Bookkeeping Packages
Getting Started
Great for those just getting started or with low volume that want to have a strong foundation to build from!
What's Included:
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Cash Basis Transactional Bookkeeping (weekly)
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Using QBO or Xero
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2 Bank/Credit Card Feeds
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Up to 75 Transactions/month
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Account reconciliations
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Basic P&L and Balance Sheet
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Receipt Capture Workflow
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1099 Vendor Tracking (up to 10)
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Email Support - Basic
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Quarterly Check-in Meeting
from $695/mo.
Warming Up
For growing businesses with regular activity.
What's Included:
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Everything in "Getting Started"
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Up to 4 Bank/CC Feeds
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Up to 200 transactions/mo.
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Accrual Adjustments
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Prepaids, Fixed Assets, Payroll
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Monthly Close Review (email)
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Email Support - Priority
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Monthly check-in meeting
from $1,195/mo.
Going the Distance
You've got a lot going on and we can help you stay on top of it.
What's Included:
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Everything in "Warming Up"
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Up to 6 Bank/CC Feeds
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Up to 400 transactions/mo.
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Class/location Tracking
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Project Tracking
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Basic Inventory & COGS
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Deferred Revenue Recognition
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Monthly Management Reporting w/ Video Commentary
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Weekly Check-in Meeting
from $1,895/mo.
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Packages are good for 1 legal entity, 1 state, payroll not included(See Payroll), clean & current books (see Clean-up)
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Each Additional: Bank/CC Feed $25/mo.; 50 Transaction Block $75/mo. (see a la carte for more)
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QBO/Xero subscription billed separately
Controllership Add-Ons
Basic Controllership
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Cash-flow Review
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Treasury Management
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Policy/Procedure Templates
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Vendor/AP Oversight w/ approval workflow
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Basic Budget Building
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Meetings will be held with Controller instead of Accountant
from $600/mo.
Standard Controllership
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Everything in Basic
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Monthly Budget vs. Actual reporting
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Soft close 10 bus. days or less
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Purchasing/expense policy enforcement
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AR/AP Metrics (Turnover)
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Audit-trail reviews
from $1,000/mo.
Executive Controllership
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Everything in Standard Controllership
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Hard Close less than 10 bus. days
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Advanced Dashboards
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Inventory & Job Costing Oversight
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Internal Control Testing
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Lender/Investor Documentation
from $1,600/mo.
Bill Pay & Customer Invoicing require Basic Controllership - pricing is customized based on pricing
Virtual CFO Packages
Basic CFO
Small business needing quarterly strategy for financial success!
from $1,250/mo.
What's Included:
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Quarterly Strategy Session
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12-month cash forecast (refreshed quarterly)
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Pricing & Margin Review
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Banking & Capital Advisory
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Email Communication - Priority
Growth CFO
Scaling businesses needing advanced strategy & initiatives!
from $2,750/mo.
What's Included:
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Everything in Basic
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Monthly FP&A Cadence
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Rolling 13-week cash model
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KPI Design & Scorecards
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Hiring & Compensation Modeling
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Board/Investor Packet Prep
Executive CFO
Small business needing quarterly strategy for financial success!
from $4,750/mo.
What's Included:
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Everything in Growth
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Scenario Modeling
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Unit Economics
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Debt/Equity Raise Support
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Strategic Projects
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Rev. recognition, multi-state, expansions
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Attend Leadership Meetings
Tax Prep & Planning
Business Tax Prep
S-Corporation (1120S) & Partnership (1065)
from $1,200
C-Corporation
from $1,500
Nonprofit
from $1,500
Common Add-ons
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Mult-state - $125/state
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Depreciation Rebuild - $250
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Late/clean-up books for tax - starting at $300
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Reasonable Comp Analysis - $250
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Extensions (no prep) - $75
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Foreign Owned Corporation - $250 per 5472
Business Tax Planning Packages
Bundle with Business & Personal Tax Prep to get a 10% discount.
Essentials
Simple businesses needing tax planning and reduction strategies
What's Included:
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Annual strategy session
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Entity Review (does not include planning)
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Reasonable Compensation Calc.
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QBI Optimization Basics
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Estimated Tax Calculations (Safe-Harbor)
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CapEx & Deduction Review
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Year-end Checklist
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Email Support- Basic
from $1,500/yr
Proactive
Active owners needing bigger planning and strategies; complex entity structures
What's Included:
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Everything in Essentials
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Two Tax Projections Annually
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PTET Feasibility & Election Timeline (Home State)
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Shareholder Basis Tracking
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Compensation & Distribution Planning
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Retirement Plan & Deferred Tax Account Scoping
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2 Annual Strategy Sessions (Mid-Year & Year-end)
from $2,700/yr
Strategic
When you're going the distance, it's important to plan ahead for taxes and strategize for reducing them.
