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Pricing

Solutions For All

Inclusive packages to fit every business!

Premium

Starting At
$ 1,500 Monthly
  • • CONTROLLER SOLUTIONS •
  • Employee Benefits Administration
  • • CFO SOLUTIONS •
  • Cash Flow Management
  • Quarterly Goal Setting & Tracking
  • Budgeting & Forecasting
  • Project Based Support & Guidance
  • Access to Senior Accountants 7 Days a week (including holidays!)
BEST VALUE

Standard

Starting At
$ 900 Monthly
  • • BOOKKEEPING SOLUTIONS •
  • Payroll Processing (Includes 1099s)
  • Dedicated Senior Accountant (during work hours)
  • • CONTROLLER SOLUTIONS •
  • AR Mgmt - Back Office
  • AP Mgmt - Back Office
  • Sales Tax*
  • Estimated Taxes*
  • Entity Compliance*
Popular

Essentials

Starting At
$ 300 Monthly
  • • BOOKKEEPING SOLUTIONS •
  • Dedicated Bookkeeper (during working hours)
  • Weekly Updates
  • Monthly Reconciliation
  • Monthly Reports - Profit & Loss and Balance Sheet

*Essentials Subscription Add-Ons

Additional Services

Our accounting packages include lots of services, professional oversight, & everything your company needs for growth and sustainability, but every business is different so we offer additional services to support your unique needs as well.

Have a project that you need someone to handle for you?  Look no further, our team will help do the research, put together a plan and track the progress of your project.  This could include implementing a new software, gathering documentation for a new capital project, or creating processes within your company. 

What's Included?

Below are the descriptions of what’s included in each of our services, so you know EXACTLY what you are getting!

BOOKKEEPING

We offer full-service bookkeeping including reviewing all financial transactions and properly categorizing them, so you get the most out of your tax deductions.  A reconciliation of all financial accounts including banks, credit cards and even loan accounts. At the end of each month, you get up to three customized profit and loss reports to help showcase the performance of your company, along with the balance sheet that shows the health of your company.

PAYROLL PROCESSING

Need someone experienced to do your payroll?  Not a problem, we can process your payroll and all the nuances that come with it, including adding new employees, ensuring your payroll tax rates are updated each year, and we will also take care of your worker’s comp audit as well!

AR MANAGEMENT

Not all companies have an in-house bookkeeper that can help with invoice and receive payments from clients.  And who has time to chase down customers for payments!  We do!  Our team will handle the full process of adding new customers, invoicing, receiving payments, and even follow up with outstanding payments, using our soft payment inquiry approach

AP MANAGEMENT

Tired of managing and paying bills all the time?  Our team of bookkeepers and take this task over and help get your vendors paid.  We can receive, enter, and pay all bills before the due date.  We can also provide you a list of outstanding bills each week for your approval to pay. More time to do what you love and less time doing the boring stuff!

ESTIMATED TAXES

We have helped many of our clients stay on track paying their estimated taxes throughout the year to make sure you don’t pay any penalties.  Fun Fact!  Tax payments are due by the filing date, whether you file an extension or not! 

CASH FLOW MANAGEMENT

Our goal is to help you make the most out of optimizing the amount of cash, and no-cash, moving into and out of your business.  By managing the inflows and outflows of our cash, you will be on top of understanding how much is needed to cover debts like paying employees and suppliers…and even yourself!

EMPLOYEE BENEFITS ADMINISTRATION

Do you have employee benefits such as health insurance, dental and vision insurance.  Like most business owners, navigating the nuances of providing employee insurance including eligibility, and deductions can be overwhelming and daunting.  Our team has experience with navigating these muddy waters and can help you by taking it off your plate!  We can help onboard new hires with their benefits, and as well as making sure terminated employees are removed from your insurance. 

ENTITY COMPLIANCE

Your dedicated bookkeeper will make sure that your company is compliant with the Secretary of State, including filing the statement of information when it’s due.  We even cover the filing fee (excludes penalties due to clients negligence)!

SALES TAX

Sales tax got you stumped?  We handle sales tax for a majority of our clients, including setting up the reseller’s permit, tracking and paying your sales tax.  Not sure what is taxable?  We can help you with that, by giving you the information you need and making sure your books are set up to tax your customers properly.

GOAL SETTING & TRACKING

We take your company goals, and we make them a reality!  By sitting down with your dedicated Senior Accountant, we will map out your goals and then continue to track them each month.  These can be any goals you have for your business. 

BUDGETING & FORECASTING

Worried about the upcoming recession experts say is looming.  One of the best ways to prepare for any recession is to create a budget for your business (and your personal life).  Take advantage of sitting with your dedicated senior accountant and let’s get your finances in order to ensure you survive the storm.

PROJECT BASED SUPPORT & GUIDANCE

Have a project that you need someone to handle for you?  Look no further, our team will help do the research, put together a plan and track the progress of your project.  This could include implementing a new software, gathering documentation for a new capital project, or creating processes within your company.

Are you ready to get started?

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