Financial Freedom Starts Here
Your future is about to get the upgrade it deserves
Bookkeeping Set up fee – $500
- Monthly
- Yearly (save 10%)
| Benefits |
Essential $3,239.79/year |
Plus $6,479.90/year |
Enterprise $10,799.90/year |
Essential $399.99/month |
Plus $599.99/month |
Enterprise $999.99/month |
|---|---|---|---|---|---|---|
| Up to $40,000 in Expenses | ||||||
| Simple Set-Up | ||||||
| Secure Portal with Document Storage | ||||||
| Automatic transaction import | ||||||
| Quarterly Reports | ||||||
| Monthly phone reviews | ||||||
| Accrual basis bookkeeping | ||||||
| P&L, balance sheet, and cash flow statements | ||||||
| Industry standard financial ratios | ||||||
| Expedited books delivery | ||||||
| Payroll and balance sheet reconciliation | ||||||
| Connections to financial institutions including: banks, credit cards, and payment processors | ||||||
| Chart of accounts | ||||||
| Special transactions including: bills, invoices, checks and reimbursements | ||||||
| Billable expenses | ||||||
| Business App Integration | ||||||
| Up to $60,000 in Expenses | ||||||
| Custom reporting | ||||||
| Month End Close with Bank/Credit Card Reconciliation | ||||||
| Multiple entity support | ||||||
| Financial statement creation and delivery | ||||||
| Supporting schedules | ||||||
| Full, on-demand access to Quickbooks or Xero** — an online accounting software | ||||||
| Up to $80,000 in Expenses | ||||||
| Monthly reconciliation delivered to your inbox | ||||||
| Comprehensive AR/AP tracking | ||||||
| Inventory tracking | ||||||
| Support for classes, departments, or locations | ||||||
| Priority support | ||||||
| Guidance from a dedicated point person to keep you on track | ||||||
| Annual income tax filing for businesses (partnerships, S corps, C corps) |
See more
Essential
$399.99/month
Plus
$599.99/month
Enterprise
$999.99/month
Essential
$3,239.79/Year
Plus
$6,479.90/Year
Enterprise
$10,799.90/Year
-
Up to $40,000 in Expenses
-
Simple Set-Up
-
Secure Portal with Document Storage
-
Automatic transaction import
-
Quarterly Reports
-
Monthly phone reviews
-
Accrual basis bookkeeping
-
P&L, balance sheet, and cash flow statements
-
Industry standard financial ratios
-
Expedited books delivery
-
Payroll and balance sheet reconciliation
-
Connections to financial institutions including: banks, credit cards, and payment processors
-
Chart of accounts
-
Special transactions including: bills, invoices, checks and reimbursements
-
Billable expenses
-
Business App Integration
-
Up to $60,000 in Expenses
-
Custom reporting
-
Month End Close with Bank/Credit Card Reconciliation
-
Multiple entity support
-
Financial statement creation and delivery
-
Supporting schedules
-
Full, on-demand access to Quickbooks or Xero** — an online accounting software
-
Up to $80,000 in Expenses
-
Monthly reconciliation delivered to your inbox
-
Comprehensive AR/AP tracking
-
Inventory tracking
-
Support for classes, departments, or locations
-
Priority support
-
Guidance from a dedicated point person to keep you on track
-
Annual income tax filing for businesses (partnerships, S corps, C corps)
See more
$100,000 or more of Monthly expenses please give us a call for customized pricing.*
Clients choose the program of choice or Quickbooks will automatically be chosen as the default solution**
Annual Taxes
| Benefits |
LLC (Limited Liability Company) $799.00 |
1120, 1120S, 1065 (Partnership) $1,199.00 |
|---|---|---|
| Includes Personal 1040 Tax Return | ||
| Easy interview questions | ||
| U.S. Corporation Income Tax Return | ||
| Federal & State Tax Returns | ||
| Accounting Records Import | ||
| Year-Round Tax Advisory | ||
| Maximize business deductions | ||
| Capital Gains Reports & Summary | ||
| Reconciliation of income | ||
| Depreciation schedule | ||
| Depreciation Summaries | ||
| 100% Accuracy Guarantee | ||
| Money Back Guarantee | ||
| Easy interview questions | ||
| U.S. Income Tax Return for a C-Corp, S-Corp, Partnership Income | ||
| Complete Schedule L | ||
| Complete Schedule M-1 | ||
| Dedicated accountant | ||
| Form DR-405 | ||
| Tangible Personal Property Tax | ||
| Unlimited tax consultations |
See more
LLC (Limited Liability Company)
$799.00
1120, 1120S, 1065 (Partnership)
$1,199.00
-
Includes Personal 1040 Tax Return
-
Easy interview questions
-
U.S. Corporation Income Tax Return
-
Federal & State Tax Returns
-
Accounting Records Import
-
Year-Round Tax Advisory
-
Maximize business deductions
-
Capital Gains Reports & Summary
-
Reconciliation of income
-
Depreciation schedule
-
Depreciation Summaries
-
100% Accuracy Guarantee
-
Money Back Guarantee
-
Easy interview questions
-
U.S. Income Tax Return for a C-Corp, S-Corp, Partnership Income
-
Complete Schedule L
-
Complete Schedule M-1
-
Dedicated accountant
-
Form DR-405
-
Tangible Personal Property Tax
-
Unlimited tax consultations
See more
Payroll Set-up – $500
- Monthly
- Yearly (save 10%)
| Benefits |
Essential |
Plus |
Enterprise |
Essential |
Plus |
Enterprise |
|---|---|---|---|---|---|---|
| Improve Payroll Accuracy | ||||||
| W2s & 1099-NEC/MISC | ||||||
| Employee and Contractor profiles and Self Service | ||||||
| PTO Management | ||||||
| Basic hiring and onboarding tools | ||||||
| Full payroll support for one state | ||||||
| Employee self-service options | ||||||
