Plans Built With Your Business In Mind
Core Bookkeeping
Monthly Fee: Starts at
$600
- ✔ Tax Reduction Strategy
- ✔ Bookkeeping: Up to 50 transactions/month
- ✔ Business Income Tax Preparation
- ✔ Tax Planning Meetings: Annual
- ✔ Financial Reporting: Quarterly
- ✔ Additional Virtual Consultations: Annual Meeting
- ✔ Preparation of Annual 1099's (up to 10)
- ✔ 24/7 Cloud Access to Tax Returns & Documents
CPA Support
Monthly Fee: Starts at
$1,200
- ✔ Tax Reduction Strategy
- ✔ Bookkeeping: Up to 200 transactions/month
- ✔ Business Income Tax Preparation
- ✔ Tax Planning Meetings: 2x Per Year
- ✔ Financial Reporting: Monthly
- ✔ IRS Notice Response
- ✔ Electronic Bill Pay Services
- ✔ Additional Virtual Consultations: Quarterly (Maximum)
- ✔ Preparation of Annual 1099's (up to 10)
- ✔ 24/7 Cloud Access to Tax Returns & Documents
- ✔ Prioritized Communication System
- ✔ Monthly Newsletter
Peak Performance
Monthly Fee: Custom Quoted
$4,500
- ✔ Tax Reduction Strategy
- ✔ Full Service Bookkeeping
- ✔ Business Income Tax Preparation
- ✔ Tax Planning Meetings: Biweekly
- ✔ Financial Reporting: Monthly
- ✔ IRS Notice Response
- ✔ Electronic Bill Pay Services
- ✔ Additional Virtual Consultations: Any Time, Scheduled in Advance
- ✔ Preparation of Annual 1099's (up to 10)
- ✔ 24/7 Cloud Access to Tax Returns and Documents
- ✔ Prioritized Communication System
- ✔ Monthly Newsletter
- ✔ Worldwide Pickup/Delivery Service
- ✔ Software Fees Included