Basic
PRICE FROM
$500/mo
-
Annual financial overview
-
Year end liability projection
-
Quarterly reminders
-
Business support email
-
1 Personal & Business tax return included
MOST POPULAR
Small Business
PRICE FROM
$750/mo
-
Quarterly financial overview
-
Estimated taxes and liability projection
-
Access to client resources
-
Business & Personal budgeting
-
Payroll adjustments
-
Monthly business support
-
1 Personal & Business tax return included
Premium
PRICE FROM
$830/mo
-
Quarterly financial overview
-
Year end Tax planning
-
Estimated taxes and liability projection
-
Access to client resources
-
Business & Personal budgeting
-
Payroll adjustments
-
Unlimited business support
-
1 Personal & Business tax return included
Basic
PRICE FROM
$300/mo
-
Year end tax liability projection
-
Quarterly reminders
-
Business support email
-
1 Personal & Business tax return included
MOST POPULAR
Small Business
PRICE FROM
$350/mo
-
Annual financial overview
-
Estimated taxes and liability projection
-
Access to client resources
-
Business & Personal budgeting
-
Payroll adjustments
-
Monthly business support
-
1 Personal & Business tax return included
Premium
PRICE FROM
$420/mo
-
Quarterly financial overview
-
Year end Tax planning
-
Estimated taxes and liability projection
-
Access to client resources
-
Business & Personal budgeting
-
Payroll adjustments
-
Unlimited business support
-
1 Personal & Business tax return included
CALL FOR APPOINTMENT
Basic
PRICE FROM
$400/mo
-
Annual financial overview
-
Year end liability projection
-
Quarterly reminders
-
Business support email
-
1 Personal & Business tax return included
MOST POPULAR
Small Business
PRICE FROM
$550/mo
-
Quarterly financial overview
-
Estimated taxes and liability projection
-
Access to client resources
-
Business & Personal budgeting
-
Payroll adjustments
-
Monthly business support
-
1 Personal & Business tax return included
Premium
PRICE FROM
$650/mo
-
Quarterly financial overview
-
Year end Tax planning
-
Estimated taxes and liability projection
-
Access to client resources
-
Business & Personal budgeting
-
Payroll adjustments
-
Unlimited business support
-
1 Personal & Business tax return included
Service Type
One-time Business Property Tax Return $500
One-time Sales Tax Return $500
One-time QB setup $500
QB DIY training $500
One-time Payroll setup $500
One-time Retirement Plan Consultation $500
One-time Tax Planning (**must book before November) $1250
1-on-1 Business Structure Consult $650
One-time QB Clean up by job
1099 Filing & Issuance by job
LLC Setup
ONE TIME FEE
$1000
-
Set up business accounts
-
Business registration
-
Business bank account
-
Find payment provider
-
QB account setup
-
Payroll/1099 review
-
30-day check in
S-Corp Setup
ONE TIME FEE
$1750
-
Set up business accounts
-
Business registration
-
Business bank account
-
Find payment provider
-
QB account setup
-
S-Corp election
-
Payroll setup
-
Tax compliance overview
-
30-day check in
S-Corp Conversion
ONE TIME FEE
$1000
-
S-Corp election
-
Payroll setup
-
Tax compliance overview
Start-Up
PRICE FROM
$750/yr
Revenue
$0-$75,000
Includes
Tax Return
You Provide
P&L or Bank Statements with Accurate Descriptions
Growth
PRICE FROM
$1000/yr
Revenue
$75,000-$250,000
Includes
Tax Return
You Provide
P&L
Scale
PRICE FROM
$1500/yr
Revenue
$75,000-$250,000
Includes
Tax Return
You Provide
P&L + Balance Sheet (if applicable)
S-Corp
PRICE FROM
$1750/yr
Includes
S-Corp Tax Return
Shareholder K-1s
You Provide
P&L + Balance Sheet
Payroll reports
Partnership
PRICE FROM
$1500/yr
Includes
Partnership Tax Return
Partner K-1s
You Provide
P&L + Balance Sheet (if applicable)
Restorative Yoga
Restorative yoga focuses on holding passive poses for extended periods, promoting relaxation and reducing stress by engaging the parasympathetic nervous system.
Duration: 45 minutes
Basic
PRICE FROM
$300/mo
-
Year end tax liability projection
-
Quarterly reminders
-
Business support email
-
1 Personal & Business tax return included
Basic
PRICE FROM
$300/mo
-
Year end tax liability projection
-
Quarterly reminders
-
Business support email
-
1 Personal & Business tax return included
Basic
PRICE FROM
$300/mo
-
Includes initial set up fee valued at $1000
-
Transition of accounting software
-
Integration of bank feed to accounting software
-
Reconciliation of quarterly bank transactions
-
Set up chart of accounts
MOST POPULAR
Small Business
PRICE FROM
$550/mo
-
Includes initial set up fee valued at $1000
-
Transition of accounting software
-
Integration of bank feed to accounting software
-
Reconciliation of monthly bank transactions
-
Set up chart of accounts
-
Annual/Quarterly financials
-
Payroll setup and integration
Growth
PRICE FROM
$800/mo
-
Includes initial set up fee valued at $1000
-
Transition of accounting software
-
Integration of bank feed to accounting software
-
Reconciliation of monthly bank transactions
-
Set up chart of accounts
-
Monthly financials
-
Payroll setup and integration
-
Estimated owner tax liability at year end
Basic
PRICE FROM
$700/mo
-
Estimated owner liability at year end
-
Transition of accounting software
-
Integration of bank feed to accounting software
-
Reconciliation of quarterly bank transactions
-
Set up chart of accounts
-
Payroll setup and integration
MOST POPULAR
Small Business
PRICE FROM
$950/mo
-
Estimated owner tax liability at year end
-
Business Tax Return included
-
Transition of accounting software
-
Integration of bank feed to accounting software
-
Reconciliation of monthly bank transactions
-
Set up chart of accounts
-
Annual/Quarterly financials
-
Payroll setup and integration
Growth
PRICE FROM
$1300/mo
-
Advisory Services
-
Business Tax Return included
-
Transition of accounting software
-
Reconciliation of monthly bank transactions
-
Monthly financials
-
Payroll setup and integration
-
Designated bookkeeper to assist with ad-hoc bookkeeping tasks