We offer accounting services as bundled packages, available monthly (continual updates) or quarterly (updated once a quarter). For those who want accounting services only once a year to prepare for taxes, we have an Accounting Review option. Costs are based on transaction counts and number of employees.
The following are the general package options.
Payroll (if needed) +
Suggested Estimated Tax Payments
Annual Review and Tax Reporting
Transaction Processing & Bank (if needed) Reconciliations (if needed)
Review Financial Statements
Reconcile Balance Sheet Accounts
Calculate Asset Depreciation (if needed)
Financial Reporting for Taxes
Minimum monthly accounting fees for Essentials package with no employees is $150 or $400 quarterly. Minimum fees for an annual review are $600 (client completes all transaction processing and bank reconciliations) or $1,200 (with transaction processing and bank reconciliations). Fees are calculated based on transaction counts and number of employees.
For those who want more robust accounting we have an Executive Package which includes account analysis, budgeting, review of statements, custom financial statement reporting, and consolidated statements (if needed).
Costs of services requested outside a package will be billed at $100, half hour minimum per request.
Packages do not include:
Audit or verification of data submitted
Preparation or assistance during an audit
Accounting services related to acquisitions
Legal services of any type
Discovery of errors, misrepresentations, fraud, illegal acts, or theft
Paycheck processing (if needed)
Payroll Tax Reporting