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Offering a robust line of products to meet your personal and business needs
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It’s like having your own accounting department
When you outsource your accounting work to us, it’s like having a trusted advisor on staff. Our team handles all of your day-to-day accounting tasks so you can focus on what’s important—running your business.
We work collaboratively with you via our advanced, secure website platform to support a streamlined and highly efficient workflow. And because work is performed online, you always have real-time views of your data and financial situation. Best of all, we bundle services for a fixed monthly fee—allowing you to budget effectively and never get an unpleasant billing surprise.
Choose the solution that is right for your business:
Bronze
$550
Bookkeeping
- System: QuickBooks® Online (setup included)
-
Basis: cash
- Classifying bank/credit transactions
- Reconciling bank/credit card accounts
- Catch-up/clean-up (up to 1 year)
- Internal financial statement review
- Quarterly financial review meeting
Reports
-
Management Report (Delivery: 20th business day)
- Profit & loss (Income Statement)
- Balance sheet
- Statement of cash flow
Customer Service
- Email support
Tax Preparations
- Franchise Tax (1 state filing)
-
Tax filing election (Form 2553)
Silver
$1,100
Bookkeeping
- System: QuickBooks® Online (setup included)
-
Basis: cash or accrual
- Classifying bank/credit transactions
- Reconciling bank/credit card accounts
- Catch-up/clean-up (up to 1 year)
- Internal financial statement review
- Monthly financial review meeting
Payroll
-
System: GUSTO
- Up to 5 employees/contractors
- Worker's compensation audit support
Report
-
Management report (Delivery: 20th business day)
- Profit & loss (income statement)
- Balance sheet
- Statement of cash flow
Tax Preparations
- Business return (Sch. C/1065/1120-S/1120/990)
- Sales tax (1 state filing)
- Franchise tax (1 state filing)
- Tax filing election (Form 2553)
Customer Service
- Dedicated account manager
Gold
$2,000
Bookkeeping
- System: QuickBooks® Online (setup included)
-
Basis: cash or accrual
- Classifying bank/credit transactions
- Reconciling bank/credit card accounts
- Class/location/project tracking
- Catch-up/clean-up (up to 1 year)
- Internal financial statement review
- Monthly financial review meeting
Payroll
-
System: GUSTO
- 6+ employees/contractors
- Worker's compensation audit support
Advisory
- CFO services (quarterly)
- Liability insurance audit support
Reports
-
Management Report (Delivery: 20th business day)
- Profit & loss (income statement)
- Balance sheet
- WIP/job costing reporting
Tax Preparations
- Business return (Sch. C/1065/1120-S/1120/990)
- Sales tax (2+ state filings)
- Franchise tax (1 state filing)
- Tax filing election (Form 2553)
Customer Service
-
Dedicated account manager
Platinum
$2,800
Bookkeeping
- System: QuickBooks® Online (setup included)
-
Basis: cash or accrual
- Classifying bank/credit transactions
- Reconciling bank/credit card accounts
- Class/location/project tracking
- Catch-up/clean-up (up to 1 year)
- Internal financial statement review
- Monthly financial review meeting
Payroll
-
System: GUSTO
- 6+ employees/contractors
- Worker's compensation audit support
Advisory
- CFO services (monthly [4 hours])
- Liability insurance audit support
- Tax planning (quarterly)
Reports
- Management Report (Delivery: 20th business day)
- Profit & loss (income statement)
- Balance sheet
- Statement of cash flow
- WIP/job costing report
Tax Preparations
- Business return (Sch. C/1065/1120-S/1120/990)
- Sales tax (2+ state filings)
- Franchise tax (1 state filing)
- Tax filing election (Form 2553)
- Est. quarterly tax payment administration
Customer Service
- Dedicated account manager
Diamond
$8,000
Bookkeeping
- System: QuickBooks® Online (setup included)
-
Basis: Cash or Accrual
- Classifying bank/credit transactions
- Reconciling bank/credit card accounts
- Class/location/project tracking
- Catch-up/clean-up (up to 1 year)
- Internal financial statement review
- Monthly financial review meeting
Payroll
-
System: GUSTO
- 6+ employees/contractors
- Worker's compensation audit support
Advisory
- CFO services (weekly)
- On-site visit (monthly)
- Liability insurance audit support
- Tax planning (quarterly)
- Audit support
Human Resources
- Compliance
- Employee recuriting
- Hiring/termination (HRIS system included)
- Employee surveys
- Performance reviews
Reports
-
Management report (Delivery: 20th business day)
- Profit & loss (income statement)
- Balance sheet
- Statement of cash flow
- WIP/job costing reporting
- Speciality reports (business specific needs)
Tax Preparations
- Business return (Sch. C/1065/1120-S/1120/990)
- Sales tax (2+ state filings)
- Franchise tax (1 state filing)
- Tax filing election (Form 2553)
- Est. quarterly tax payment administration
Customer Service
- Dedicated account manager
Add-On
- All add-ons included
Add Ons
Tax Preparations
- 1099 filing: $50 base + $10/filing
- Income tax - personal: $250+/filing
Bill Pay
-
$50 per block 10 bill / month
Invoicing
- Creating/sending invoices/month: $50 per block 10 invoices
- Mailing: postage cost
- Collections: 10% of the collected value
- Communication: $100/month
Special Projects
- Bookkeeper: $100/hour
-
Accountant/advisor level: $150/hour
