From the day-today- transactions to the filing of taxes and even planning for future goals, we are equipped to help you with it all.
Our Services
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We provide consistent, monthly bookkeeping so you can keep your business on track with it’s goals. Our expert bookkeeping allows you to worry less about the organization of transactions and free up your time for you to do what you enjoy.
Every business is unique and it’s important to us to create a customized service plan that is best for you and your business. Below is a list of what we typically offer:
Recording and categorizing transactions
Reconciling the transactions to bank and credit card statements
Connecting A/R, A/P, and lending products
Quarterly financial statements sent to client via email
Monthly bookkeeping will be an agreed upon fixed price, based on the volume and complexity of your business. If the volume of transactions increases, then pricing will be subject to increasing, as well.
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You and your business are unique, which is why we offer optional financial planning add-ons to customize your service plan. These can help to further analyze and organize your business financials to a deeper level.
Accounts Payable/Receivable management
Tax Planning
Dashboards
Payroll
Quarterly estimated tax payments
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Taxes can cause a lot of confusion, which is why we offer our tax filing service. We provide annual filings for:
1040’s
Schedule C’s
S-Corp’s
1099/Self-Employed
1099’s (Filing for your vendors)
We are also able to do filing for quarterly estimated income payments.
Pricing is based on a fixed price per filing.
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Unless you already have an established, organized system for your books, most business’s will benefit from a clean up. We also can create a book system if you don’t have one already.
After a free consultation, we’ll review the volume of the work and will provide a price for the clean up or book creation.
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If you’d like a stronger look into the projection and financial organization of your business, we offer consultation services via in-person, virtually or phone call.
This meeting will be customized to you and what details you want to have analyzed for the success of your business. Some of the common insights we provide are:
Budget creation/review
Forecasting
Cash flow analysis
Dashboard
General financial advice (lending, retirement, exit planning, etc.)
It’ll be a fixed price based on the insights you choose.
Pricing Estimates
* Price estimates are general guidelines. Each business has it’s own unique needs and a final price will be agreed upon after statement review.
Bookkeeping
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Monthly: $250 - $400
Simple transactions
Cash basis reporting
Small number of transactions
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Monthly: $400 - $550
Moderately difficult transactions
Accural basis reporting
Medium amount of transactions
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Monthly: $550 - $700
Numerous & complex transactions
Depreciation & amortization tracking
Expedited delivery of financials
Book Clean-Up
Whether you’re a new business or are already established, having organized books are essential for running any business. We can help with creating or cleaning up your books to help keep your financials in order. This will help you to reflect monthly and annually, along with making tax payments efficiently.
For all book creating or clean up, it is a fixed price based on the amount and complexity of the work. A final price will be agreed upon after consultation and review.
Tax Filing
We take the stress and worry out of submitting taxes, so you can focus on the tasks you actually enjoy for your business. We provide efficient and timely tax filings annually.
1040: $200
Schedule C: $250
S-Corp: $300
1099/Self-Employed: $250
1099 (Filing for your vendors): $7.50
The pricing is per form and we are able to do multiple filings, if needed.