Pricing Calculator

Use the calculator below to estimate your monthly cost and find the best fit for your business.

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Basic

Starting at $729 per month

May include some or all the following:

  • Record Monthly or Quarterly Sales Revenue/Income Summary or Deposits

  • Record Cash/Debit/Credit Card Transactions

  • Reconcile Bank and Credit Card Statements

  • Review and Analyze General Ledger with Client

  • Produce Profit and Loss and Balance Sheet Statements Monthly

  • Issue 1099-NEC & 1099-Misc (if applicable)





Total: $0

Essentials

Starting at $1359 per month

May include some or all the following:

  • Record Monthly or Quarterly Sales Revenue/Income Summary or Deposits

  • Record Cash/Debit/Credit Card Transactions

  • Reconcile Bank and Credit Card Statements

  • Review and Analyze General Ledger with Client

  • Produce Profit and Loss and Balance Sheet Statements Quarterly or Annually

  • Prepare and File Quarterly Sales Tax Report (if applicable)

  • Issue 1099-NEC & 1099-Misc (if applicable)

  • Up to 2 hours of accounting support for assistance with any paperwork or situation related to financial information including QuickBooks Online training.





Total: $0

Premium

Starting at $1899 per month

May include some or all the following:

  • Assist with Accounts Payable (Bill Pay)

  • Assist with Accounts Receivable (Invoicing)

  • Record Daily Sales and Deposits

  • Record Cash/Debit/Credit Card Transactions

  • Reconcile Bank and Credit Card Statements

  • Review and Analyze General Ledger with Client

  • Produce Profit and Loss and Balance Sheet Statements Monthly

  • Make Sales Tax Prepayments (if applicable)

  • Prepare and File Quarterly Sales Tax Report (if applicable)

  • Issue 1099-NEC & 1099-Misc (if applicable)

  • Ongoing support for questions on letters or correspondence from government agencies as well as assist clients with filling out paperwork where bookkeeping or financial information is necessary. (i.e. Business License Renewals, General Insurance Liability Audits, File Statement of Information when applicable, provide information to 3rd parties if requested by client, etc.) including QuickBooks Online training.

  • Monthly Consulting meeting with Advisor





Total: $0

Please be advised: A supplementary fee of $300 will be charged for every additional 100 transactions in Package 3.

Bookeeping Update Project

May include some or all the following:

  • Match latest filed tax return to QuickBooks

  • Update/correct/verify existing transactions

  • Record missing transactions from any sources, such as cash, debit, credit cards, loans, etc.

  • Reconcile bank, credit card and loan accounts

  • Correct/Verify Sales Tax balance (if applicable)

  • Correct/Verify Payroll Tax liabilities balance (if applicable)

  • Correct/Verify Payroll Totals (if applicable)

  • Correct/Verify Balance Sheet accounts

  • Correct/Verify Profit & Loss categories

  • Correct/Verify Accounts Receivable





Total: $0