Small Businesses

cash basis accounting

Starting at

$399 per month
billed quarterly

·        2 Connected Accounts

·        Bank or Credit Cards 

·         Up to 50 Transactions

·         Estimated 10 hours per month

·         Cash Accounting

·         Tax consulting

·         Annual tax planning

·         Profit & Loss

·         Balance Sheet

·         Cash Flow Statements

·         Tax Planning Yearly Report

·         Asset Protection Analysis

·         Owner Retirement Plan Review

Small to Medium Businesses

robust accounting

Starting at

$599 per month
billed quarterly

·        2 Connected Accounts

·        Bank or Credit Cards

 ·         Up to 110 Transactions

·         Estimated 18 hours per month

·         Cash or Accrual

·         Federal Tax Filing (SH C, 1120,1120s,1065)

·         State Tax Filing

·         Profit & Loss

·         Balance Sheet

·         Cash Flow Statements

·         Employee Reimbursements

·         Tax Planning Yearly Report

·         Asset Protection Analysis

·         Owner Retirement Plan Review

·         Payroll Reconciliation

·         3 Apps for Accounting

Max. $25.00 per app 

Accrual accounting and advanced reports

Starting at

$899 per month
billed quarterly

·        4 Connected Accounts

·        Bank or Credit Cards

·        Up to 200 Monthly Transactions

·        Estimated 25 hours per month

·         Federal Tax Filing (SH C, 1120,1120s,1065)

·        State Tax Filing

·        Profit & Loss

·        Balance Sheet

·        Cash Flow Statements

·        Invoicing & Bill Pay

·        Employee Reimbursements

·        Tax Planning Yearly Report

·        Asset Protection Analysis

·        ​Owner Retirement Plan

·        Payroll Reconciliation​

·        6 Apps for Accounting

·        Inventory Accounting

·        Revenue Recognition

Max. $25.00 per app