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. Accounting packages are tailored to fit your business needs.
Subscriptions Only +
Payroll Tax Reporting
Subscriptions Only & Payroll (if needed) +
Annual Review and Tax Reporting
Questions throughout the year
Account Analysis & Review of Statements
Budgeting (if needed)
Custom Financial Statement Reporting
Consolidated statements (if needed)
Transaction Processing & Bank Reconciliations (if needed)
Review Financial Statements
Resolve Unreconciled or Stray Transactions
Reconcile Asset and Liability Accounts
Calculate Asset Depreciation (if needed)
Financial Reporting for Taxes
Minimum monthly accounting fees for Essentials package with a QuickBooks subscription and no employees is $150 or $400 quarterly. Minimum fees for an annual review are $300 (client completes all transaction processing and bank reconciliations) or $1,500 (with transaction processing and bank reconciliations). Fees are calculated based on transaction counts and number of employees.
Costs of services requested outside a package will be billed at $85, 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
QuickBooks Online Accounting Subscription
Payroll Subscription (if needed)