Bookkeeping Packages

Painless, transparent pricing.

Let us take away your stress and give you back your time. Choose your ideal package today.

Discovery

$500 /mo
  • Categorization of income and expenses

  • Preparation of monthly financial statements (Profit and Loss, Balance Sheet)

  • Quarterly financial reviews with the client

Growth

$750 /mo
  • All Starter services

  • Accounts Payable & Receivables Management

  • Payroll processing

  • Budget Creation & Tracking

Strategy

$1,250 /mo
  • All Discovery & Growth services

  • Forecasting & KPIs

  • Tax Planning & Compliance

NON-PROFIT ACCOUNTING

Packaged solutions for your cause!

ESSENTIAL

$750 /mo

Ideal for organizations seeking basic compliance and reporting

  • Account Reconciliations

  • Budget to Actual Reporting

  • Standard Financial Reporting (Statement of Activities, Statement of Financial Position)

  • Payroll Management

CORE

$1,250 /mo

For organizations requiring more complex accounting and reporting

  • Everything in Essential

  • Grant Management & Reporting

  • Accounts Payable Management

  • Audit Prep & Support

Slightly Out of Budget?

We offer a discount for nonprofits grossing less than $200,000 in revenue per year based on the Essentials package. Contact us for details!
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Individual Taxes:

  • Form 1040 with no additional schedules

    • Starting at $175 - Single, HOH, MFS Filers

    • Starting at $225 - Married Joint Filers

  • Form 1040 with additional schedules (e.g., Schedule A, Schedule E)

    • Starting at $325

  • Complex tax situations (e.g., multiple income sources, investments)

    • Custom Quote


Business Taxes:

  • Schedule C (Profit or Loss from Business)

    • Starting at $150

  • Partnership or S Corporation tax return (Form 1065 or 1120-S)

    • Starting at $600

  • Corporate tax return (Form 1120)

    • Starting at $800

  • Nonprofit return (990) - prices based on yearly revenue

    • Less than $50,000 in revenue

      • Starting at $125

    • Between $50,000 - $200,000 in revenue

      • Starting at $500

    • More than $200,000 in revenue

      • Starting at $850

  • Complex business tax situations

    • Custom Quote


Payroll Management:

  • Basic payroll setup for small businesses

    • Starting at $400

  • Ongoing payroll processing (includes tax filing & compliance)

    • Starting at $80 + $10/ employee or contractor (per month)

  • Year-end payroll reporting (1099s)

    • Starting at $22/ form


Business Registration:

  • Sole Proprietorship or Single-Member LLC

    • Starting at $300

  • Partnership or Multi-Member LLC

    • Starting at $500

  • Corporation (C Corp or S Corp)

    • Starting at $700

  • Nonprofit Organization

    • Starting at $400 - State Registration

    • Starting at $750 - Federal exemption application


QuickBooks Training and Questions:

  • QuickBooks Cleanup

    • Starting at $250/ month (varies based on complexity)

  • QuickBooks conversion (from Desktop)

    • Starting at $600

  • QuickBooks troubleshooting and support (per incident)

    • Starting at $125

  • Customized group training sessions

    • Starting at $500


Business Consultations:

  • Hourly consultation rate

    • Starting at $125 per hour

  • Monthly retainer for ongoing advisory services

    • Starting at $200 per month

  • Specialized projects or business planning

    • Custom Quote

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