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.