The Startup

Best Fit For:

  • Sole Proprietorships, Partnerships or Corporations with less than 3 partners/  shareholders
  • Cash basis accounting
  • Up to $3,000 in expenses per month
  • No A/R or A/P
  • No Inventory
  • U.S. based
  • No Subsidiaries

 

$ 450

per month

  • Bookkeeping
  • Annual profit and loss and balance sheet
  • Payroll
  • Sales Tax
  • Analytics
  • Federal income tax return
  • 1 State income tax return
  • 1 hour meeting per month

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Growing Business

Best Fit For:

  • Partnership or Corporations with less than 6 partners/ shareholders
  • Cash basis accounting
  • Up to $20,000 in expenses per month
  • No A/R or A/P
  • Finished Goods Inventory
  • U.S. based
  • No Subsidiaries

 

 

$900

per month

  • Bookkeeping
  • Monthly profit and loss and balance sheet
  • Payroll
  • Sales Tax
  • Analytics
  • 2 Forecasts/ Budgets
  • 1 hour quarterly tax meeting
  • Quarterly tax estimates
  • Federal income tax return
  • 1 State income tax return
  • 1 hour meeting every two weeks

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Rising Star

Best Fit For:

  • Partnership or Corporations with less than 10 shareholders
  • Cash basis accounting
  • Up to $100,000 in expenses per month
  • Less than $10,000 in Receivables and Payables
  • Finished Goods Inventory
  • U.S. based
  • No Subsidiaries

$ 1,500

per month

  • Bookkeeping
  • Monthly profit and loss, balance sheet, cash flow statement, equity reconciliation
  • Payroll
  • Sales Tax
  • Analytics
  • 5 Key Performance Indicators
  • 5 Forecasts/ Budgets
  • 2 hour quarterly tax meeting
  • Fringe Benefit Calculations
  • Quarterly tax estimates
  • Federal income tax return
  • 3 State income tax returns
  • 1 hour meeting every weeks
  • Unlimited notice and audit defense for the returns we prepare
  • Our penalty and interest guarantee.

 

The Corner Office

CU$TOMIZED