Accounting Packages for Small Businesses
Business Tax Preparation
Business tax preparation starts at $1,000 which does not include any necessary bookkeeping.
Accounting Packages
All packages include:
- Subscription to Xero or Quickbooks Online
- Tax Preparation for the Business or Non-Profit
- Online client support
Accountant Package
- Client responsible for classifying transactions
- Annual closing of the company books
- Annual preparation of management use financial statements
- Semi-Annual Management Meetings
Starting at $500/month
Controller Package
- Client responsible for classifying transactions
- Quarterly closing of the company books
- Quarterly preparation of management use financial statements
- Quarterly Tax Planning and Projections Report
- Quarterly Management Meetings
Starting at $750/month
CFO Package
- Monthly classification of transactions
- Monthly close of company books
- Monthly preparation of management-use financial statements
- Quarterly financial statement analysis
- Quarterly Tax Planning and Projections Report
- Annual Business Health Check
- Annual benchmark and KPI review
Starting at $1000/month
Additional Services
- Accounts Receivable (Invoicing)
- Accounts Payable (Pay bills)
- Software training on Xero, Quickbooks Online or Bill.com
- Business Planning
- Financial Statement - Compilation or Review
- Entity planning (Should I be a partnership, corp or S-corp)