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Bookkeeping Packages

Outsource all your bookkeeping and tax needs

Are you tired of wearing too many hats as an entrepreneur? 

Ready to gain back the time spent on finances to work on your business?

Is it time to outsource the books? Tax preparation? Tax planning? Payroll?

We can do it all.

Class B

Starting price
$ 400* Monthly
  • For the small business owner or solo entrepreneur with less than 3 credit card and bank accounts
  • Tax return preparation includes one S Corp or Partnership Return (if needed) and 1 Personal Return
  • Electronic Filing for Tax Returns
  • Use of my client portal including an app for secure uploads, messaging, invoicing, and more
  • Tax Planning: Quarterly updates to your tax plan to keep up with estimated tax payments, retirement contributions and other tax savings options
  • Email support year-round: 48 hour turnaround time
  • Reconcile bank and credit card accounts monthly
  • Categorize all expenses and income properly
  • Monthly reports to help you navigate business growth including Profit and Loss and Balance Sheet
  • Quickbooks Online subscription discount, if needed
  • Guidance with payroll via Gusto, if needed
  • File 1099 for contractors

5th Wheel

Starting price
$ 600* Monthly
  • For the established business with less than 6 credit card and bank accounts
  • Tax return preparation includes 1 S Corp or Partnership Return (if needed) and 1 Personal Return
  • Electronic Filing for Tax Returns
  • Use of my client portal including an app for secure uploads, messaging, invoicing, and more with access for each partner
  • Tax Planning: Quarterly updates to your tax plan to keep up with estimated tax payments, retirement contributions and other tax savings options
  • Email support year-round: 48 hour turnaround time
  • Reconcile bank and credit card accounts monthly​
  • Categorize all expenses and income properly
  • Monthly reports to help you navigate business growth including Profit and Loss and Balance Sheet
  • Quickbooks Online subscription, if needed
  • Payroll via Gusto, subscription extra
  • File W-2, 1099 and all payroll forms and taxes
  • Phone or Zoom meeting 1 hour/quarter, must be scheduled ahead of time
Popular

Class A

Starting price
$ 1000* Monthly
  • For the larger business with more than 6 credit card and bank accounts and lots of monthly transactions
  • Tax return preparation includes 1 S Corp or Partnership Return (if needed) and 1 Personal Return
  • Electronic Filing for Tax Returns
  • Use of my client portal including an app for secure uploads, messaging, invoicing, and more with access for all shareholders/owners.
  • Tax Planning: Monthly updates to your tax plan to keep up with estimated tax payments, retirement contributions and other tax savings options
  • Email support year-round: 24 hour turnaround time
  • Reconcile bank and credit card accounts monthly​​
  • Categorize all expenses and income properly​
  • Monthly reports to help you navigate business growth including Profit and Loss and Balance Sheet
  • Quickbooks Online subscription, if needed
  • Payroll via Gusto, subscription extra
  • File W-2, 1099 and all payroll forms and taxes
  • Phone or Zoom meeting 1 hour/month, must be scheduled ahead of time

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