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Accounting services - Quarterly Review Annual Accounting Services (Annual revenue up to $500K)

Based on the information being entered and reconciled in an accounting software package.
This includes:

  • Quarterly Special Purpose Financial Reports
  • Quarterly Sales and Use Tax Returns (1 state, 1 location)
  • Dividend Statements and Statutory Minutes
  • Business and Personal Tax Return (1 Partner) – Basic 1040
  • Limited IRS Audit Support
  • Access to our phone and email advice line


Other services - POS - Setup
Other services - eCommerce - Setup
Other services - New Company Formation Services
Other services - Digital Marketing - Local SEO
Other services - Client Review Quarterly
Other services - eCommerce Platform - sell anywhere
Other services - Systems Audit
Other services - Level 2 - Business Plans for SBA, Bank or Grant Funding
$2,950.00/On Completion


Taxation services - 1120C Corporate Tax
Taxation services - 1040 Individual Income Tax Return
Taxation services - Tax Planning & Advice
Taxation services - Annual Accounts & Tax Return
$1,650.00/On Completion
Taxation services - Audit protection
Taxation services - Sales Tax - Setup
Taxation services - 1120S Corporate Tax
Taxation services - Sales Tax


Bookkeeping services - Bookkeeping Small (up to 100 transactions)
Bookkeeping services - Bookkeeping Medium (up to 200 transactions)
Bookkeeping services - Bookkeeping Large (up to 500 transactions)

Xero Setup

Training services - Xero - New Entity Setup
Software subscription services - Cloud Accounting Software subscription
Training services - Xero - Ongoing Training and VIP Support
Training services - Xero Conversion, Setup and Training
Training services - Xero Addon, Setup and Training
$400.00/On Completion
Training services - Xero New Entity, Setup and Training


Auditing services - Audit Services
Advisory services - Virtual CFO Services
Advisory services - General advisory services (CFO, Tax, Health Check, compliance, other )


Accounting services - Budgeting & Forecasting services
Reporting services - Financial & Management reporting
Payroll services - Bi-weekly Payroll (Up to 5 employees)
Payroll services - Bi-weekly Payroll (Up to 10 employees)
Payroll services - Bi-weekly Payroll (Up to 15 employees)
Payroll services - Bi-weekly Payroll (Up to 20 employees)
Accounting services - Quarterly Review Annual Accounting Services (Annual revenue up to $500K)
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