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Accounting services - Quarterly Review Annual Accounting Services (Annual revenue up to $500K)
$350.00/Monthly

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

Xero Setup

Training services - Xero - Ongoing Training and VIP Support
$250.00/Monthly
Training services - Xero Addon, Setup and Training
$400.00/On Completion
Training services - Xero Conversion, Setup and Training
$1,500.00/Upfront
Software subscription services - Cloud Accounting Software subscription
$30.00/Monthly
Training services - Xero - New Entity Setup
$400.00/Upfront
Training services - Xero New Entity, Setup and Training
$850.00/Upfront

Other

Other services - eCommerce - Setup
$350.00/Upfront
Other services - POS - Setup
$1,258.00/Upfront
Other services - Client Review Quarterly
$150.00/Monthly
Other services - Digital Marketing - Local SEO
$299.00/Monthly
Other services - New Company Formation Services
$700.00/Upfront
Other services - eCommerce Platform - sell anywhere
$299.00/Monthly
Other services - Systems Audit
$1,500.00/Upfront
Other services - Level 2 - Business Plans for SBA, Bank or Grant Funding
$2,950.00/On Completion

Advisory

Auditing services - Audit Services
$400.00/Monthly
Advisory services - Virtual CFO Services
$4,000.00/Monthly
Advisory services - General advisory services (CFO, Tax, Health Check, compliance, other )
$1,500.00/Monthly

Addons

Accounting services - Budgeting & Forecasting services
$170.00/Monthly
Reporting services - Financial & Management reporting
$350.00/Monthly
Payroll services - Bi-weekly Payroll (Up to 5 employees)
$199.00/Monthly
Payroll services - Bi-weekly Payroll (Up to 10 employees)
$249.00/Monthly
Payroll services - Bi-weekly Payroll (Up to 15 employees)
$299.00/Monthly
Payroll services - Bi-weekly Payroll (Up to 20 employees)
$349.00/Monthly

Tax

Taxation services - Audit protection
$100.00/Upfront
Taxation services - Sales Tax - Setup
$200.00/Upfront
Taxation services - 1120S Corporate Tax
$1,100.00/Upfront
Taxation services - Tax Planning & Advice
$450.00/Upfront
Taxation services - Annual Accounts & Tax Return
$1,650.00/On Completion
Taxation services - Sales Tax
$250.00/Upfront
Taxation services - 1120C Corporate Tax
$900.00/Upfront
Taxation services - 1040 Individual Income Tax Return
$498.00/Upfront

Bookkeeping

Bookkeeping services - Bookkeeping Small (up to 100 transactions)
$350.00/Monthly
Bookkeeping services - Bookkeeping Medium (up to 200 transactions)
$420.00/Monthly
Bookkeeping services - Bookkeeping Large (up to 500 transactions)
$550.00/Monthly
Accounting services - Quarterly Review Annual Accounting Services (Annual revenue up to $500K)
$350.00/Monthly
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