| Time-off reports | ||||||
| Basic technical support | ||||||
| 401(k) plans | ||||||
| 529 college savings plans | ||||||
| HSAs & FSAs (not in all states) | ||||||
| Workers compensation | ||||||
| Employee Self Service | ||||||
| Contractor payments in all 50 states | ||||||
| 4-day direct deposit | ||||||
| New hire reporting, as required | ||||||
| Accounting Integrations | ||||||
| Support for multiple states | ||||||
| Next-day direct deposit | ||||||
| PTO management | ||||||
| Full technical support | ||||||
| Background Checks Available for an additional fee. | ||||||
| State Unemployment Insurance (SUI) management | ||||||
| Compliance alerts | ||||||
| Health insurance plan broker integration | ||||||
| Performance reviews | ||||||
| Employee surveys |
See more
Essential
Plus
Enterprise
Essential
Plus
Enterprise
-
Improve Payroll Accuracy
-
W2s & 1099-NEC/MISC
-
Employee and Contractor profiles and Self Service
-
PTO Management
-
Basic hiring and onboarding tools
-
Full payroll support for one state
-
Employee self-service options
-
Time-off reports
-
Basic technical support
-
401(k) plans
-
529 college savings plans
-
HSAs & FSAs (not in all states)
-
Workers compensation
-
Employee Self Service
-
Contractor payments in all 50 states
-
4-day direct deposit
-
New hire reporting, as required
-
Accounting Integrations
-
Support for multiple states
-
Next-day direct deposit
-
PTO management
-
Full technical support
-
Background Checks Available for an additional fee.
-
State Unemployment Insurance (SUI) management
-
Compliance alerts
-
Health insurance plan broker integration
-
Performance reviews
-
Employee surveys
See more
$100,000 or more of Monthly expenses please give us a call for customized pricing.*
Clients choose the program of choice or Quickbooks will automatically be chosen as the default solution**
| Benefits |
Business Analysis – One time fee |
|---|---|
| Researching and discovering the requirements of your system from users, customers and stakeholders | |
| Profitability Analysis | |
| Pricing Analysis | |
| Identify the primary business objectives | |
| Clarify objectives, scope and requirements of business model | |
| Determine stakeholders | |
| 24/7 Client Portal Access | |
| Hand-on Onboarding Process | |
| Analytical thinking and problem solving | |
| Easy Communication | |
| Costs benefit analysis | |
| Facilitation skills | |
| Detail-oriented | |
| Organizational skills layout | |
| Processes modeling | |
| Business structures guidance | |
| Stakeholder analysis | |
| Requirements engineering | |
| Assist in implementing the solutions | |
| Analyze, structure and specify automated techniques | |
| Understanding of how networks, databases and other technologies work | |
| Value Assessment | |
| Add-Ons | |
| 5 Year Forecast – $999 | |
| 4 Year Forecast – $749 | |
| 3 Year Forecast – $499 | |
See more
Business Analysis – One time fee
5 Year Forecast – $999
$999.00
4 Year Forecast – $749
$749.00
-
Researching and discovering the requirements of your system from users, customers and stakeholders
-
Profitability Analysis
-
Pricing Analysis
-
Identify the primary business objectives
-
Clarify objectives, scope and requirements of business model
-
Determine stakeholders
-
24/7 Client Portal Access
-
Hand-on Onboarding Process
-
Analytical thinking and problem solving
-
Easy Communication
-
Costs benefit analysis
-
Facilitation skills
-
Detail-oriented
-
Organizational skills layout
-
Processes modeling
-
Business structures guidance
-
Stakeholder analysis
-
Requirements engineering
-
Assist in implementing the solutions
-
Analyze, structure and specify automated techniques
-
Understanding of how networks, databases and other technologies work
-
Value Assessment
- Add-Ons
-
5 Year Forecast – $999
-
4 Year Forecast – $749
-
3 Year Forecast – $499
See more
| Benefits |
Registered Agent |
|---|---|
| Same Day Business Processing | |
| Annual report reminders | |
| 24/7 Access through Client Portal | |
| Use of Our Prime Commercial Address on Documents | |
| Same price every year | |
| 25 pieces of mail physically forwarded each year | |
| Reserve a private & secure office space—in person | |
| Customized Corporate Bylaws | |
| Timely Alerts whenever we receive important documents on your behalf | |
| Keep Your Name Out of the Public | |
| Able to be served with a legal notice | |
| Emails about critical tax and annual report deadlines (a $49 value) | |
| Unlimited cloud storage for all your business docs | |
| If you're switching your Registered Agent, we'll handle the paperwork with your state and cover any fees |
See more
Registered Agent
-
Same Day Business Processing
-
Annual report reminders
-
24/7 Access through Client Portal
-
Use of Our Prime Commercial Address on Documents
-
Same price every year
-
25 pieces of mail physically forwarded each year
-
Reserve a private & secure office space—in person
-
Customized Corporate Bylaws
-
Timely Alerts whenever we receive important documents on your behalf
-
Keep Your Name Out of the Public
-
Able to be served with a legal notice
-
Emails about critical tax and annual report deadlines (a $49 value)
-
Unlimited cloud storage for all your business docs
-
If you're switching your Registered Agent, we'll handle the paperwork with your state and cover any fees
See more