$350/month
the Travel Trailer
Tax preparation: Schedule C or S Corp or Partnership Return + 1 Personal Return
Tax Planning: Quarterly updates to tax plan
Email support year-round: 48 hour turnaround time
Reconcile Bank & Credit Card Accounts Monthly
Categorize all expenses and income properly
Accounts Payable & Accounts Receivable Processing
Monthly Reports to help navigate business growth
$500/month
the Class B
Tax preparation: Schedule C or S Corp or Partnership Return + 1 Personal Returnn
Tax Planning: Quarterly updates to tax plan
Email support year-round: 48 hour turnaround time
Reconcile Bank & Credit Card Accounts Monthly
Categorize all expenses and income properly
Accounts Payable & Accounts Receivable Processing
QuickBooks Online or Xero Subscription discount, if needed
Payroll: Manage and run using Gusto
File W-2, 1099 and all payroll forms
Monthly Reports to help navigate business growth: Income/Expense & Balance Sheet
Phone or Zoom Meeting: Must be scheduled ahead of time – 1 hour/Quarter
$750/month
the Class A
Tax preparation: Schedule C or S Corp or Partnership Return + 1 Personal Return
Tax Planning: MONTHLY updates to tax plan
Email support year-round: 24 hour turnaround time
Reconcile Bank & Credit Card Accounts Monthly
Categorize all expenses and income properly
Accounts Payable & Accounts Receivable Processing
Includes QuickBooks Online or Xero Subscription, if needed
Payroll: Manage and run using Gusto
File W-2, 1099 and all payroll forms
Gusto subscription for payroll included, if needed
Monthly Reports to help navigate business growth: Income/Expense, Balance Sheet, Year-to-date comparison,
others as needed
others as needed
Phone or Zoom Meeting: Must be scheduled ahead of time – 1 hour/Month
