Accounting Packages

Beginner

Starts at $299/month

  • Monthly bank account and credit card reconciliations for 2 accounts
  • Quarterly Financial statements
  • State sales tax return preparation and submittal
  • Form 1099 preparation
  • Phone consultations with a licensed CPA.

Pro

Starts at $399/month

  • Monthly bank account and credit card reconciliations for up to 4 accounts
  • Quarterly Financial statements
  • State sales tax return preparation and submittal
  • Form 1099 preparation
  • Phone consultations with a licensed CPA.

Advanced

Starts at $699/month

  • Monthly bank account and credit card reconciliations for up to 6 accounts
  • Monthly Financial statements
  • State sales tax return preparation and submittal
  • Payroll Processing for your company for up to 5 employees being paid on a biweekly
  • schedule in one state.
  • Form 1099 preparation
  • Phone consultations with a licensed CPA.

Premier

Starts at $899/month

  • Monthly bank account and credit card reconciliations for up to 6 accounts
  • Monthly Financial statements
  • State sales tax return preparation and submittal
  • Corporate tax return preparation and filing, which includes your federal return and one state return.
  • Corporate Annual Report preparation and filing.
  • Payroll Processing for your company for up to 5 employees being paid on a biweekly schedule in one state.
  • Form 1099 preparation
  • Workers’ Compensation Audit preparation and submittal
  • Phone consultations with a licensed CPA.

Enterprise

Starts at $1199/month

  • Monthly bank account and credit card reconciliations for up to 6 accounts
  • Monthly Financial statements
  • State sales tax return preparation and submittal
  • Corporate tax return preparation and filing, which includes your federal return and one state return.
  • Corporate Annual Report preparation and filing.
  • Individual tax return preparation and filing, which includes your federal return, one state and Schedules A and B.
  • Payroll Processing for your company for up to 10 employees being paid on a biweekly schedule in one state.
  • Form 1099 preparation
  • Workers’ Compensation Audit preparation and submittal
  • Phone consultations with a licensed CPA.

Ultimate

Starts at $1599/month

  • Monthly bank account and credit card reconciliations for up to 6 accounts
  • Monthly Financial statements
  • Monthly Bill Payment Services
  • State sales tax return preparation and submittal
  • Corporate tax return preparation and filing, which includes your federal return and one state return.
  • Corporate Annual Report preparation and filing.
  • Individual tax return preparation and filing, which includes your federal return, one state and Schedules A and B.
  • Payroll Processing for your company for up to 10 employees being paid on a biweekly schedule in one state.
  • Form 1099 preparation
  • Workers’ Compensation Audit preparation and submittal
  • Phone consultations with a licensed CPA.

All accounting packages REQUIRE a QuickBooks Online Plus account to be paid by client. All fees are based on one location. Multiple location businesses will be quoted separately. Packages that include payroll, will be provided with an employer portal for reporting purposes.