What's Included:
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Everything in Proactive
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Advanced SALT (Apportionment & PTET)
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R&D Credit Calculations
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Inventory & COGS Methods Review
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Proactive Entity & Success Planning
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Email Support - Priority
from $4,200/yr
Additional Business Services
Sales & Use Tax
May require use of third-party apps at additional fees.
Service | What's Included | Starting Price |
|---|---|---|
Nexus Analysis | Initial exposure review. • Threshold & activity scan • Marketplace facilitator rules • Registration recommendations | $450/each |
SUT State Registration | Sales tax account setup. • State portal application • Permit numbers & accounts • Client onboarding to portal | $200/state |
SUT Filing | Per-state return filing. | $125/filing |
Local Add-On | Additional local jurisdiction return. | $50/filing |
Back-Filing/VDA | Historical catch‑up or voluntary disclosure. (Hourly rates may apply based on record keeping) | $175/filing |
SUT Nexus Monitoring | Proactive monitoring for sales & use tax nexus and forecasting. | $225/mo. |
Payroll & Benefits Services
Additional HR services may be required for liability purposes.
Service | What's Included | Starting Price |
|---|---|---|
Payroll Setup | Configure payroll for new entity/state. • Account setup & pay schedule creation • QBO COA mapping & Employee import (I‑9/W‑4) • Direct deposit setup • Link SUI/withholding accounts | $250 |
Add'l. Pay Schedule Setup | Support multiple recurring schedules. • Calendar alignment • Accrual mapping • Deduction setup | $75 each |
Platform Migration | Migrate prior payroll balances. • Import YTD earnings/taxes • Accrual balances • Deduction codes | $300 |
Time & Attendance Setup | Connect 3rd-party systems. • Code mapping • Test run validation | $150 |
Add'l. State Payroll Registrations | Obtain new payroll accounts. • SUI/withholding setup • Portal access | $125 each |
State Account Closure | Close dormant or duplicate accounts. | $75 each |
Monthly Payroll Admin - Base | Ongoing payroll processing. • Scheduled payroll runs • New hire setup • Tax filings oversight • QBO JE posting | $150/mo. |
New-Hire Onboarding Packet | Deliver required compliance forms. • I‑9/W‑4/state forms • Direct deposit forms • Handbook acknowledgment | $30/employee |
W-2 & W-3 Processing | Year-end compliance. • Prep & e‑file W‑2s/W‑3 • Reconciliation • PDF distribution | $10/form ($150 min.) |
1099 NEC/MISC e-File | Contractor compliance. • Prep & e‑file 1099‑NEC/MISC • TIN match • PDF distribution | $15/form ($150 min.) |
Contractor Pay Run via Payroll | Process contractor batches. • File submission • Ledger posting • 1099 data capture | $40/run |
& More | Contact us for additional payroll and benefit services including: • Employee Benefit Management (Insurance, Retirment, etc.) • Worker's Compensation Compliance • COBRA Coordination • & more | --- |
Business Administration
Service | What's Included | Starting Price |
|---|---|---|
Business Formation | State entity filing w/ EIN registration. (State fees not included) | $450 |
S-Corp Election w/ Payroll | S-Corp election filing and owner only payroll setup. (See payroll above for more information on additional payroll services) | $600 |
Annual Report Filing | State annual reporting. | $150 each |
Shareholder minutes/consents | Annual corporate formalities. | $200/year |
Accounting Setup & Cleanup
Service | What's Included | Starting Price |
|---|---|---|
QBO Setup/Migration | Configure or migrate QuickBooks Online. • Chart of accounts, bank feeds, templates • User roles & settings • Migration from QBD to QBO included | $750 one-time |
Cleanup Sprint | Fix the past to current state. • Up to 20 hours of mixed staff • Reconciliations & corrections • Issue log & sign‑off | $1,500 |
Historical Cleanup | Prior periods clean-up (as quoted). | Custom |
Revenue Rec./Inventory | Reconlling of inventory and deferred revenue accounts. | Custom |
Consolidations | Multi-entity roll-ups. | Custom |
Migration to QBO/Xero | Migration of available financial information from current accounting system to QBO or Xero. | Custom |
Projects & Hourly Rates
Service | What's Included | Starting Price |
|---|---|---|
Entity Structure Analysis | 1–3 entities, single state, 1–2 owners. • Choice‑of‑entity check • Owner comp & distributions framework • 12‑month owner tax impact • Entity diagram | $1,500 |
Valuation Readiness Consult | Deal prep, comps, structure considerations. | $325/hour |
Hourly Staff Rates | • Staff Acct.: Execution & reconciliations. - $85 • Sr. Acct.: Complex reconciliations & reviews. - $140 • CPA/Mgr.: Technical accounting/tax oversight. - $225 • Controller: Controls, close, and analysis. - $245 • CFO: Strategic finance & advisory. - $325 | $85 - $325/hour |