PACKAGES AND PRICING
Bookkeeping & Tax Packages
Each package is tailored to help clients select the best option that aligns with their unique business needs.
Basic
135/mo Billed annually*
- Small businesses or sole proprietors with simple financial needs.
- Includes: Recording daily transactions (sales, expenses, etc.)
- Bank and credit card reconciliations.
- Accounts payable and receivable tracking.
- Monthly financial reports (balance sheet, income statement).
- Basic support via email.
Standard
210/mo Billed annually*
- Growing businesses with moderate financial activity
- Includes: Everything in the Basic Package.
- Payroll management
- Inventory tracking (if applicable)
- Monthly and quarterly tax preparation.
- Budgeting assistance and cash flow forecasting.
- Quarterly financial review meetings.
- Priority support via phone and email.
Comprehensive
355/mo Billed annually*
- Established businesses with more complex financial operations.
- Includes: Everything in the Standard Package.
- Financial strategy and planning (profitability analysis, cost reduction strategies).
- Regular tax fillings and compliance support.
- Audit preparation and support.
- Custom reports tailored to the business needs.
- Monthly financial consultations with expert advice.
contact us for any questions!
