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Packages

All monthly packages include weekly categorization, monthly reconciliation, monthly financials,
and one meeting per month.

Startup Business Monthly Package

$150up to 100K annual revenue
Up to 1 Bank and Credit Card Account
Annual 1099 Filing
Payroll Processing up to 1 employee, once per month

Small Business Monthly Package

$300up to 500K annual revenue
Up to 3 Bank and Credit Card accounts
Accounts Receivable Management
Accounts Payable Management
Annual 1099 Filing
Payroll Processing up to 2 employees, twice per month

Medium Size Business Monthly Package

$800up to 1.5M annual revenue
Up to 6 Bank and Credit Card accounts
Invoicing and Accounts Receivable Management
Bill Pay and Accounts Payable Management
Annual 1099 Filing
Unlimited Payroll Processing
Annual Budget Preparation
Cash Flow Analysis

Large Size Business Monthly Package

$1200up to 2.5M annual revenue
Unlimited Bank and Credit Card accounts
Invoicing and Accounts Receivable Management
Bill Pay and Accounts Payable Management
Annual 1099 Filing
Unlimited Payroll Processing
Annual Budget Preparation
Cash Flow Analysis
Includes Quickbooks Online monthly Subscription
Project Management

Add-on Services

Sales and Use Tax Returns: $50 per return
Annual Bookkeeping Clean up: $1500 per year
Quickbooks Setup: $150 per Quickbooks Online Fi