconciliation
- Prepare loans reconciliation
- Review books and make adjustments and corrections
- Acct Receivable Management - Update A/R for customer payments
- Acct. Payable Management - Manage your bills electronically
- Payroll Management - Processing, reporting, & W-2s
- Prepare and file 1099 forms
- Prepare financials for tax time
- Communication and collaboration with time prepare
- Communication with the assigned staff and time for questions
- Create financial reports
- Provide virtual/video or in person financial highlights
- Financial dashboard and key performance indicators
Gold
Call for pricing.
- Record and categorize income, expenses, and other transactions
- Record payroll transactions from 3rd party payroll servicer
- Prepare bank and credit card statement reconciliation
- Prepare loans reconciliation
- Review books and make adjustments and corrections
- Acct Receivable Management - Update A/R for customer payments
- Acct. Payable Management - Manage your bills electronically
- Payroll Management - Processing, reporting, & W-2s
- Prepare and file 1099 forms
- Prepare financials for tax time
- Communication and collaboration with time prepare
- Communication with the assigned staff and time for questions
- Create financial reports
- Provide virtual/video or in person financial highlights
- Financial dashboard and key performance indicators
Platinum
Call for pricing
- Record and categorize income, expenses, and other transactions
- Record payroll transactions from 3rd party payroll servicer
- Prepare bank and credit card statement reconciliation
- Prepare loans reconciliation
- Review books and make adjustments and corrections
- Acct Receivable Management - Update A/R for customer payments
- Acct. Payable Management - Manage your bills electronically
- Payroll Management - Processing, reporting, & W-2s
- Prepare and file 1099 forms
- Prepare financials for tax time
- Communication and collaboration with time prepare
- Communication with the assigned staff and time for questions
- Create financial reports
- Provide virtual/video or in person financial highlights
- Financial dashboard and key performance indicators
- Please note that the pricing listed for each package is a starting point and includes a specific limit on the number of transactions covered. If your transaction volume exceeds these limits, the pricing will be adjusted accordingly. This work will be performed in the discovery phase when the pricing will be calibrated to your specific volumes.
Frequently asked questions
How is pricing determined for each customer?
A pricing offer is created based on the client’s particular needs. The prices for the packages listed above start at $179/Mo for basic legal entities with minimal activities and increases proportionally based on the client’s specific needs.
Is a QBC subscription included in the packages?
For all 3 packages, clients must purchase the QBC subscription separately.
Does the pricing include tax preparation and filing?
No, tax preparation and filing are offered as additional services. They are priced separately for each client and are not included in any of the packages listed.