Monthly Packages

For businesses that need clean books and reliable monthly accounting and tax-ready financials

Includes:

• Monthly bookkeeping and transaction categorization
• Bank and credit card reconciliations
• Monthly financial statements
• Month-end close process
• Basic email support
• One monthly review call

For businesses that want accounting plus more proactive support  for growing businesses that need more structure

Includes everything in Essentials, plus:

• Accounts payable / bill pay support
• Vendor and payment workflow support
• Cash forecast
• One to two monthly advisory calls
• Coordination to help support tax planning readiness

Bill Pay

Starting at $500

• System setup (Ramp) 
• Approval workflows 
• Oversight and payment approvals

Tax Prep 

Starting at $1,000

• Prepare tax workpapers
• Prepare tax returns (Schedule C, Partnership and S-Corp)
• Electronic filing
• Document storage

Cleanup / Catch-up 

Starting at $1,500

• Bring books current, reconcile past months
• Fix errors and clean up misclassified transactions
• Deliver tax ready financials