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PERSONAL ACCOUNTANT
$125 Optional Personal Budgeting each month
$100/Month
FREE 24 HOUR PORTAL ACCESS
UNLIMITED TAX QUESTIONS
ASSITANCE WITH FORM W4
ASSITANCE WITH FORM W9
401K RETIREMENT AND PENSION QUESTIONS
ASSISTANCE WITH HOME PURCHASES
INDEPENDENT CONTRACTOR
ASSISTANCE WITH STARTING A BUSINESS
QUARTERLY TAX FILING
PERSONAL INVESTMENTS, STOCKS, CRYPTO
FASFA APPLICATION ASSISTANCE
IRS AND STATE PAYMENT PLAN
IRS TRANSCRIPT
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Outsourced Accountant
$1,600 Cleanup/Adjustments of first 12 months of your data
$375/Month
Reconciling all banks, credit cards, and Loans
Setup and Modify Chart of Accounts
Accrual Basis Reports for Management
Forecasting, Budgets, and Strategic Planning
Monthly Depreciation of Fixed Assets(Annually Adjustments Only)
Monthly Review of Inventory Value(Annually Adjustments Only)
Entry of cash-based or non-bank ledgers(Annually Adjustments Only)
Tax Planning Personal and Business (Quartley)
Process and Manage Payroll(additional ($150 Per Month)
Process and Manage Sales Tax additional $75 Per Month)
Profit and Loss and Balance Sheet (Quarterly)
Annual Corporate Tax Return(Additional Cost)
2290 Form (Additonal Cost)
Response Time(1-2 Business Dayson Email Questions)
Special Projects / Out of Scope Requests ($250 Per Hour)
IRS or State Audit Support / Representation ($250 per hour)
Bookkeeping Team Access Level(Email Only)
Terms(Automatic Paid at the beginning of the month with Credit Card and Bank Account on File)
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Collaborative Accountant
$800 Cleanup/Adjustments of first 24 months of your data
$675/Month
Reconciling all banks, credit cards, and Loans
Setup and Modify Chart of Accounts
Accrual Basis Reports for Management
Forecasting, Budgets, and Strategic Planning
Monthly Depreciation of Fixed Assets
Monthly Review of Inventory Value
Monthly Review of Intercompany Loans
Entry of cash-based or non-bank ledgers
Tax Planning Personal and Business
Process and Manage Payroll ($125 Per Month)
Process and Manage Sales Tax
Profit and Loss and Balance Sheet
Annual Corporate Tax Return(Additional Cost)
2290 Form (Additonal Cost)
Response Time(1-2 Business Dayson Email Questions)
Special Projects / Out of Scope Requests ($175 Per Hour)
Audit Support / Representation ($250 per hour)
Bookkeeping Team Access Level(Email Only and remote access )
OPTIONAL Automatic Paid at the beginning of the month with Credit Card on File with 5% DISCOUNT
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Strategic Accountant
No Cost with first 6 months paid in advanced. Otherwise $400 Cost
$1175/Month
Reconciling all banks, credit cards, and Loans
Setup and Modify Chart of Accounts
Accrual Basis Reports for Management
Forecasting, Budgets, and Strategic Planning
Monthly Depreciation of Fixed Assets
Monthly Review of Inventory Value
Monthly Review of Intercompany Loans
Entry of cash-based or non-bank ledgers
Tax Planning Personal and Business
Process and Manage Payroll ($100 Per Month)
Process and Manage Sales Tax
Profit and Loss and Balance Sheet
Annual Corporate Tax Return(Additional Cost)
2290 Form (Additonal Cost)
Response Time(1-2 Business Dayson Email Questions)
Up to 12 hours per year included, then $150 per hour
IRS or State Audit Support / Representation ($250 per hour)
Bookkeeping Team Access Level(Unlimted Email and Unlimted Phone Support)
End of the month End of the month OPTIONAL Prepaid 12 month 15% discount
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