Bookkeeping, Tax, and Advisory Pricing for Businesses
Client dashboard for centralized & secure communication & collaboration
Paperless expense and receipt processing
Secure & streamlined electronic payment of your vendors & contractors
Timely and accurate month-end reports
Tax-ready financials at year-end
Prompt & courteous support from QuickBooks ProAdvisors
Advanced dynamic reports with up to 10 monitored metrics and KPIs determined, tracked and interpreted.
Regular coaching on how to gain greater insight into your financial information
Books brought up to date weekly for real- time visibility
Pick 1:
• Cashflow management including a 6-weekrolling forecast so that you always knowthe future impact of financial decisions
• A 3-year rolling forecast of your financialstatements including actual versusforecast reporting.
Business & Personal Tax Return
Preparation (Federal & 1 State)
Tax Planning
Tax Credit Research
BRONZE
Basic Bookkeeping
starting at
$349*
per month
by the 20th of the month
SILVER
Bookkeeping + Financial Analysis & Insight
starting at
$649*
per month
by the 15th of the month
Quarterly
1x/year
GOLD
Real-time Bookkeeping + Forecasting
starting at
$1249*
per month
by the 10th of the month
Monthly
2x/year
BRONZE
BASIC BOOKKEEPING
STARTING AT
$349
PER MONTH
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- Client dashboard for centralized & secure communication & collaboration
- Paperless expense and receipt processing
- Secure & streamlined electronic payment of your vendors & contractors
- Timely and accurate month-end reports by the 20th of the month
- Tax-ready financials at year-end
- Prompt & courteous support from QuickBooks ProAdvisors
- Business & Personal Tax Return Preparation (Federal & 1 State)
SILVER
BOOKKEEPING + FINANCIAL ANALYSIS & INSIGHT
STARTING AT
$649
PER MONTH
Show More
- Client dashboard for centralized & secure communication & collaboration
- Paperless expense and receipt processing
- Secure & streamlined electronic payment of your vendors & contractors
- Timely and accurate month-end reports by the 15th of the month
- Tax-ready financials at year-end
- Prompt & courteous support from QuickBooks ProAdvisors
- Quarterly coaching on how to gain greater insight into your financial information
- Advanced dynamic reports with up to 10 monitored metrics and KPIs determined, tracked and interpreted.
- Business & Personal Tax Return Preparation (Federal & 1 State)
- Tax Planning 1x/year
GOLD
REAL-TIME BOOKKEEPING + FORECASTING
STARTING AT
$1249
PER MONTH
Show More
- Client dashboard for centralized & secure communication & collaboration
- Paperless expense and receipt processing
- Secure & streamlined electronic payment of your vendors & contractors
- Timely and accurate month-end reports by the 10th of the month
- Tax-ready financials at year-end
- Prompt & courteous support from QuickBooks ProAdvisors
- Monthly coaching on how to gain greater insight into your financial information
- Advanced dynamic reports with up to 10 monitored metrics and KPIs determined, tracked and interpreted.
- Books brought up to date weekly for real- time visibility
- Pick 1:
- Cashflow management including a 6-weekrolling forecast so that you always knowthe future impact of financial decisions
- A 3-year rolling forecast of your financialstatements including actual versusforecast reporting.
- Monthly virtual meeting with a business coach
- Business & Personal Tax Return
- Preparation (Federal & 1 State)
- Tax Planning 2x/year
- Tax Credit Research
ADD-ONS: • Payroll¹ (starting at $99/month) • Sales Tax² (starting at $79/month) • Client Invoicing³ (starting at $150/month)
* Starting at prices: Based upon an organization with 75 bank transactions, 2 bank or credit card reconciliations, and 5 bills paid twice a month. Does not include setup, cleanup, and catchup services, or Quickbooks Online subscription. Contact us for a custom quote for your organization.
¹ Payroll: Based upon an organization with 2 employees paid twice a month. Contact us for a custom quote for your organization.
² Sales Tax: Based upon an organization with a single-county sales tax return filed monthly. Contact us for a custom quote for your organization.
³ Client Invoicing: Based upon an organization with 5 invoices prepared monthly. Contact us for a custom quote for your organization.