Our goal is to become a true partner for your business by providing you with the right mix of accounting services for you and your business.
Foundation
$200
– Bookkeeping for 1 Account with Less Than 50 Transactions
– Payroll for Owner S-Corp, B&O Tax Filings.
Clear
$400
(most popular)
– Bookkeeping for 2 Accounts with Less Than 100 Transactions
– Payroll for Up to 3 Employees / Contractors, Annual W2 or 1099,1 State B&O Tax Filing.
Illuminate
$550
– Bookkeeping for 2 Accounts with Less Than 125 Transactions
– Payroll for Up to 5 Employees / Contractors, Annual W2 or 1099, 1 State B&O Tax Filing.
Insight
$700
– Bookkeeping for 5 Accounts with Less Than 250 Transactions
– Payroll for Up to 10 Employees / Contractors, Annual W2 or 1099, Custom Reports, State Business Taxes, Profit First Assessment with Rollout Plan.
Profit
$1900
– Dedicated Profit First Consultant to Ensure Your Business is Profitable
– Bookkeeping for 5 Accounts with Less Than 500 transactions, Payroll for Up to 50 Employees / Contractors, Annual W2 or 1099, Custom Reports, Quarterly Expense Analysis, State Business Taxes, Profit First Assessment with Rollout Plan.
All Plans Include:
• Dedicated bookkeeper
• Cash basis bookkeeping
• Modified accrual bookkeeping
• Profit & Loss statements
• Balance Sheets
• Standard chart of accounts
• Tax Returns*
• Tax Consulting*
• Tax Planning*
• IRS Resolution Support*
*Tax inclusive plans only.
Foundation | Clear | Illumination | Insight | Profit | |
Paid Monthly | $200/mo | $400/mo | $550/mo | $700/mo | $1900/mo |
BOOKKEEPING | |||||
Monthly Transactions | Less than 50 | Less than 100 | Less than 175 | Less than 250 | Greater than 250 |
Bookkeeping method | Cash Basis | Cash Basis | Cash Basis | Cash/Modified accrual basis | Cash/Modified accrual basis |
Report delivery day | 20th | 15th | 10th | 5th | 5th |
Payroll | S-Corp | 1-3 Employees | 1-5 Employees | 1-10 Employees | Customized |
Custom chart of accounts | – | – | – | x | x |
TAX & CPA** | |||||
Tax Advice | — | Semi-annually | Quarterly | Monthly | Monthly |
Business tax return | — | — | — | x | x |
Annual depreciation schedule | — | — | — | x | x |
Personal tax return | — | — | — | — | x |
Sales tax return filing (1 state) | Annually | Quarterly | Monthly | Monthly | Monthly |
**Services are expanded based on inclusion of Tax Subscription |
Full-Service Payroll
Payroll Tax Reporting
Bookkeeping Consultation/Training
Business Consultation Services
Business State/Local Agency Tax Payments
Personal Returns | Business Returns |
1040 – $432 | 1065 – $733 |
Schedule C – $259 | 1120 – $913 |
Schedule E – $199 | 1120s – $903 |
990 – $735 |
Stop doing bookkeeping. Have some fun! Spend time doing what you love in your business.