Monthly Services & Packages
Ideal for Inspiring individuals that want to start a business on the right track!
$650 /one time payment
The Start up includes:
Detailed Business Start up consulting meeting with a CPA
Business Entity selection(Sole Prop, Corp, LLC, partnership)
EIN (Federal Tax ID Number)
DBA "Doing Business As" Name
Guidance on Tax compliance for Federal, State and Local
QuickBook Set up with Online Subscrption
1 month of free bookkeeping
Ideal for self-employed & free lancers that want to keep record of inome and expenses!
$250 /Monthly
The Bookkeeper includes:
Monthly Bookkeeping with QuickBooks online subcription
Quarterly Estimated tax payments
End of the year Profit and Loss Statement for tax time
End of the year tax consulting meeting
Access to a CPA at any time
Secure Online Document Portal
1099 Filing for Contractors
The Bookkeeper
The Accountant
This is perfect for established small businesses that want a dedicated CPA to handle the numbers, so you can focus on your business!
$450 /Monthly
The Accountant includes:
Comes with everything included in "The Bookkeeper" Package
Payroll for employee's up to 7 & file all required payroll tax returns
Quarterly 1 hour coaching meetings with your accountant
Quarterly Financial reports & financial performance meetings
Year-End Tax Preparartion included(Sch C, S-Corp, Corp, LLC, partnerships)
A dedicated CPA by your side looking over the numbers and providing any guidance as needed
The Mini CFO
This is perfect for established small businesses that are ready to grow and take thier business to the next level!
$850 /Monthly
The Mini CFO includes:
Everything Included in "The Accountant"
Monthly Financial Strategy Meetings
Forecast and Plan for the next 6 months of business growth
Tax planning and consulting to reduce year end taxes
Analyze monthly cashflow to help avoid your bank account hitting down to $0
Year-end business tax return included
Retirement Plan Recommendations
The Start-Up
CFO Package
Add a Virtual CFO to your team!
$1,200 /Monthly
The Accountant includes:
Comes with everything included in "The Mini CFO" Package
Create monthly budgets
Annual budgeting to define your business financial goals(Profit Plan)
KPI (Key Performance Indicator) to monitor the finanical goals & plans for your business
Monhtly Business Profit and Expense Consulting
A personal financial plan for the future
A CPA being part of your business, helping you grow!
All prices listed here are "starting at" prices and subject to change with business size & complexity
Have a question or want to get started ?
