Package Pricing
Class B
$375/month
- For the small business owner or solo entreprenuer with less than 3 credit cards/bank accounts
- Tax preparation: S Corp or Partnership Return (if needed) + 1 Personal Return (can include Schedule C)
- Tax Planning: Quarterly updates to tax plan to keep up with quarterly estimated tax payments, retirement contributions and other tax savings suggestions
- 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
5th Wheel
$575/month
- For an established business with less than 6 credit card/bank accounts
- Tax preparation: S Corp or Partnership Return (if needed) + 1 Personal Return (can include Schedule C)
- Tax Planning: Quarterly updates to tax plan to keep up with quarterly estimated tax payments, retirement contributions and other tax savings suggestions
- 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 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
Class A
starts at 875/month
- For the larger business with more than 6 credit card/bank accounts and lots of transactions every month
- Tax preparation: S Corp or Partnership Return (if needed) + 1 Personal Return (can include Schedule C)
- Tax Planning: MONTHLY updates to tax plan to keep up with quarterly estimated tax payments, retirement contributions and other tax savings suggestions
- 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 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 Statement, Balance Sheet, Year-to-date comparisons, Others as needed
- Phone or Zoom Meeting: Must be scheduled ahead of time – 1 hour/Month
- Custom items to suite your needs
Only need an hour of consulting?
I also offer pay as you go!
Consulting Services available at $150/hour