Monthly Packages

 

Bronze – Starting at $500 Per Month

Great for Small Start-Ups!

*Plus one-time fee of $250.00 for new software setup (if needed).

Entry and categorization of income & expenses into Quickbooks Online

Up to 100 total transactions per month*

Bank account/credit card/loan reconciliation (up to 4 accounts total)**

Monthly or quarterly financial statements

Services provided monthly or quarterly

Client pays any accounting software subscription fees

Silver – Starting at $750 Per Month

Great for Small Businesses!

*Plus one-time fee of $250.00 for new software setup (if needed).

Entry and categorization of income & expenses into Quickbooks Online

Up to 250 total transactions per month*

Bank account/credit card/loan reconciliation (up to 6 accounts total)**

State sales tax filing

Monthly financial statements

Month-end adjusting entries & closing

Year end preparation for tax filing (package provided to tax preparer)

Client pays any accounting software subscription fees

Includes payroll for up to 5 employees (additional can be added – see payroll section below)

Gold – Starting at $1,250.00 Per Month

Great for Growing Businesses!

*Plus one-time fee of $250.00 for new software setup (if needed).

Entry and categorization of income & expenses into Quickbooks Online

Up to 500 total transactions per month*

Bank account/credit card/loan reconciliation (up to 10 accounts total)**

State sales tax filing

Fixed asset tracking

Monthly financial statements

Month-end adjusting entries & closing

Quarterly review with tax preparer for tax planning

Year end preparation for tax filing (package provided to tax preparer)

Client pays any accounting software subscription fees

Includes payroll for up to 10 employees (additional can be added – see payroll section below)

Additional Options:

Payroll Processing – Starting at $125.00 Per Month

You may add payroll processing to any package or use it as a stand-alone service.

Pricing tiers (regardless of frequency):

1-5 Employees – $125.00 per month

Add employees in blocks of 5 for $25.00 per block

Includes all payroll tax payments and reporting, as well as year-end W2 processing

Important Note: I work with Gusto or Patriot Payroll and all payroll taxes are collected from your account each time a pay run is processed.

 

DIY Monthly Check Up – $250.00 per Month

All transactions recorded by client in own accounting software

  • You will provide access via online login, remote access, or Accountant’s Copy.

Review of transaction entries (up to 50 per month)

Recommendations given of adjusting entries (re-categorization, etc)

May be performed monthly or quarterly (Quarterly price = Monthly x 3)

Client is responsible for any accounting software subscription fees

 

1099 Preparation

Minimum of $50 (includes up to 5 forms). Each additional form is $10. This includes the cost of e-filing (I only use electronic filing). Any 1099 information provided after January 25th will incur an additional $100 rush fee.

Client must provide all vendor information:

  • Name/Business name
  • Address
  • Social Security/EIN #
  • Amount paid for services
  • Any taxes withheld
  • We will also need the legal information for your business (legal business name, business address, and EIN).

*NOTE: It is up to the business owner to understand the requirements of when to issue a 1099. I cannot make that determination for you. I will only file based on the information you provide, and you attest that it is correct to the best of your knowledge.

For more information on who you are required to issue a 1099 to, please check out my article here:

What’s a W9 and who needs one.

Notes:

*Allowed number of bank accounts can include any combination of checking, savings, loans, and credit card accounts.

**Allowed number of transactions includes payments issued, invoices generated, and payments received.