Accounting Packages for Small Businesses

Business Tax Preparation

Business tax preparation starts at $1,000 which does not include any necessary bookkeeping.


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

  • 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)