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Let’s start with a conversation!

Our first step is a business screening and discovery call to understand your current systems and needs.

Book a complementary review​

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💼 Core Services & Rates

✔️ Essential accounting & compliance – $125/hour  
✔️ Bookkeeping – $75/hour  
✔️ Individual tax prep – starting at $800  
✔️ Business tax prep – starting at $1,200  

*Final pricing may vary based on the complexity of your records.*​

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📦 Year-End Accounting Wrap-Up / Tax Prep Package

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For Small Business (S-Corp, Partnerships, Schedule C)

Starting at $850 ​

✔️ Year-end financial review  
✔️ Fix transaction inconsistencies  
✔️ Reconcile bank & credit cards  
✔️ Record loans & asset purchases  
✔️ Align payroll with QBO (941/940/state)  
✔️ Compare to prior year tax return  
✔️ Final P&L and Balance Sheet reports

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📊 Monthly Support

💵 Starting at $300/month
(Pricing based on transaction volume)

✔️ Monthly transaction review
✔️ Payroll journal entries
✔️ Full reconciliation of bank, credit card, AP, AR, and loan accounts
✔️ Ongoing Profit & Loss and Balance Sheet reporting

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📎 What We’ll Need From You:

✔️ QuickBooks Online access
✔️ View-only access to bank and credit card accounts
✔️ Loan/Note Payable statements (for December or January)
✔️ Payroll reports and filed IRS tax returns

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⚠️ When Additional Fees May Apply For:

Some situations require extra time and effort. If we encounter the following, we may need to adjust your quote:
✔️ Excessive transfers or duplicate payments  
✔️ Poorly categorized Excel imports  
✔️ Multiple bank accounts with complex flow  
✔️ Onsite work requests  
✔️ Reconciliation due to prior mispostings  
✔️ Missed appointments or lack of access

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