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SOP Pricing

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Free business screening to understand your organization!

Book a complementary review of your business status & needs!​

Compliance consultation services- $125/hour.

Bookkeeping -$75/hour.

Individual tax preparation work- minimum $500.

Business tax returns preparations minimum $900.

We are not aware of all complexities involved until your project is reviewed.

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Year-End Accounting Wrap-Up/Make Ready for Tax Returns

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Small Business - S-Corp, Partnerships, Schedule C filers                                                               Package starting at $750 ​

  • Make-Ready of previous year-end financials

    • Review ALL transactions; Identify inconsistencies 

    • Reconcile bank & credit card accounts

    • Identify & record asset purchases

    • Record loan balances & interest expense, as necessary

    • Review and reconcile payroll recorded in QB with the IRS Forms 941s, 940 and TWC returns

    • Confirm IF financials align to prior year tax return; Write-up difference

    • Balance Sheet & Profit & Loss

  • Monthly service - (starting at) $200/monthly (Cost based on the number of yearly transactions.) 

    • Review all transactions; identify inconsistencies

    • Review and record payroll journal transactions, as available

    • Reconcile bank & credit card accounts

    • Identify & record asset purchases. Record loan balances & interest expense

    • Monthly Profit & Loss and Balance Sheet

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Required -  Timely and Easy Access to ALL information, systems and decision makers.

Presumptions and must-haves: 

  • QuickBooks Online Access 

  • ‘View-only access’ to bank and credit card accounts

  • Loan/Note Payable statements provided for December or January. 

  • Payroll reports, as available and filed

  • Complete Tax returns, as filed with the IRS, for all years needing prior-year financials 

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Clean-up Packages

Reconcile, Clean & Make-Ready of Financials- Cost based on the number of yearly transactions. 

  • Review ALL transactions; Identify inconsistencies.

  • Reconcile bank & credit card accounts

  • Identify & record asset purchases

  • Record loan balances & interest expense, as necessary

  • Confirm IF financials align to prior year tax return; Write-up Difference

  • Balance Sheet & Profit & Loss Year-End

  • Record missing/incorrect transactions

  • Prior year tax returns may still need to be prepared and filed 

  • Identify inadequate/incorrect processes.

  • Write-up best-practice SOP's

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Additional fees are probable for 

  • Mismanaged systems & processes

  • Excessive transfers

  • ​Multiple Bank accounts with multiple transfers

  • Identifying and writing up issues with financials that are not aligned to prior year tax returns

  • Incorrect posting of invoices

  • Work required onsite

  • Transactions entered in Excel and categorized then imported into QBO

  • Manually entered transactions

  • Bank statements that need to be converted to a .csv for import

  • Recurring duplicate/triplicate sales and/or payments

  • Recurring credit card payments & transactions posted incorrectly

  • Reconciliation issues due to incorrect posting 

  • Failure to adequately reschedule appointments

  • Failure to research questioned transactions

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